🛍️ What's up E-commerce – November 13, 2026

Week of November 6 to 12, 2026

Plesio (formerly Casino) shareholders are set to hold less than 0.1% of the capital, while Vente-unique.com tops €100M in business volume in a single quarter for the first time. Deliveroo now delivers pet food and flowers in under an hour, and France blames Iran for sabotaging supermarket fridges. Across the Channel, Comet rises from the ashes as a stockless marketplace; in New York, "surveillance pricing" is banned. Here's what mattered this week.

📢 E-commerce & Shopping

🏦 Kretinsky takes control of Fnac Darty with 69.3% of the capital. In France, EP Group's tender offer, which closed on November 9, collected 40.9% of the capital at €35 per share: together with the 28.5% already held by VESA, the group now owns 69.3% of the capital and voting rights. The offer reopens from November 12 to 25, with no squeeze-out planned. Meanwhile, JD.com completed its takeover of Ceconomy (MediaMarkt), another Fnac Darty shareholder, raising its stake to 59.8% of the capital. (abcbourse.com)

📉 Plesio (formerly Casino): current shareholders cut to under 0.1% of the capital. In France, the parent company of Monoprix, Franprix and Cdiscount reports Q3 revenue of around €1.9B, stable on a like-for-like basis, and adjusted EBITDA of €498M over nine months (+9.3%). The agreement in principle reached with FRH and the lenders provides for a €390M capital increase reserved for FRH and the conversion of €600M of debt into equity, bringing the TLB debt down from €1.4B to €800M. Completion is targeted for the end of March 2027. (easybourse.com)

🛋️ Vente-unique.com tops €100M in business volume in a quarter for the first time. In France, the online furniture specialist reports revenue of €68.5M (+29.5%) in the fourth quarter of its fiscal year, for business volume of €100M (+33.9%). For fiscal 2025-2026, revenue reaches a record €243.1M (+21%) and business volume €348.7M (+26.5%). (abcbourse.com)

🏬 BHV Marais and BHV Parly 2 closed for lack of insurance. In France, both stores closed on November 9 around 4 p.m., a week after the opening of their receivership, with management citing an "administrative regularization" tied to an insurance policy that was not transferred during the proceedings. BHV Marais was still closed the next day "until further notice," and unions fear it may never reopen. (journaldunet.com)

⚖️ The French Competition Authority issues objections to the Auchan, Intermarché, Casino alliance. In France, the investigation services consider that the AURA purchasing alliance engages in practices "likely to significantly harm competition," both toward suppliers and in retail markets. It is the first ex-post competition review of a purchasing alliance, based on interviews with around 150 suppliers. The parties have two months to respond or offer commitments. (autoritedelaconcurrence.fr)

🛵 Deliveroo Shopping lands in France with non-food products. In France, the delivery app, owned by DoorDash, opens a tab to deliver parapharmacy, pet supplies, beauty, home, flowers and childcare products in under an hour in around 50 cities. Maxi Zoo, Royal Canin, Monop'Beauty, Pylones and Monceau Fleurs are among the first partners. (ecommercemag.fr)

✨ Joybuy (JD.com) opens a beauty space in France. In France, the Chinese group's platform launches thousands of products in K-beauty (Medicube, Anua, Laneige), J-beauty and French brands such as Nuxe, L'Oréal Paris and Lierac, with brand stores and €5 off from €30 spent. (ecommercemag.fr)

🧭 Mirakl appoints a co-CEO alongside Philippe Corrot. In France, the marketplace software company names Steve Stathis Tzikakis, formerly of Sitecore and 13 years at SAP, as co-CEO, while Adrien Nussenbaum becomes chairman of the board. Mirakl posted $218M in ARR in 2025 (+23%). (maddyness.com)

🎁 Christmas budget: two surveys, two moods. In France, according to Ankorstore, the average budget reaches €478 (+1.7%) and price is the deciding factor for 41% of consumers. The Cofidis/CSA survey, for its part, expects €581, versus €491 last year, but 62% of French people say they are worried (+14 points) and 33% plan to cut spending. (refrance.fr)

🏪 Specialty retail: in-store sales down 6.9% in September. In France, according to Procos, footfall fell 8.7% and apparel sales plunged 17.6%, while beauty and fragrance grew 3.7%. Large shopping centers fell around 11%. (pointsdevente.fr)

🤝 Coopérative U and Feef sign a three-year agreement for SMEs. In France, the retail cooperative renews its moratorium on logistics penalties for all small and medium-sized businesses and is exploring logistics pooling. According to U, SME and mid-sized brands are growing 7% in value, versus 2.2% for the market. (pointsdevente.fr)

💳 Black Friday: the DGCCRF warns against buying on credit. In France, the consumer protection authority reminds shoppers that the final cost of a purchase financed on credit can exceed the advertised discount, that the reduction must be calculated on the lowest price of the past 30 days, and that countdown timers must not be misleading. (economiematin.fr)

🇪🇺 Brussels unveils the Digital Fairness Act: dark patterns, subscription traps and AI shopping agents in its sights. In Europe, the Commission adopted its proposal on November 11, banning dark patterns that push people to buy, such as fake "almost sold out" messages, unwanted automatic renewals and free trials without a reminder before switching to paid. The text also regulates AI shopping agents, with three authorization levels chosen by the consumer, and provides for fines of up to 6% of global turnover. It must still go through Parliament and the Council. (europawire.eu)

🧾 VAT: the EU extends the IOSS scheme to orders above €150. In Europe, finance ministers agreed on November 9 to scrap the €150 threshold of the Import One-Stop Shop, with VAT collected by marketplaces and entry into force targeted for July 1, 2028. In 2025, €38.8B of VAT was declared through the OSS and IOSS schemes (+17%), including €7.7B for IOSS alone. (ecommerce-nation.fr)

📦 Small parcels imported into the EU: down 63% in Q3. In Europe, according to European Commission figures, imports of small parcels fell 63% year on year in the third quarter, following the €3 tax introduced on parcels worth €150 or less. (mind.eu.com)

🚚 Uber holds two-thirds of Delivery Hero. In Germany and Europe, at the end of the acceptance period for its €41.50-per-share offer, Uber holds 66.56% of the delivery group, valued at around €13B. Remaining shareholders can still tender their shares until November 24, and completion is expected in the second half of 2027, subject to antitrust approvals. (etailment.de)

💲 Amazon raises FBA fees by $0.19 per unit in 2027. In the United States, FBA fulfillment fees will rise by an average of $0.19 per unit on January 15, 2027, versus $0.08 in 2026, and the 3.5% fuel and logistics surcharge is maintained. On storage, the utilization surcharge disappears on February 1, 2027. No changes have been announced for Europe so far. (novadata.io)

🛍️ TikTok Shop launches "Shop Plus," its $9.99 subscription to take on Prime. In the United States, the platform is testing with more than one million of its top shoppers a subscription at $9.99 per month after a 30-day trial: free shipping on "Plus"-badged items, an extra 10% off a selection and three monthly coupons. (digiday.com)

🗽 New York bans "surveillance pricing." In the United States, the New York City Council voted on November 12 for a bill banning the use of personal data and algorithms to set individualized prices. Transparent discounts, such as loyalty or student rates, remain allowed, and each violation carries a fine of up to $1,000. (council.nyc.gov)

🚁 Amazon Prime Air secures a first-of-its-kind approval in the UK. In the United Kingdom, the Civil Aviation Authority grants Amazon the world's first SAIL 4 approval: in Darlington, the drone delivery area grows from around 600 to around 8,000 customers, within a 12 km radius, for parcels of up to 2.2 kg delivered in under 2 hours. (aboutamazon.co.uk)

🇬🇧 M&S targets 50% online sales in fashion, home and beauty. In the United Kingdom, at its capital markets day on November 10, Marks & Spencer set a target of an online share close to 50% in these categories, with 180 highly productive stores and an operating margin above 10%. The group plans £600M in structural savings by fiscal 2028. (corporate.marksandspencer.com)

⚡ Comet is reborn as a marketplace, 14 years after going bust. In the United Kingdom, the electricals brand, bought by OnBuy in 2025, returns with a £10M relaunch: more than one million products offered by 2,500 sellers, with no stock of its own. CEO Cas Paton is aiming for a £1B business. (retailtimes.co.uk)

🧒 The Children's Place files for Chapter 11 protection. In the United States, the children's fashion retailer, which has around 500 stores in North America, filed for bankruptcy on November 8 with $881M in debt and is seeking a buyer, with final bids expected on December 9. Its net sales are down 19%, and both stores and website remain open. (retaildive.com)

📣 Marketing & Ads

📰 Big advertisers will have to steer up to 10% of their digital ad budget toward the press. In France, the bill presented to the Council of Ministers on November 10 targets advertisers spending at least €1M a year on advertising, around 3,000 companies, for an estimated gain of around €150M for news publishers. Executives could face a €75,000 fine. (fr.themedialeader.com)

📲 Colissimo makes official its role as TikTok Shop's preferred carrier. In France, La Poste reports more than one million TikTok Shop parcels shipped in three months of partnership. Colissimo, which handles around 500 million parcels a year, claims around 40% market share. (boursorama.com)

💸 48% of French people plan to spend less in the second half. In France, according to Dailymotion's Shopping Signals study of 15,386 people in 8 countries, 48% of French people want to cut spending and 25.2% to increase it. Luxury holds up: 35% of French respondents asked about this category plan to spend more on it, a record among the countries studied. (fr.themedialeader.com)

📊 Criteo: 3,600 brands have already tested advertising in ChatGPT. In France and worldwide, Criteo CEO Michael Komasinski said at Web Summit that 3,600 brands have tested ads in ChatGPT through the partnership with OpenAI, with a "modest increase" in budgets. He says he is "skeptical" about AI agents that buy on their own. (cbnews.fr)

🇪🇺 TikTok: Brussels finds the "For You" feed in breach of the DSA. In Europe, the Commission's preliminary view is that TikTok's recommendation feed traps users in spirals of harmful content through its addictive design. The social network faces a fine of up to 6% of its global turnover. (ny1.com)

🔍 Pinterest launches "Compare" and price alerts. In the United States, the Compare feature displays similar products side by side with price, availability and reviews, via Pinterest Assistant or visual search. Wishlists that alert users to price drops and restocks are being tested on iOS in the United States and Canada. (ppc.land)

🎀 Mattel opens its first brand store on TikTok Shop. In the United States, Barbie, Hot Wheels, Fisher-Price and Monster High arrive on TikTok Shop with around twenty products at launch, then more than 40, to bet on live shopping ahead of Christmas. (modernretail.co)

🤖 AI & Tech

📈 Traffic from AI jumps 49% in a quarter at Mulliez family retailers. In France, according to Valiuz's third GEO barometer, sessions coming from generative AI have quadrupled in a year and grown 50-fold since December 2024, accounting for 1.17% of sessions. Their conversion rate reaches 1.45%, versus 2.3% for other channels, and 87.7% of these visits start on a product page. (journaldunet.com)

🧊 Sabotaged supermarket fridges: France blames Iran. In France, the national cyber crisis coordination center on November 9 attributed the attacks on retail refrigeration controllers to a unit of Iran's Revolutionary Guards, and the Iranian ambassador was summoned. Around 700 sites had been hit on the night of October 11 to 12. (leto.legal)

💳 PrestaShop launches its in-house payment offer, with PayPal. In France, PrestaShop Payments, announced at the PS Summit in Lyon and in testing since October, will roll out to all stores in early 2027, with a per-transaction cost set to decrease with volume. (ecommerce-nation.fr)

👜 Vestiaire Collective opens its catalog in ChatGPT. In France, the luxury resale platform launches a ChatGPT app giving access to nearly 6 million items, with natural-language search and comparison of two or three listings. Payment takes place on the website. (fashionunited.fr)

🧪 Visa tested 22 AI shoppers: they fail 42.8% of the time. In the United States, Visa's first Agentic Commerce Benchmark put 22 models from 12 labs through 15 shopping scenarios: a 57.2% average success rate, ranging from 28.9% to 82.2% depending on the model. More than half of failures (54%) still end with a purchase. (investor.visa.com)

💬 Amazon lets shoppers buy by text message with Alexa for Shopping. In the United States, selected customers can now search, compare, buy, track prices and orders by text, or send a photo to find similar items. The rollout is set to widen in the coming weeks. (techcrunch.com)

📸 eBay creates a listing from a single photo, including in France. In the United States, France, the United Kingdom, Germany and Italy, the Magical Listing tool identifies the photographed item and fills in the listing fields, which the seller reviews before publishing. eBay says 10 million sellers have used its AI tools and 800,000 listings are generated per day. (digitalcommerce360.com)

🏦 Meta prepares Muse for the UK as British banks block AI agents. In the United Kingdom, Meta is approaching retailers to launch its Muse shopping agent within weeks, which claims more than 11 million users, according to Retail Gazette. Meanwhile, HSBC, Barclays, Lloyds, NatWest and Nationwide are reportedly blocking AI agents from accessing customer accounts, according to the Telegraph. (retailgazette.co.uk)

📅 Agenda

🖤 Amazon launches its Black Friday Week from November 19 to 30. In France, the United States and the United Kingdom, Amazon runs 12 days of deals, with Black Friday on November 27 and Cyber Monday on November 30. In the United States, daily themed "drops" offer up to 60% off. (press.aboutamazon.com)

📆 Klarna reports third-quarter results on November 17. In Europe and the United States, the Swedish buy now, pay later specialist, listed in New York, will release its quarterly results at the start of the Black Friday season. (investors.klarna.com)

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