E-Commerce — Amazon Reverses Seller Ad Payment Changes Amid Revolt; Salesforce Deepens Agentic AI Commerce Play; Macro Headwinds Squeeze Home Retail and Grocery Fulfillment

E-Commerce · 2026-04-15

TODAY'S SIGNAL — Two forces are reshaping e-commerce operations simultaneously: platform power dynamics and macroeconomic pressure. Amazon's decision to pause its advertising payment overhaul after seller backlash is a rare concession that signals marketplace operators cannot unilaterally restructure financial terms without risking seller liquidity and trust — a lesson for every platform.…