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鈥淎mazon is in such a unique position to give us an idea of broader consumer sentiment because of their scale and reach,鈥� our analyst Sarah Marzano said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. This year, nearly three-quarters (72.7%) of all US households will be Prime members, according to our July 2024 forecast. 鈥淚f we examine the behaviors that emerge from Prime Day, we get a good sense of how consumers are feeling.鈥�

Walmart+ Week member participation rose thanks to popularity with wealthy shoppers: While Amazon鈥檚 Prime Day sale attracted twice as many participants, its lead is narrowing.

Are millennials pulling away from Amazon? While they were the one demographic group whose Prime Day spending dropped year over year, they continued to spend on other retailers鈥� sites.

As the world's largest toy company, LEGO has built a retail empire that outpaces competitors Mattel and Hasbro combined through a sophisticated, centered multichannel strategy.

Prime Day 2024 shatters records yet again as consumers stock up on essentials: Shoppers spent $14.2 billion online, spurred by significant discounts and the chance to get a head start on back-to-school needs.

Amazon鈥檚 ad portal crashes during Prime Day: Though sales are unlikely to be impacted, the outage highlighted tensions between Amazon and sellers.

Amazon鈥檚 pricing and returns policies draw complaints from sellers: Merchants flag lost revenues, higher fees, and inadequate seller support as reasons for their discontent.

The current holiday season is a crucial period for creating those relationships. Amazon drew significant attention from marketers over the Cyber Five weekend for its shoppable marketing features, but Walmart鈥檚 recently completed Vizio acquisition sets the stage for a battle between the two retailers鈥� CTV businesses.

So last year, holiday season sales grew 3.9%. But what do we expect from holiday season sales this year? To the nearest decimal please. So 3.9% growth in holiday season sales last year. What do we expect this year to the nearest decimal? Okay, so Danny says 4.1%, Sky says 4.5%, and Yory very pessimistically says 2.1%.

If we see it start to bounce back amid recent softness, that could be a great sign for Amazon for e-commerce overall and looking ahead to the holiday season. But the early read is that we didn't quite get that silver lining. Sara Lebow:. Yeah. Some of the top items purchased on Prime Day were consumer electronics. I think Fire TV Stick was one of them.

Consumers of all ages and income levels shopped Amazon Prime Day this year. Shoppers spent more this year compared with 2022, and despite a tough economic climate, Prime Day shoppers didn鈥檛 price compare as much as expected.

Calendar context: With the invention of Prime Day, Amazon created an industrywide retail holiday consumers can now count on in the summer each year. Last year, Amazon also launched its Prime Early Access Sale in October. 鈥淲e now have three key tentpoles,鈥� said our analyst Andrew Lipsman on 鈥淏ehind the Numbers: Reimagining Retail,鈥� referring to Prime Day, the Prime Early Access Sale, and Black Friday. But spring remains untapped. 鈥淎 question I get is, 鈥業s Amazon going to do more of these?鈥� And I think the answer is yes, eventually,鈥� said Lipsman.

Valentine鈥檚 Day is quickly approaching (a helpful reminder), and ahead of the romantic holiday, Sweethearts put out a collection of 鈥渟ituationship鈥� hearts with 鈥渕essages as blurry as your relationships.鈥� The candies are targeted at Gen Zers in an aim to get buy-in from consumers who may not be head over heels for celebrating Valentine鈥檚 Day.

Amazon had another record Prime Day: While shoppers spent enthusiastically, their price consciousness was on full display as BNPL usage, comparison shopping increased.

Consumers expect to spend nearly 10% more on Valentine鈥檚 Day this year: And nearly one-third plan to give the gift of an experience, the highest share ever.

Deep discounts may drive consumers previously holding back on big-ticket or discretionary purchases to splurge, while parents will keep an eye out for back-to-school deals. Walmart, Target, and Best Buy may see Prime Day-driven boosts in physical store traffic.

Computer and consumer electronics purchased during the pandemic are due for an upgrade, which is good news for Amazon and retail as a whole. But besides that possible bright spot, this year鈥檚 Prime Day event will likely be 鈥渦nremarkable鈥� as other retailers steal Amazon鈥檚 spotlight.

Prime Day advertising had a higher ROI than last year: Amazon worked out kinks from 2022鈥檚 event that will help it secure relationships with sellers.

Attentive's Cyber Week triumph: Sales of $1.8 billion driven by AI-SMS synergy and personalized messaging.

Thursday Night Football shows viewership metrics don鈥檛 say it all: Amazon鈥檚 Black Friday audience was far lower than expected, but DTC opportunities drove brand excitement.

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.

Some 57% of US consumers started their online shopping searches on Amazon as of Q2 2023, according to Jungle Scout. That鈥檚 more than those who started on a search engine (42%), the Walmart website (39%), or TikTok (17%).

On today's special episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover how much the world is traveling again, how Amazon Prime Day did, the staying power of Threads, and more. Tune in to the discussion with this month's contestants: our analysts Carina Perkins, Max Willens, and Yory Wurmser.

The Christmas Tree Shop is closing its doors. Overstock.com is becoming Bed Bath & Beyond. Party City went bankrupt and is closing stores. More than 50,000 stores that are open now may be closed by 2027, according to UBS. But what actually happens to retail spaces, brand identities, and competitors when a brand goes out of business?

Go further: Check out our US Holiday Shopping 2024 report.