Butterfly Agency

Retail & E-Commerce
France 2026

Field intelligence driving innovation — combining field insights and artificial intelligence

Adrien Naeem

Adrien Naeem

Co-founder

March 2026 — Butterfly Agency — Presentation 1h

01

What changed in French retail
in the last 12 months

🚨

Chinese platforms destroying pricing power

Temu & Shein gained 10M+ monthly visitors in France. Ultra-low pricing is now the default expectation for an entire generation of shoppers.

🤖

AI reshaping discovery

Search, social, and AI agents are replacing the website-first journey. Your .fr homepage is no longer where buying decisions start.

✂️

Retailers cutting tools, not adding

Budget pressure means consolidation: fewer vendors, fewer experiments. Every new tool must prove ROI in months, not years.

french ecom market

The French E-Commerce Landscape

Fevad projects the market will cross €200B in 2026.

Amazon
42M
visitors/month (#1)
Leboncoin
30.5M
visitors/month (#2)
Temu
24M
visitors/month (#3)
Fnac
19.5M
biggest riser

Source: Fevad / Médiamétrie — Q4 2025

french ecom market

The real threat is not Amazon anymore

3 Chinese platforms in the top 15 — and climbing every quarter.

#SiteVisits/moOriginTrend
1Amazon42MUSStable leader
2Leboncoin30.5MFRSteady #2
3Temu24.6MCN+2M this quarter
4Booking.com20.8MNL
5E.Leclerc19.5MFR
6Shein19.5MCN+3M, biggest riser
7Vinted17.8MLT
8Carrefour17.1MFR
9Lidl16.7MDE
10Cdiscount15.5MFR
11Fnac14.2MFR
12AliExpress13.8MCNSteady presence
13Leroy Merlin12.5MFR
14Decathlon11.9MFR
15Zalando11.2MDE

Source: Fevad / Médiamétrie Q3 2025 — Chinese platforms in pink · French platforms in blue

Pricing pressure

Temu + Shein = 44M visits/month combined. Ultra-low prices reset consumer expectations.

Margin compression

Marketplaces commoditize every category. French retailers forced to compete on price, not value.

press review Q1 2026

Key highlights of the quarter

Q1 2026
TikTok

1 year of TikTok Shop in France

Since its launch in March 2025, TikTok Shop captured 1% of the French market in 6 months, with 16,450 active sellers and a creator-centric model.

Leboncoin Carrefour

Leboncoin & Carrefour launch on GPT

The two French giants integrate ChatGPT into their customer journey: conversational search at Leboncoin (-70% search time), omnichannel assistant at Carrefour (drive + stores).

Lemrock

Lemrock raises €7M for retail GEO

The French startup raises €7 million to make retailers visible in AI chatbots. A strong signal of the rise of GEO in France.

02

Market Reality

02 — market reality

How France decides

France is not a market you enter. It's a market you earn.

Slow, collective, political

Buying decisions involve 5-8 stakeholders. Consensus matters more than speed. Expect 6-12 month sales cycles.

Network > outbound

Referrals and warm intros drive 70%+ of enterprise deals. Cold outreach barely works in France.

Agency-dependent ecosystem

Retailers rely heavily on agencies and integrators. You need them on your side before you pitch the client.

Relationship-led, not product-led

Features don't close deals. Trust, presence and local proof do. Show up, show value, show commitment.

"France is not a market you enter. It's a market you earn."
03b — e-commerce ecosystem

The French e-commerce ecosystem

Key agencies and consultancies shaping French retail digital transformation.

E-commerce Ecosystem
03

What We See
on the Ground

03 — field intelligence

We talk to 1,000+ e-commerce leaders.
Here's what they actually say.

Sourced from LCDE, WIRE, Store Tour, Back From… events, and our WhatsApp community.

📉

Profitability pressure

Margin, stock, space, labour, customer acquisition — every cost line is under scrutiny.

🔧

Stack fatigue

Too many tools, too many vendors. Teams want fewer platforms that actually deliver.

🎲

Demand unpredictability

Forecasting is broken. Consumer behaviour shifts faster than planning cycles can follow.

03 — field intelligence

Our top insights

Sourced from LCDE, WIRE, Store Tour, Back From… events, and our WhatsApp community.

Top retailer pain points

End of "POC bullshit"

They want real ROI, not pilots that go nowhere.

Stack simplification

Too many tools, too much complexity. They're cutting, not adding.

Conversion & checkout

Business performance > feature lists. Show me the revenue impact.

Online/offline unification

Omnichannel is the #1 operational priority.

AI with real use cases

Not hype. Concrete applications that move metrics.

What they expect from a SaaS

Business proof, not features

"Show me what it did for someone like me."

Local case studies

French references > global logos. Always.

Accompaniment, not just a tool

They want a partner, not a login.

Simple integration

Or a solid ecosystem. No one wants another silo.

Red flags they have on SaaS

"Yet another tool"

Instant rejection if you can't show differentiation.

Unclear pricing

Revenue share models poorly understood. Transparency wins.

Broken promises

The market has a long memory. One bad launch poisons the well.

No French references

"If no one here uses it, why should I?"

04

Social Commerce
Revolution

04 — social commerce

6 months in: the real numbers

TikTok Shop has already disrupted French e-commerce.

16,450
French sellers
+176% growth
1%
Market share
in 6 months
84%
Revenue from
affiliate creators
3.4×
Live shopping
purchase multiplier

Demonstrative

Show product in action.

Creators first

Creators drive the funnel.

Content > Brand

Media first, e-com second.

Live = Sales

Most converting format.

Source: Adrien Naeem — ECLS 2026

Social Commerce
05

Agentic
Commerce

05 — agentic commerce

AI takes control of purchase decisions

50%+ of French consumers use AI to discover and purchase.

50%+
French buy via AI
100Md€
EU market 2027
2M+
Shopify×ChatGPT
20M+
Amazon Rufus

Shopify×ChatGPT

Basket +35%, returns -15%

Amazon Rufus

20M+ US users for AI reco

Sephora×ChatGPT

Try-On, conversion +40%

Stripe Agentic

Payment + fulfillment + support

CORE Club 05b — field intelligence

CORE Club — What the market is really saying

Exclusive insights from the private e-commerce leaders club — joincore.io

Community Members

Capgemini Capgemini
Christian Dior Couture Christian Dior Couture
Louis Vuitton Louis Vuitton
VEJA VEJA
Rimowa Rimowa
Smile Smile
DnD DnD
HERMÈS HERMÈS
Valtech Valtech
OSF Digital OSF Digital
Deloitte Deloitte
Christian Louboutin Christian Louboutin
AMI PARIS AMI PARIS
Ubisoft Ubisoft
Givenchy Givenchy
Clever Age Clever Age
Viseo Viseo
Lacoste Lacoste
05b — CORE last talk

CORE March 2026 — Infographic

CORE Edition 3 Infographic
06

GEO vs SEO

06 — geo revolution

The GEO revolution: SEO for AI

€60B of SEO must be redirected to GEO starting 2026.

60Md€
SEO → GEO
30%
AI queries 2026
+300%
GEO budget 2025
70%
Search time ↓
Leboncoin×ChatGPT

-70% search time. +45% engagement.

Google UCP

Mandatory adoption Q3 2026.

Valiuz GEO

3× more clicks via generative responses.

MetricDefinitionImpact
AI VisibilityProbability in AI responseReplaces CTR
Conv. ConversionSessions → purchaseNew KPI
Intent MatchContent × AI queryRanking factor
NL RankPosition in gen response> Google rank
GEO Infographic
07

Physical Retail
Connected

07 — store tour

Store Tour Paris

See what's next in retail, live — storetourparis.com

What you'll discover

Real-time inventory

RFID, sensors, unified stock

Omnichannel

Ship-from-store, click & collect

AI in-store

Flow analytics, smart mirrors

Clienteling

Tablets + live customer data

Where

🇫🇷 Paris Nike, Sephora, Lego, Decathlon Q2 2026
🇦🇪 Dubai Dubai Mall, Chalhoub, L'Occitane Q3 2026
🌍 International London, New York, Seoul 2026-27

Conclusion

conclusion

If you remember 3 things

🤝

France is relationship-driven

Trust, proximity, and personal connections still close deals. Cold outreach doesn't work here.

💰

Pricing is now strategic, not operational

Chinese platforms changed the game. Pricing, bundling, and value perception are the new battleground.

AI is accelerating everything

Discovery, operations, customer experience — AI is reshaping every layer of retail, fast.

Butterfly Agency

Thank You

Contact us to discuss your retail & e-commerce strategies.

Adrien

Adrien Naeem

Co-founder

hello@butterflyagency.io butterflyagency.io Paris × Lyon × Bordeaux

This document is confidential

annexe

3 must-attend events

Mars 2026
1to1

1to1 Monaco — 3,300 attendees

The premium digital commerce summit. C-level networking, exclusive keynotes, qualified meetings.

Sept 2026
Paris Retail Week

Paris Retail Week — 15,000+ attendees

The largest retail trade show in France. Innovation, omnichannel, digital transformation of commerce.

Nov 2026
TechForRetail

TechForRetail — 13,000+ attendees

Tech for retail. AI, data, automation, connected customer experience.

annexe

Why TikTok was primed to win in France

TikTok isn’t a destination — it’s a reflex.

27.8M
Monthly active users
~38h
Per user/month
~300
App opens/month
Mar 2025
TikTok Shop launch

Shoppable Videos

Products tagged directly in short-form content. Discovery meets instant purchase.

Live Shopping

Lives tripled. Sessions +51%. Purchases ×3.4. The most converting format in social.

Shop Tab

Native commerce tab: content → trust → purchase. Full funnel in one app.