Ryan O'Donnell 
Directive (EU) 2023/2225 brings buy now, pay later under EU consumer credit law on November 20, 2026, adding mandatory affordability checks, a 14-day withdrawal right and a ban on default-selected instalments at checkout. Transposition is still incomplete: the Commission sent letters of formal notice to 23 member states in January, and the Netherlands had no final text as of late September.
Levi Strauss recorded about $80 million of IEEPA tariff refunds in its third quarter of fiscal 2026, lifting gross margin to 66.2% and full-year adjusted EPS guidance to $1.54 to $1.56 per share. Revenue missed and direct-to-consumer comparable sales were flat, and the stock fell almost 5%.
A federal class action in Portland accuses Costco of selling hundreds of products tied to child and forced labor while marketing itself as an ethical sourcer. The suit seeks $200 for each of more than 1.1 million Oregon members, about $220m before punitive damages.
A Reuters analysis found more than 700 of roughly 770 internet security camera listings on Amazon India and Flipkart were for models absent from the Bureau of Indian Standards approved register. Both platforms have begun removing products six months after India’s April 1 certification mandate took full effect.
Bnode is likely to book a further non-cash impairment against its North American e-fulfilment arm at the FY2026 year-end test, reported in the first half of March 2027. The tell was the September 25 swap of a turnaround CEO for the unit own finance chief, effective immediately.
OpenAI posted 15 ads roles in 18 days, seven of them for an SMB Ads team built to recruit, certify and outsource the sale of ChatGPT Ads to small merchants. Read with the Shopify app and the third-party pixel ecosystem, the pattern points to a named agency partner program and a localized Ads Manager by March 31, 2027.
Google has pulled free product listings and organic product carousels from search results across the European Economic Area to comply with the Digital Markets Act, days before its September 21 compliance deadline. Retailers now reach shoppers through paid Shopping ads, comparison services or a new aggregator unit.
Amazon has confirmed Prime Big Deal Days for October 6–7, 2026, a 48-hour Prime-only sale across 22 countries with deal drops three times a day. The date sets the first hard deadline of the holiday quarter for sellers and fixes the week Walmart, Target and Best Buy will have to answer.
Signals point to Wero going live for French online payments at Orange, Air France, Decathlon and Fnac Darty by 31 March 2027, with two of the three pending merchants likely before the 2026 holiday peak. Three September signals, one migration template from Luxembourg, and the bank-coverage risk that could slow it.
India has notified the Consumer Protection (E-Commerce) (Amendment) Rules, 2026, effective January 1, 2027, adding a 30-day prior price test, sponsored listing labels, dark pattern self-audits and mandatory National Consumer Helpline integration. Amazon, Flipkart, Meesho and the quick-commerce apps have 16 weeks to comply.