USPS Bills EU Duties, Meta Grows 26%, David's Bridal Spins Off AI

US sellers shipping to Europe face a new USPS duty billing rule that changes cross-border margins overnight. Plus Meta's 26% revenue growth signals advertiser confidence, and David's Bridal bets its AI tool Pearl is worth more than the bridal brand itself. In this episode: USPS introduced a rule allowing it to bill American sellers directly for foreign duties on EU shipments, following the EU's removal of its de minimis exemption in July 2026 — shifting customs liability from customers to brands. Meta reported 26% year-on-year revenue growth to $64.6 billion in Q3 2026, with advertiser demand holding firm despite record fines and surging operating costs tied to its Muse AI infrastructure buildout. David's Bridal is spinning off Pearl, its Shopify-built agentic AI shopping assistant, as an independent platform — signalling the company believes the AI commerce technology it built is more scalable and valuable than the retail brand itself. The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day. Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us. Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily