E-commerce Trends: Etsy Surge, AI Dropshipping, TikTok Managed Services, and Fulfillment

Etsy Q2 earnings beat: revenue up 6.2%, GMS up 7.5%, active buyers stabilizing, margins expanding; Depop sale to eBay for $1.4B adds buyback capacity. Etsy pushing agentic commerce with OpenAI, Microsoft, Google. But artists fleeing due to AI art, copycats, fees; only 26.2% of shops active, median sales zero. TikTok Managed Services ($10K + 10-20% commission); TikTok Shop expanding in Singapore with structured training, 1.7x GMV growth. AliExpress $629M EU fine. AI bot traffic 48% of e-commerce sites. Markable expands social commerce with AI video editor and 3D collages, $1B in sales. Global e-commerce forecast $19.83T by 2035. Repeat purchases driving e-commerce growth in cleaning, baked goods, meal kits—opportunities for dropshippers. Niche trend: faded plant markers selling out on Etsy.