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TikTok Shop U.S. fees near 8%: subsidy era ends, seller math resets

In 2026 TikTok Shop lifted U.S. referral fees from 6% toward ~8% on many non-food categories—effective dates and category tables differ by source. Two extra points plus affiliates and content costs close the early arbitrage window; SKU-level unit economics matter again.

Aug 12, 2026

Shopify up 34%: DTC is alive, traffic doors are shifting

Q2 GMV hit $115.6B with 34% revenue growth—five straight 30%+ quarters. AI-referred traffic tripled, yet search still holds ~one-third of sessions and grows. DTC is compounding; the door changed.

Aug 12, 2026

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