Marketplace The Beacon · Pillar

Marketplace.

Amazon, Walmart, NetPPM, Buy Box dynamics, and the algorithm shifts separating top sellers from everyone else.

5 briefings in last 21 days 2 publication days
September 03, 20264 briefings
Marketplace The Arbitrage Window September 03, 2026
AI Referral Traffic Is Real. Your Attribution Isn't.

A new class of AI-driven referral sources is sending qualified buyers to retailers—and most brands are flying blind on which sessions convert.

2026Year AI referral traffic became a tracked commerce channel
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Marketplace The Operator's Edge September 03, 2026
Claude Goes Agentic. Your PDP Is Not Ready.

Anthropic's new agentic commerce features will route buyers past your listing if your data isn't structured for machine consumption.

2026Year agentic commerce features entered live deployment
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August 01, 20261 briefing