E-Commerce

The Information’s reporting on e-commerce includes uncovering financials from the world’s biggest e-commerce companies, such as Amazon and Shein. Additionally, our team is leading the analysis of forays into e-commerce by various platforms, including ByteDance's TikTok, X and more.

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Recent Articles about E-Commerce
Philip Johnston, CEO of Starcloud. Screenshot via YouTube
Exclusive

Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT
Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks to raise at least $200 million at a valuation of around $2.2 billion after the investment, according to a person involved in the deal. The discussions come just one month after Redmond, Wash.-based Starcloud said it raised $170 million at a $1.1... Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks...
Photo by David Kawai/ Getty Images.
Exclusive

Shopify Seeks Licenses to Push Deeper Into Fintech

By Ann Gehan · Apr 30, 2026 6:00am PDT
Commerce giant Shopify is seeking regulatory approvals to take a bigger role in offering financial and payments services to the millions of merchants using its software. Shopify has already secured money transmitter licenses in more than a dozen U.S. states to hold and move funds itself, and it is seeking them nationwide. If that happens, the... Commerce giant Shopify is seeking regulatory approvals to take a bigger role in offering...
A Mercado Libre facility in Sāo Paulo State, Brazil. Jonne Roriz/Bloomberg/Getty Images.
True Value

Mercado Libre Is Growing 30%-Plus a Year: Its Stock Is Too Cheap

By Anita Ramaswamy · Apr 21, 2026 6:04am PDT · 1 comment
Latin America’s largest tech firm, e-commerce and fintech juggernaut Mercado Libre, is on sale. The company’s share price has dropped 9% over the past 12 months even as its business has continued to rocket along at a 30%-plus revenue growth rate. Investors are skittish about growing competition posed by Singapore’s Sea Ltd. in Mercado Libre’s... Latin America’s largest tech firm, e-commerce and fintech juggernaut Mercado Libre, is on sale....
Art by Clark Miller
The Big Read

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment
Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...
Art by Clark Miller.
E-commerce

‘Everyone’s Desperate’: Consumer Startups Bet on Mobile Big Brother Billboards

By Ann Gehan · Nov 29, 2024 10:00am PST · 2 comments
When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an expansion push into America earlier this year, the company’s executives knew they needed to make a splash. Huel’s $200 million in annual revenue came from online sales mostly in Europe—in the U.S., it hoped to win over customers in... When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an...