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Shoppers were willing and able to spend this holiday season: Even as consumers focused on value, sales rose 3.8% YoY from November 1 to December 24.

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Cross-border sales are booming in Western Europe despite a slowdown in adoption. As China鈥檚 ecommerce giants eye European expansion, local retailers face a competitive threat鈥攁nd a substantial opportunity.

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Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

This deck provides critical data to help retailers benchmark their own ecommerce sales against key retailers such as Amazon, Boots, Ocado, and Sainsbury's.

Amazon鈥檚 2023 Prime Day events brought in a combined $13.88 billion in US ecommerce sales last year, according to our forecast. But as consumers remain cautious with their spending, Amazon is looking to boost sales outside of the July and October tentpole events.

On today's podcast episode, we discuss what's driving online store sales for Amazon, its outlook on brick-and-mortar, and how its ad business is continuing to outperform the market. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Rachel Wolff.

Walmart was the biggest US retailer by US sales in 2022 with nearly $500 billion in sales, more than double the size of runner-up Amazon, according to the National Retail Federation.

Amazon sees a big opportunity in beauty: The retail giant is hosting the Summer Beauty Haul sales event to capture shoppers鈥� attention, boost retail media spend, and drive sales.

Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

TikTok is driving social commerce sales and buyer growth: The platform鈥檚 popularity and influence with Gen Zers contributed to its 2024 successes. We look at how that could change in 2025.

Amazon Prime is deeply entrenched in the US, with 75% of households as members. Despite this saturation, Amazon sees growth opportunities in international markets and among underpenetrated US demographics: rural, younger, and lower-income consumers. These groups show untapped potential, said Jamil Ghani, Amazon Prime鈥檚 worldwide VP. Prime fuels Amazon鈥檚 ecosystem鈥攎embers spend more by using benefits like streaming, pharmacy, Grubhub+, and free shipping. In contrast, nonmembers often spend less over time. By expanding perks and appealing to new segments, Amazon uses Prime to drive loyalty, customer lifetime value, and resilience against macroeconomic shifts.

The news: Amazon plans to bring same- and next-day delivery to more than 4,000 smaller cities and rural communities by year鈥檚 end. Our take: Amazon鈥檚 growing focus on rural delivery is squarely aimed at deepening Prime鈥檚 value, driving higher engagement, and unlocking long-term loyalty in a market that still holds plenty of untapped potential.

Amazon faces renewed antitrust scrutiny in Europe: The retailer is under fire from German regulators concerned that its price controls limit competition.

The biggest Prime Day on record gave loyal consumers even more of a reason to love Amazon. Millennials shopped more conservatively during the sale this year, yet continued spending at other retailers. Meanwhile, retail competitors rode the wave of heightened buying intent. Here are five key stats on Prime Day that you didn鈥檛 know.

On today鈥檚 podcast episode, we discuss the potential of Amazon鈥檚 new Buy for Me feature, which of its new CTV ads will make the biggest impact, and how much tariffs might slow down the online shopping giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants鈥� tariff mitigation abilities.

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