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On today's podcast episode, we discuss whether Amazon's online sales business glass is half full (or half empty), if you should advertise on Amazon without selling there, and how much offering primary care to Prime members can move the needle. "In Other News," we talk about Bed Bath & Beyond's marketing, its comeback, and why Pinterest beat everyone's expectations. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.

Amazon implements new seller fee as FTC antitrust case looms: The retailer will take an additional 2% cut on sales from merchants not using its fulfillment services.

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.

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Amazon seems poised to beat its lowered expectations: While the retail giant predicted its slowest-ever holiday season growth, analysts expect the retail giant鈥檚 Q4 sales still rose 6% YoY.

Consumers have taken notice; Gap Inc.鈥檚 sales have grown for four straight quarters.

Target鈥檚 net sales grew just 0.9% in Q3 2024, well below Walmart鈥檚 growth of 5.0% and Amazon鈥檚 8.7%, according to company earnings releases.

Motor vehicle and parts dealer sales; furniture sales; electronics and appliance sales; building material and garden equipment sales; food and beverage sales; health and personal care sales; gasoline sales; clothing and clothing accessories sales; sporting goods, hobby, book, and physical music sales; general merchandise sales; miscellaneous sales; nonstore sales (e.g., pure-play ecommerce platform sales

Retail ecommerce and social commerce sales trends and forecasts. Shopper behavior compared with other markets. How retail search and display ads perform in Brazil.

TikTok offers users Shop credits in last-ditch attempt to boost sales, downloads before US ban: The platform is dangling hundreds of dollars in incentives to increase engagement.

Positive factors, including falling mortgage rates, could fuel a 鈥渞obust market,鈥� sending sales up 4% YoY to $87 billion. Negative conditions, such as a tariff-fueled inflation spike, could lead to a 鈥渨eak market鈥� in which sales dip 2% YoY. The long-term blueprint: Lowe鈥檚 expects sales to rise 3% to 5% per year in the next three to five years once the housing market stabilizes.

That trend hasn鈥檛 gone unnoticed as Kroger, Amazon, Target, and Albertsons have expanded their private label offerings to appeal to value-focused shoppers. Still, the shift isn鈥檛 evenly distributed across categories.

Amazon wants to be where all ecommerce journeys begin: The company is testing an agentic AI-powered feature that helps shoppers buy select products directly from other brands鈥� websites.

Amazon is following in the footsteps of other Big Tech companies releasing AI agents that are ripe for add-ons to existing products and services.

Explore strategic alternatives鈥攊ncluding a potential sale鈥攆or its luxury Bloomingdale鈥檚 and Bluemercury banners. Our take: Macy鈥檚 struggles鈥攚ith both declining sales and activist investors鈥攔eflect the broader challenges in the department store sector, which is losing traction with shoppers who prefer either the convenience of ecommerce or the value offered by off-price and big-box retailers.

Chocolate sales rose 9.2% YoY in Q3鈥攁lthough the majority of that growth was the result of higher pricing to offset elevated cocoa costs, which caused volumes to shrink by 1.2% YoY.

Amazon and Walmart-backed Flipkart are the two dominant players in the country鈥檚 ecommerce sector. The giants currently have roughly the same market share. However, their collective retail ecommerce sales share will dip from 61.9% in 2024 to 60.5% in 2025 as Reliance Retail and smaller players slowly gain ground. Reliance Retail is outpacing Amazon and Flipkart.

Amazon uses Prime Day sales to promote exclusive member deals on its portfolio of owned brands, from consumer electronics to apparel to food products. The ecommerce giant also launched a low-cost line of essential grocery items, Amazon Saver, in late 2024, with extra discounts for Prime members. The strongest private label retailers draw shoppers to their own brands.

Why it matters: Interests could change the way Amazon customers shop. While the retailer is typically consumers鈥� first port of call for necessities like toilet paper and toothpaste, it鈥檚 less effective at driving impulse purchases.

Additionally, outsourcing key functions like ad sales and campaign management can help reduce operational burdens while capturing retail media revenue opportunities. Retail media owes its blueprint to Amazon, but copying its strategy has limits. Amazon wrote the RMN playbook鈥攊s it repeatable? More than a decade after Amazon Ads鈥� launch, dozens of retailers have followed its path.

The platform has marked a significant decline in US sales, from $290.8 million in the last week of March 2025 to $197.4 million in the second week of April, according to data from tracking platform EchoTik cited by the South China Morning Post. Surviving in the US market requires strategic pivots.

Furthermore, between September 2023 and August 2024, Temu and Shein ranked as the second- and third-largest digital retail advertisers in the US, behind only Amazon, according to Sensor Tower. Appendix: Retail Sales by Category for Each Scenario. Limited Tariffs. Moderate Tariffs. Heavy Tariffs.