E-Commerce — Amazon Opens Logistics to Outside Businesses, GameStop Bids for eBay

E-Commerce · 2026-05-05

TODAY'S SIGNAL — Three structural forces are converging for e-commerce operators. First, Amazon's decision to sell its logistics stack — shipping, fulfillment, and delivery — to outside businesses transforms it from a marketplace competitor into an infrastructure utility, fundamentally altering the build-vs-buy calculus for every mid-market brand. Second, GameStop's $55.5 billion proposal to…