E-Commerce & AI Market Intelligence

1. SaaS & AI: Momentum Builds

Kinaxis released their Q3 2025 results showing a 17 % growth in SaaS revenue, with accelerated investments into AI initiatives.

Source: Investing.com

Why this matters for us:

Confirms that high-quality SaaS businesses with AI-led roadmaps continue to scale, reinforcing our interest in acquiring scalable SaaS platforms.
Signals rising multiples and value propositions for acquisition targets that embed AI agents and automation.
Reminds us to scrutinise target SaaS companies for recurring revenue growth, AI-readiness, and the ability to scale globally.

2. E-commerce + AI: Operational Pressures Mount

According to recent analysis by Passport, AI is transforming e-commerce with faster conversion rates, but simultaneously creating significant pressure on fulfilment, logistics and inventory systems.

Why this matters:

For our acquisition targets in the DTC/Shopify space: scaling isn’t just about marketing and brand—it’s about operational and logistical resilience in an AI-driven environment.
Highlights a key leverage point: brands with 30%+ margins and robust fulfillment/back-end architecture are far more attractive because the pressure isn’t going away.
Reinforces the thesis that we should prioritise targets that have already built automation, data-driven supply-chain insights or can integrate AI-bots/agents into commerce operations.

3. Marketing Technology: AI-Enabled Measurement

Recent commentary reveals leading brands are shifting marketing spend into AI-powered Marketing Mix Modelling (MMM) to optimise marketing effectiveness.

Source: Marketing Tech News

What we should glean:

Marketing spend inefficiencies are being addressed with AI; this will affect CAC (cost of acquisition) and ROAS (return on ad spend) across many of the DTC brands we evaluate.
Acquisition targets with first-party data, strong attribution, and AI/analytics capabilities will command a premium, and conversely, those without will face margin compression.
This underpins one of our key filters: brands without strong analytics and data assets (must have) become higher risk.

About Xyra Group

Xyra Group is a London-based investment consortium focused on acquiring, scaling, and integrating e-commerce, SaaS, and technology businesses worldwide. Backed by a board with over $30 billion in transactional experience, Xyra Group is redefining the future of digital commerce through strategic acquisitions, AI-driven optimization, and long-term value creation. If you wish to sell your business kindly reach out by clicking the “Contact Us” button.