The V Spot - May 8th 2026

Earnings Season (Again)

Welcome to the V Spot. Your home for the eComm Nearly News.

Tuesday morning, Squawk on the Street. Harley Finkelstein walked in, clean white shirt, no hat , where is Harley’s hat? , and announced that Shopify had crossed $101 billion in GMV. In one quarter. Revenue up 34%. Strongest growth in four years.

The stock fell 15%.

We are still , somehow , sponsored by Sumoblue. An Irish marketing agency whose pitch this season is simple: the basics are back. No new shiny thing. No agentic anything. Just PPC, SEO, conversion, the work. Side effects include calmer Mondays. Tell them the V Spot sent you. They will deny it. Tell them

anyway.

The Stories

Amazon Logistics: AWS Walks Into A FedEx Bar

Monday. Andy Jassy launched Amazon Supply Chain Services , opening Amazon’s full freight, fulfillment, and parcel network to any business, anywhere, regardless of whether they sell on Amazon. FedEx fell 7%. UPS fell 9%.

Shopify Did $101 Billion And Got Punished. $101 billion GMV in 90 days. AI-driven traffic to Shopify stores up eight times year-over-year. Q2 guidance: high twenties percent growth. Wall Street voted. Stock dropped 15%.

Dyslexic Spotify shareholders, briefly delighted by the dip, then realised. Again.

Whatnot Plugs Into Shopify, Brings Live Commerce With It

Whatnot launched its direct Shopify integration. Whatnot did $8 billion in seller GMV last year. More than double 2024.

Live commerce in the US is a $20 billion category projected to double again in 2026.

Germany Sends Shein And Temu A €2.4 Billion Invoice. The German Retail Federation released a study claiming Shein and Temu deliver 460,000 parcels into Germany every single day. The kicker , half of Shein and Temu shoppers said they’d have bought identical products from German retailers at the same price.

Then why didn’t they.

Klaviyo Lets Brands Build Skills In English. This one is small but matters. Type the rule, ship it. No code. Every CX manager in your network is currently figuring out whether this means less work or more work.

Amazon Decides To Win UK Grocery The Old-Fashioned Way

The Grocer reported on Tuesday that Amazon Fresh in the UK is now the cheapest grocer on 64.9% of 2,313 tracked SKUs. The bold new growth strategy. Be cheaper than the competition. Mind-blowing stuff. Take notes, Harvard Business Review.

Big thanks to Omnisend for closing us out , the email and SMS platform pulling $68 in revenue for every $1 spent. May your 4th, damn it too late....

So this week , Amazon became a logistics company, Shopify printed $101 billion and got punched in the face for it, Whatnot dragged Shopify into the livestream era, Germany discovered Temu owes them a tax bill, Klaviyo handed agentic commerce a plain-English keyboard, and Amazon learned how to use a calculator in the UK.

Retail’s not dead. It’s just getting better at being strange.

That’s the 9 minutes you won’t get back this week.