Sales from major brands on TikTok Shop nearly doubled in 2025, drawing Ulta and Sally Beauty
TikTok Shop’s 2025 transaction volume jumped nearly 80% year over year, driven by over 103 billion e-commerce searches and major brand sales.

Weekly intelligence across AI, ecommerce, luxury, and jewellery.
Issue W13 · March 2026
articles analysed this week
Perceptions of AI threatening traditional retail lose credibility as Home Depot’s foot traffic and relevance surge alongside advances in automation and intelligent operations.
AI is not replacing retail or luxury expertise, it is amplifying it, sometimes in unexpected ways. Home Depot’s surge in foot traffic, even as it deploys advanced automation across channels, shows that intelligent operations can make physical stores more relevant, not less. Meanwhile, Oracle’s new AI agents are automating B2B ecommerce processes, and Google’s Agent Smith is executing internal workflows for engineers, freeing up human time for judgment and creativity.
The connection is clear: as AI handles repetitive or technical tasks, brands and retailers get more leverage from their people and spaces. TikTok Shop’s 80% sales jump in 2025 came from major brands using data and automation to meet customers where they are, not abandoning physical presence. The strongest objection is that automation erodes differentiation, but Home Depot’s results and De Beers’ sightholder cuts both show that scarcity and service still matter most when technology is everywhere.
For luxury and jewellery, the next quarter is about using AI to remove friction behind the scenes, not in the client experience. Invest in tools that automate catalog, supply chain, and compliance, but double down on in-store theatre, expert advice, and the stories only your people can tell.
Weekly Luxury Intelligence · ~12 minutes
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Perceptions of AI threatening traditional retail lose credibility as Home Depot’s foot traffic and relevance surge alongside advances in automation and intelligent operations.
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This Week
TikTok Shop’s 2025 transaction volume jumped nearly 80% year over year, driven by over 103 billion e-commerce searches and major brand sales.
Amazon will hold Prime Day in June instead of July this year, shifting the key sales event earlier for brands and sellers.
Home Depot is expanding AI-powered services to create a seamless shopping experience across all channels while emphasizing the continued relevance of its physical stores.
Oracle has embedded AI-enabled Fusion Agentic Applications across its finance, supply chain, and procurement software to automate B2B ecommerce processes.
The European Union will fine online marketplaces selling unsafe or illegal goods into the bloc under a newly overhauled customs regime.
ReFiBuy launched a developer platform to help merchants optimize product catalog data for AI-powered agentic commerce discovery experiences.
In-store retail identification rates remain in the single digits, compared to digital loyalty program match rates of up to 30 percent.
This Week
De Beers Group has reduced its number of sightholders by up to one-third, limiting access to its diamond supply.
NYC jeweler offered to replace a runner’s lost heirloom engagement ring, turning a marathon mishap into a local marketing win.
A Sydney jeweller has joined a campaign to reduce stigma and raise awareness around multiple sclerosis.
BECKS will celebrate its 50th anniversary at this year's Australian Jewellery Fair.
Indie game Retro Rewind sparks nostalgia for 1990s video rental stores and the tactile appeal of physical media among players.
Bravo TV’s ‘Real Housewives’ franchise marks 20 years as a prolific source of internet memes and online cultural influence.
Luxe Digital named Rolex, Patek Philippe, and Audemars Piguet among the world’s best luxury watch brands in its latest ranking.
This Week
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Google’s Agent Smith AI tool autonomously plans and executes workflows, referencing internal documents and employee profiles, surpassing its predecessor Antigravity in autonomy and integration.
AMD will begin rolling out its Helios GPU platform globally, including India, in H2 2026, partnering with TCS to build AI-ready infrastructure.
Anthropic’s Claude suffered a nearly five-hour outage, disrupting Opus 4.6 and API services, while Claude for Government was mostly unaffected.
Large language models promote expert consensus and moderate opinions, contrasting with the populist and polarising effects of social media platforms.
The UK’s FCA is piloting Palantir’s Foundry AI platform for three months at over £30,000 per week to detect illicit financial activity.
This Week
Swiss Re forecasts global data centre insurance premiums could hit $24.2 billion by 2030 as rapid growth drives up risks and potential losses.
Snabbit reached 1 million orders in March, doubling since December, as Urban Company’s InstaHelp also surpassed 1 million monthly bookings and Pronto topped 15,000 daily orders.
Consumer sentiment dropped 5.8% in March, erasing three months of gains and leaving the index 6.5% below March 2025 levels.
Chinese brands Anta and Urban Revivo are expanding stores internationally, targeting Nike and Zara’s markets amid weaker domestic demand and rising global appetite for affordable options.
The University of Michigan’s sentiment survey recorded a 6 percent drop in consumer confidence for March amid rising gas prices.
Asos reported a 50% increase in underlying profits, driven by womenswear, despite turnaround challenges and competition from Shein.
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