E23: 2026 Ecommerce Finance Predictions

Summary: In this episode, Stephen Brown and Preston Alder discuss their predictions for the e-commerce landscape in 2026. They cover a range of topics including tariffs, interest rates, inflation, the rise of AI, the value economy, and the implications of a K-shaped economy. The conversation delves into the challenges and opportunities that e-commerce businesses will face, emphasizing the importance of execution excellence and inventory optimization. They also explore the potential risks associated with private equity in the current economic climate.

Key Takeaways

• Tariffs are likely at peak levels but will stay elevated long term.

• Sellers should budget assuming current tariff rates do not improve.

• Falling interest rates may not reduce ecommerce lendin ...