The Digital Commerce Daily — August 02, 2026
In this episode:
• Meta's Q2 earnings show ad revenue surging but AI infrastructure costs are now growing faster than the top line — a direct signal for ecommerce brands budgeting Meta spend.
• Sainsbury's is offloading Argos to a group of investors to refocus on grocery — a major structural shift for UK omnichannel retail that reshapes one of Britain's largest general merchandise ecommerce operations.
• New research reveals that retail fulfilment infrastructure is failing to deliver on the promises AI-driven agentic commerce is making at checkout — exposing a critical gap between the front-end and the back-end of ecommerce.
Hosted by Marco & Klara. New episode every weekday.
Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing
What is The Digital Commerce Daily?
Your 8-minute briefing on the platforms, players, and profits driving digital commerce today. Hosted by Marco and Klara.