🛍️ What's up E-commerce – November 14, 2025

🌞 Introduction

What a week! It feels like we've just transitioned from "AI for commerce" to "AI is commerce." Between the announcements from OpenAI/Stripe and Alibaba, autonomous shopping is no longer science fiction but an open-source protocol. On the regulatory front, a bombshell: Europe delivered a fatal blow to the Shein and Temu model by removing the VAT exemption for goods under €150. In France, this climate sees TikTok Shop establishing a lasting presence. Welcome to the weekly summary for November 7 to November 13, 2025.

🤖 AI & Tech

🤖 Google Launches "Agentic" AI Shopping in the US This week, Google unveiled a major overhaul of its AI Shopping in the United States, integrating conversational search, automatic comparisons, and AI agents. The "Let Google Call" feature even allows the AI to call stores to check inventory or make purchases on behalf of the user. This deployment is not yet planned for France. (larevuedudigital.com)

🤝 Alibaba.com Deploys "AI Mode" for B2B in Europe Announced in London, AI Mode integrates agentic AI at the core of the B2B platform (scheduled for December). The tool interprets natural language, analyzes technical specifications, and compares suppliers. This launch coincides with a 57% increase in European orders. (prnewswire.com)

📊 Bain: Agentic AI Will Disrupt 8-14% of E-commerce Within 3 Years A report from Bain & Company reveals that 30-45% of US consumers already use GenAI for product search. Salesforce estimates that AI will account for $73 billion in global sales just during the Black Friday/Cyber Monday 2025 period. (bain.com)

💬 Meta Integrates Collaborative AI into Facebook Marketplace Meta is rolling out a redesign of its Marketplace, including shared collections and the integration of Meta AI. The AI can suggest relevant questions to the seller and analyze listing details to optimize the purchase conversation. (techcrunch.com)

🇫🇷 L'Oréal China Partners with Alibaba Cloud for AI The cosmetics group announced a strategic partnership on November 14 to deploy generative AI applications in beauty retail, including intelligent customer service and AI agents. (larevuedudigital.com)

🏪 A 100% AI Grocery Store Opens in France by Fujitsu The first store entirely managed by artificial intelligence has opened in Auvergne-Rhône-Alpes. The system uses cameras to create virtual avatars (without facial recognition) to enable automatic payment. (journaldugeek.com)

🛠️ ManoMano Develops an AI Copilot for Artisans The B2B marketplace announced it is working on a "trade-specific" AI assistant, co-built with artisans. The goal is to save them time in searching for and selecting technical products for their professional purchases. (larevuedudigital.com)

📢 E-commerce & Shopping

🇪🇺 EU Removes Customs Exemption Under €150 A major political agreement on November 13: the exemption from customs duties on e-commerce parcels under €150 will be abolished starting in 2026. This measure, which directly targets Shein, Temu, and AliExpress, seeks to restore fair competition for European players. The EU is also imposing new safety rules for toys sold online. (taxation-customs.europa.eu)

🇨🇵 TikTok Shop Reaches 1% E-commerce Market Share in France In just 6 months (April-September 2025), the platform captured 1% of the French e-commerce market, surpassing eBay and La Redoute. France dominates European Live Shopping with 860 daily sessions in September. (journaldunet.com)

🛍️ Shein: Galeries Lafayette Terminates Contract with SGM Following the controversial partnership between SGM (Société des Grands Magasins) and Shein, Galeries Lafayette has terminated its affiliation contract for 7 provincial stores (Dijon, Grenoble, Angers, etc.). These stores will become BHVs, while the opening of Shein corners outside Paris is postponed. (ecommerce-nation.fr)

📊 French E-commerce Exceeds €160 Billion in 2025 The market surpasses 15% of retail trade, still dominated by Amazon (22% market share). The ranking confirms the spectacular breakthrough of Shein (top 5, +67%) and Temu (top 10) in a market now transformed by AI and visual search. (actu-marketing.fr)

⚖️ Auchan, Carrefour, and Leclerc Sued for Digital Inaccessibility In France, the four retailers (as well as Picard) have been subject to an interim injunction since November 12. Their e-commerce sites allegedly do not comply with legal accessibility obligations for visually impaired and blind people. (ecommercemag.fr)

🌍 Retail & International

🚀 Shopify: 32% Growth in Q3 and Gartner Magic Quadrant Leader Shopify continues its run with +32% revenue and +32% GMV in Q3 2025. The platform is named a Leader in the Gartner 2025 Magic Quadrant for Digital Commerce, receiving the #1 score in the "AI-Enabled Commerce" category. (shopify.com)

🐲 Singles' Day: JD.com Breaks Sales Records, But Profit Falls JD.com smashed its records for 11.11 (+40% customers, +60% orders). However, Q3 net profit plunged by 55% due to massive and loss-making investments in meal delivery. Tencent fared better (+15% Q3 revenue) while Alibaba remained quiet, signaling a slowdown. (jdcorporateblog.com)

📦 Amazon Extends Low-Cost "Haul" Service and Lays Off 14,000 Executives Amazon is extending "Haul" (formerly Bazaar), its response to Temu/Shein, to 14 new markets. In parallel, the company announces 14,000 "corporate" job cuts to reinvest massively in AI, despite excellent Q3 results. (sundayguardianlive.com)

🎯 Target and Walmart: AI and Low-Price Strategies for the Holidays Target is lowering prices on 3,000 products and deploying an AI gift recommendation tool. For its part, Walmart launched its 12-day Black Friday, but the major news is the surprise announcement of the retirement of its CEO, Doug McMillon, effective January 2026. (corporate.target.com)

📈 Impressive Growth for Action: +17.4% Over 9 Months The non-food discounter reached €11.2 billion in revenue over the first 9 months of 2025 (+17.4%). The brand opened 221 new stores and shows like-for-like growth of +6.3%. (lineaires.com)

📦 InPost (Mondial Relay) Posts 49% Growth in Q3 Between July and September, the group delivered 351.5 million parcels (+34% year-on-year). Growth is driven by strong European progression and the continued expansion of its network of automated lockers. (ecommerce-nation.fr)

💳 Payments & Fintech

🇬🇧 PayPal Relaunches Services in the UK and BNPL in Canada After nearly two years of absence, PayPal is relaunching its services in the UK on November 12 with a loyalty program (PayPal+) and payment cards. The company is also launching its "Pay in 4" interest-free offer in Canada. (reuters.com)

📱 Apple Launches "Digital ID" in Apple Wallet On November 12, Apple introduced the ability to create a digital ID in Wallet from a US passport. The feature is first being deployed at over 250 TSA airports. (apple.com)

🌍 PPRO Unifies Access to Local BNPL in Europe PPRO unveiled "Buy Now Pay Local" on November 11, a unified solution for accessing the main local BNPL options in Europe (such as Floa, Scalapay, BLIK Pay Later) via a single integration. (financialit.net)

🚀 Startups & Fundraising

🇮🇹 CommerceClarity Raises €2.7M for its Product Catalogue AI The Milanese startup, which uses AI to automate the creation of e-commerce catalogs, closes a €2.7 million pre-seed round. It promises a 90% reduction in operational costs and +30% sales. (vestbee.com)

💰 Skims Reaches $5 Billion Valuation. Kim Kardashian's shapewear brand has raised $225 million and reached a $5 billion valuation. Sales are expected to exceed $1 billion in 2025. (retailgazette.co.uk)

📺 Whatnot (Live Shopping) Raises $225M in Series F The live shopping platform (US/UK/Europe) secures $225 million at an $11.5 billion valuation, more than double early 2025. It has exceeded $6 billion in live sales in 2025. (retailtechinnovationhub.com)

🗓️ E-commerce Agenda

November 24-25: Tech For Retail 2025 (Paris Expo Porte de Versailles) - More than 13,000 visitors and 415 exhibitors expected. Opening keynote by Maurice Lévy (Publicis). (More info: ecommercemag.fr)

Tech For Retail Awards: 20 finalists announced in 4 categories (Innovation, Startup, Generative AI, Customer Experience), including LiveCrew, Albatross AI, Neat, Notify AI, Dealt, and Neuralk. (More info: larevuedudigital.com)

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