Co-founder Insights

Carla Penn-Kahn
Feb 25, 2026

Ecommerce in 2026 will not be defined by better ads, more dashboards, or marginal gains in ROAS.
It will be defined by who can move from insight to action fastest and who has the infrastructure to support it.
The brands that win won’t necessarily be the loudest or the biggest. They’ll be the ones with the shortest distance between knowing and doing.
Here’s where ecommerce is headed and why most brands are structurally unprepared.
1. AI Tool Overload (and Very Little Clarity)
There are more AI tools than ever.
More outputs. More dashboards. More “insights”.
Yet teams are spending more time evaluating AI than actually acting on it.
The problem isn’t access to intelligence. It’s fragmentation.
When ads sit in one system, inventory in another, finance in spreadsheets and customer data in a CDP, AI simply amplifies noise. Without connected context, it produces something that looks impressive but lacks commercial grounding.
AI without structural data integration doesn’t give you insight.
It gives you confident, well-formatted guesswork.
In 2026, the edge won’t come from using AI. It will come from embedding AI into a unified operating system that connects ad spend, margin, stock position and customer value in real time.
2. Profitability Reporting Becomes Non-Negotiable
CAC payback. Contribution margin by channel. Board-ready KPIs.
Most brands still build these manually in spreadsheets.
That model doesn’t scale.
As capital tightens and investors demand clearer unit economics, profitability reporting moves from “nice to have” to operational core. Finance teams will no longer accept channel-level vanity metrics. Marketing teams will no longer be protected by platform-reported ROAS.
Profit needs to be calculated at SKU, campaign and customer level, continuously.
And it needs to be trusted.
The brands that build this into their daily rhythm will outpace those stitching numbers together at month-end.
3. Agency Accountability and Shared Truth
Brands are increasingly pulling media in-house or demanding deeper transparency from agencies.
Weekly trade meetings now require a single source of truth. Not screenshots. Not exported CSVs. Not platform attribution debates.
Without shared data infrastructure, every meeting becomes a negotiation of numbers rather than a discussion about strategy.
In 2026, agency relationships will shift from performance storytelling to performance auditing. And that only works when margin, inventory and spend are connected in one view.
4. Inventory Intelligence Drives Media Strategy
Most tools tell you what you have in stock.
Almost none tell you what that means for your paid media strategy.
This is where ecommerce shifts materially.
A viral TikTok or creator post can strip inventory overnight. A Meta campaign can scale demand for a product with six weeks’ cover remaining. Overstock can quietly drain cash while ads continue to optimise for revenue rather than margin.
Inventory is no longer a back-office function. It’s a real-time signal that should shape creative rotation, budget pacing and campaign structure.
Brands that connect inventory to marketing will protect cash flow.
Those that don’t will continue to scale into stockouts and margin compression.
ALSO READ: 13 Bold Decisions for Retail In 2026
The Structural Shifts Coming in 2026 - beyond operational efficiency, consumer behaviour itself is changing:
Discovery Is Now Purchase
The gap between content discovery and purchase has collapsed.
Impulse is the funnel.
Consumers discover a product in-feed, via creators, or directly inside AI tools. The journey is compressed. Consideration windows shrink.
Brands that rely on long nurture cycles and static demand forecasting are already behind.
Creator-Led Product Velocity
One viral video can wipe out a product line overnight.
If you don’t have real-time stock signals feeding into your paid and organic strategy, you’re flying blind.
2026 ecommerce requires product velocity awareness, knowing not just what’s selling, but how fast it’s accelerating relative to stock cover and margin contribution.
The Attribution Headache Gets Worse
TikTok-driven demand often shows up in Shopify but not in Meta reporting.
Platform-reported attribution is fragmenting further.
Each channel continues to claim more credit than it deserves.
Without a unified profit lens, marketing teams will continue to optimise against distorted data.
The solution isn’t more attribution models.
It’s aligning every channel to contribution margin and cash impact.
AI-Led Discovery and Zero-Click Traffic
ChatGPT, Perplexity and other LLM interfaces are beginning to recommend products directly.
Consumers are asking AI what to buy.
Brands with strong data signals, clear value propositions and high review velocity will surface. Low-margin, undifferentiated SKUs will not.
At the same time, zero-click discovery is emerging. Traffic from LLM referrals may bypass traditional paid acquisition channels entirely.
If you’re not measuring it, you’re missing it.
Margin and Reviews Matter More Than Ever
LLMs surface products with strong social proof and clear differentiation.
That means:
• Reviews matter more
• Product positioning matters more
• Margin resilience matters more
Discount-led growth strategies will struggle in this environment. Promotional intensity erodes profitability and weakens brand equity, exactly when margin discipline is becoming critical.
The brands that win will be those who scale products with real contribution margin and strong repeat purchase behaviour.
The Rise of Leaner Teams, Higher Leverage
Teams are not getting bigger.
They are getting leaner.
That means tools can’t just report. They must decide.
The future of ecommerce is agentic.
Not in a buzzword sense. In an operational sense.
Multiple specialised systems working in parallel across ad performance, inventory, finance and customer data, producing not dashboards, but recommendations.
Not insight alone, but action.
The brands that build this leverage will move faster than competitors still debating spreadsheet versions.
The Shortest Distance Between Knowing and Doing
In 2026, the winning brands will:
• Connect ads, inventory, margin and LTV into one operating system
• Optimise for contribution, not vanity metrics
• Align marketing and merchandising around shared truth
• Use AI to reduce decision latency, not increase reporting
The goal is simple.
Shorten the distance between knowing and doing.
Because in modern ecommerce, speed to action compounds just as powerfully as capital.
And the brands that act first with context, will reach the summit faster.
Carla Penn-Kahn
CEO & Co-Founder
Carla spent over a decade building and successfully exiting several e-commerce brands, following an earlier career in corporate advisory and investment at Credit Suisse.





