Episode Details

Shein, Temu and AliExpress just had their worst quarter in Germany — and Ikea is making a serious move into recommerce. Here's what both mean for European ecommerce strategy.

In this episode:

• German sales for Shein, Temu and AliExpress collapsed 35.5% in Q3 2026 versus Q3 2025, driven by intensifying EU regulatory pressure on low-value imports and parcel taxation — but with Amazon holding 63% of German online retail, the lost volume is unlikely to flow to European alternatives.
• Ikea is simultaneously launching its pre-owned furniture marketplace in the UK, Ireland and Germany, putting it in direct competition with Vinted and eBay and turning recommerce from a sustainability footnote into a core ecommerce channel.
• DTC golf brand PureOne Golf overhauled its attribution model after discovering last-click was systematically misattributing revenue, causing the brand to cut spend on upper-funnel channels that were actually driving a significant share of conversions.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

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