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Commerce, logistics and the intermediation layer between brands and consumers.

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Verifiedregulationregulation publishedobserved 2026-05-12published 2026-05

Brazil cuts the import tax on cross-border parcels up to US$50 to zero and converts the change into law

MP 1.357 and Portaria MF 1.342 set a zero import-tax rate from 12 May 2026 for Remessa Conforme parcels up to US$50; state ICMS still applies; Lei 15.502 of 10 September 2026 made the authority permanent. Low-value imported apparel no longer carries the 20% federal charge it had paid since August 2024.

Sources6verified
  1. Novas Regras – remessas postal e expressa — Receita Federal (gov.br), 2026-05-12
    Desde 12 de maio de 2026 ... Alíquota do I.I. zero (0%)
  2. Medida provisória zera 'taxa das blusinhas' para importações de até US$ 50 — Agência Senado, 2026-05-13 secondary
    a redução da alíquota passa a valer com a entrada em vigor da norma e não dá direito à devolução ou compensação de imposto pago anteriormente
  3. Comunicado 13/05/26 – Atualização das regras de tributação simplificada das remessas internacionais — Correios, 2026-05-12
    autoriza a isenção do Imposto de Importação para compras de até US$ 50, nos termos da legislação vigente
  4. Lei nº 15.502, de 10 de setembro de 2026 (Conversão da MP nº 1.357, de 2026) — Presidência da República (planalto.gov.br), 2026-09-10
    inclusive para reduzi-las a zero na faixa de tributação de até US$ 50,00 (cinquenta dólares dos Estados Unidos da América)
  5. MPV 1357/2026 – tramitação — Congresso Nacional, 2026-09-10
    TRANSFORMADA EM NORMA JURÍDICA ... Aprovada na forma de Projeto de Lei de Conversão
  6. Taxa das blusinhas: entidades pedem fim da MP que zerou tributo — Central do Varejo, 2026-07 secondary
    em junho de 2026 o número de pequenas encomendas internacionais praticamente dobrou em relação a junho de 2025

Independent cross-check · · sonar-pro · live web search · 15 citations: partly consistent · Record

StrengthConfidenceImpactSourceDiário Oficial da União (MP 1.357/2026; Portaria MF 1.342/2026; Lei 15.502/2026); Receita Federal; Congresso Nacional
Verifiedindustrytechnology deploymentobserved 2025-11-04published 2025-11

Amazon blocks AI agents and sues Perplexity while its ad business grows 26%

Amazon expanded robots.txt blocks on AI crawlers and agents (reported Aug 2025), sued Perplexity over its Comet shopping agent (Nov 2025, N.D. Cal.), won a preliminary injunction (9 Mar 2026) that the Ninth Circuit vacated on 4 Aug 2026. Meanwhile Amazon Ads grew 26% to $19.8bn in Q2 2026 and Amazon pushes its own agentic assistant (Rufus/Alexa+). Monetise attention, deny outside agents, build your own.

Sources4verified
  1. Amazon quietly blocks AI bots from Meta, Google, Huawei and more — Modern Retail, 2025-08-21 secondary
    Amazon is desperately trying to stop AI companies from training models on its data
  2. Amazon.com Services LLC v. Perplexity AI, Inc., 3:25-cv-09514 (N.D. Cal.) — CourtListener, 2025-11
    Amazon.com Services LLC v. Perplexity AI, Inc., 3:25-cv-09514 (docket caption; page returned 403, seen in search results)
  3. Ninth Circuit Rules on AI Agent 'Access' to Third-Party Websites Under CFAA — Cooley LLP, 2026-08-06 secondary
    it was the user who 'accessed' Amazon's computers, with the help of Perplexity's AI agent
  4. Amazon.com Announces Second Quarter Results (Exhibit 99.1) — Amazon.com, Inc. / SEC EDGAR, 2026-07-30
    an agentic AI shopping assistant that offers personalized recommendations, product comparisons, price history, and the ability to automate shopping through features like Price Alerts and Auto-Buy

Independent cross-check · · sonar-pro · live web search · 15 citations: partly consistent · Record

StrengthConfidenceImpactSourceModern Retail (robots.txt, 2025-08-21); Amazon v. Perplexity, 3:25-cv-09514 (N.D. Cal.); Ninth Circuit ruling 2026-08-04 (Cooley); Amazon Q2 2026 results (SEC Ex. 99.1)
Verifiedtechnologytechnology deploymentobserved 2025-09-29published 2025-09

Consumer AI assistants add native checkout — then OpenAI retreats to discovery

OpenAI launched Instant Checkout in ChatGPT (US Etsy sellers first) on the Stripe-co-developed Agentic Commerce Protocol on 29 Sep 2025; Google announced UCP-powered checkout in AI Mode and Gemini on 11 Jan 2026. By 24 Mar 2026 OpenAI was deprioritising Instant Checkout in favour of product discovery and merchant-owned checkout. The assistant is becoming the shelf faster than it is becoming the till.

Sources3verified
  1. Stripe powers Instant Checkout in ChatGPT and releases Agentic Commerce Protocol codeveloped with OpenAI — Stripe, 2025-09-29
    The e-commerce traditional model was built for humans – now, we're beginning to optimize commerce for agents.
  2. New tech and tools for retailers to succeed in an agentic shopping era — Google (The Keyword), 2026-01-11
    UCP establishes a common language for agents and systems to operate together across consumer surfaces, businesses and payment providers.
  3. OpenAI's plans to make ChatGPT more like Amazon aren't going so well — TechCrunch, 2026-03-24 secondary
    The initial version of Instant Checkout did not offer the level of flexibility that we aspire to provide

Independent cross-check · · sonar-pro · live web search · 15 citations: partly consistent · Record

StrengthConfidenceImpactSourceOpenAI/Stripe Instant Checkout + ACP launch (2025-09-29); Google UCP announcement (2026-01-11); OpenAI pivot reported by TechCrunch (2026-03-24)
Verifiedindustrytechnology deploymentobserved 2025-09-03published 2025-09

Temu opens its Brazilian marketplace to locally stocked sellers with two-business-day delivery

Cross-border platforms are shifting from air parcels to stock held in Brazil: Temu's local-to-local model follows Shein's Guarulhos warehouses and its November 2024 airport customs centre. The delivery-time edge of domestic apparel makers narrows for locally stocked items.

Sources3verified
  1. Temu abre sua plataforma para vendedores brasileiros — Mobile Time, 2025-09-03 secondary
    abriu a plataforma para vendedores brasileiros, conhecido como local-to-local
  2. Nova estratégia da Temu acelera disputa por galpões logísticos — Mundo Logística, 2026-07-22 secondary
    A entrada de players globais de e-commerce no modelo de 'vendedor local' exige que os condomínios logísticos tenham especificações técnicas elevadas
  3. SHEIN inaugura centro de desembaraço aduaneiro em Guarulhos — Mundo Logística, 2024-11-04 secondary
    Acreditamos que este passo não só traz mais agilidade para nossos consumidores, como também solidifica nosso compromisso com a conformidade aduaneira

Independent cross-check · · sonar-pro · live web search · 15 citations: partly consistent · Record

StrengthConfidenceImpactSourceMobile Time; Mundo Logística

Major trends

TrendStageMomentumEvidence
Ultra-fast fashion becomes effectively localaccelerating2 for · 1 against
Traceability becomes a qualification criterionweak signal1 for · 0 against
Agentic commerceaccelerating2 for · 0 against

Recent changes

  1. 2025-09technologyAgent-to-merchant protocols published (AP2, ACP)
  2. 2025-09technologyNative checkout inside ChatGPT (Instant Checkout)
  3. 2023-07eventShein leases its largest Brazilian warehouse (Guarulhos, 135,000 m²)