蘑菇AV

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.

Inflation continues to impact spending in Q2, with 84% of consumers saying inflation had an impact on their spending, a 10% increase over Q1, per Jungle Scout鈥檚 research. Meanwhile, Amazon product categories recorded sales increases and social media shopping is on the rise.

Amazon, Walmart, and Stitch Fix lead retailers when it comes to AI implementation: But retailers of all sizes are leveraging the technology to drive sales and improve CX, according to a report provided exclusively to 蘑菇AV.

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 and Walmart reinforce the value of their membership programs: Amazon now offers free Grubhub+ membership as a permanent Prime perk and Walmart+ announces its member-exclusive sale.

If you want to learn how to get insights like these delivered to your inbox every day, and get access to our data-driven forecasts, reports, and industry benchmarks, schedule a demo with our sales team.

TikTok Shop joins Amazon in holding a July sale: The marketplace hopes exclusive discounts on brands like L鈥橭r茅al and live-shopping events will boost GMV.

In the last quarter of 2022, Amazon increased its total net sales 9% YoY to hit $149.2 billion. But compared to the massive growth the company has experienced in the past, its Q4 results were a bit lackluster. From ad revenues to physical store sales, let鈥檚 take a closer look at how some of Amazon鈥檚 business units fared in Q4.

Consumers keep splurging on their pets: That鈥檚 why Amazon is hosting a pet sale and other companies are rolling out niche offerings ranging from stress-relief chews to an airline for dogs.

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.

Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here鈥檚 what鈥檚 behind retail media鈥檚 search success.

Amazon accounted for 80% of marketplace sales, 40% of ecommerce sales, and 4% of retail sales in the US in 2023, per Marketplace Pulse.

Amazon sits at the top of US ecommerce, accounting for 37.6% of sales this year, according to our forecast. In addition to generating billions of dollars in sales, Amazon鈥檚 ecommerce business propels its other ventures, including retail media and B2B ecommerce. By harnessing the power of generative AI, Amazon could leave its retail competition even further in the dust, and possibly catch up to the Google and Meta duopoly.

US ecommerce marketplaces will account for $384.57 billion in sales this year, a growth of 10.2% over 2022, according to our forecast. That growth will accelerate through the end of our forecast period in 2027, at which point sales will surpass $600 billion. 鈥淎尘补锄辞苍 has really written the playbook for operating a successful marketplace in the US,鈥� said our analyst Sky Canaves. Here鈥檚 a closer look at how the three biggest US ecommerce marketplaces stack up.

With the anticipated growth of Prime Day sales, retail media spending will balloon as Amazon retailers invest in marketplace ads to capture more attention during the event.

鈥淏arbie鈥� is the top-searched term on Amazon. Shopify has seen a 56% increase in doll sales. And despite a fall in Q2 Barbie doll sales, Mattel believes there will be significant growth for the property in the coming months and years. All of this has Greta Gerwig鈥檚 movie to thank.

If you want to learn how to get insights like these delivered to your inbox every day, and get access to our data-driven forecasts, reports, and industry benchmarks, schedule a demo with our sales team.

Amazon returns partnership is a huge hassle for Kohl鈥檚, Staples employees: Despite an increase in foot traffic, the constant deluge of packages fails to deliver the expected sales bump.

The 15 biggest US ecommerce players aren鈥檛 a surprise (here鈥檚 looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

Amazon beats estimates as advertising, profitability push delivers results: The retailer鈥檚 spring sale and Prime Video ads helped drive a 13% increase in revenues.

Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.

US retail marketplace ecommerce sales will grow 11.4% to reach $428.30 billion this year, per our forecast. Because Amazon (73.4%) and eBay (8.2%) will rake in the majority of those sales, smaller marketplaces like Shein, Michaels, and Wayfair are getting creative and taking the battle for sales in-store.