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Amazon Expands Same-Day Delivery to Perishable Foods to Compete with Instacart and Walmart

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Amazon Prime subscribers can now receive perishable items—including strawberries, milk, meats, and frozen meals—on the same day they order, as the company expands its fast-delivery service. The option is free for Prime members on orders over $25 and available to non-members for a $12.99 fee. Previously, perishable groceries were delivered via Amazon Fresh or Whole Foods, often requiring an additional subscription fee.

The service is currently available in over 1,000 U.S. cities, with plans to expand to 2,300 by year-end. Analysts say the lower order threshold and inclusion of groceries in Prime could attract more members and pressure competitors like Instacart, Walmart+, DoorDash, and Uber Eats. Amazon has invested $4 billion to expand same-day and next-day delivery across rural U.S. communities.

Sea Ltd Beats Revenue Estimates on Shopee and Gaming Demand

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Sea Ltd (SE.N) reported stronger-than-expected quarterly revenue on Tuesday, driven by robust performance in its Shopee e-commerce platform and gaming division Garena, lifting its U.S.-listed shares nearly 19% in early trading.

Shopee revenue surged 33.7% to $3.8 billion in the April-June quarter, with gross merchandise value (GMV) rising 28% to $29.8 billion. The company attributed growth to competitive pricing, enhanced customer experience, and social engagement features like live-streaming and mini-games offering redeemable rewards. Sea now expects Shopee’s annual GMV growth to exceed its prior 20% forecast.

Garena, Sea’s digital entertainment unit, saw revenue climb 28.4% to $559.1 million, fueled by its popular mobile game “Free Fire”, which added 17.8% more paying users and recorded a 23% increase in bookings for the quarter. CEO Forrest Li projected bookings growth for the year to exceed 30%.

Sea’s digital financial products segment, including its Monee app, contributed $882.8 million, up 70%, reflecting rising demand for payment and credit services.

Overall, Sea posted total Q2 revenue of $5.26 billion, up 38.2% year-on-year, surpassing analyst estimates of $4.98 billion. CEO Li highlighted that the company has reached a stage where it can pursue growth opportunities while improving profitability.

Shopify Raises Revenue Outlook on Strong Consumer Demand, Shares Jump 20%

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Shopify (SHOP.TO) forecasted upbeat quarterly revenue on Wednesday, citing resilient consumer demand and strong seller performance despite tariff pressures. The Canadian e-commerce platform’s shares surged 20% following the announcement.

Shopify’s merchant base showed steady growth through early August, building on a 31% revenue jump in the April-June quarter. The company’s results helped ease investor concerns over uncertainty caused by shifting U.S. trade policies under President Donald Trump.

“We haven’t seen any drops in U.S. demand, whether inbound, outbound or local. In fact, the U.S. accelerated in the second-quarter,” CFO Jeff Hoffmeister said on the post-earnings call, noting strong growth across all merchant segments. High-volume sellers with more than $50 million in annual gross merchandise volume (GMV), as well as smaller sellers under $2 million, performed particularly well.

Shopify also reported that many merchants have been raising prices, although specific details were not disclosed. This contrasts with e-commerce giant Amazon’s recent statement that it has yet to see a notable rise in prices despite strong retail results.

Analyst Charlie Miner of Third Bridge commented, “The tariff situation is still playing out… but there is clarity on how consumers will react, and Shopify appears largely unaffected so far.”

Looking ahead, Shopify expects third-quarter revenue growth in the mid- to high-twenties percentage range, above analysts’ consensus estimate of 21.54%, based on data from LSEG.

The company’s investments in artificial intelligence-powered tools to help merchants automate tasks such as website building, image generation, and sales data analysis are contributing to its momentum.