Blog tagged as Amazon weekly news

AI is widely used by sellers, but its main impact remains in content. Amazon advances personalized search via Rufus and increases listing control. Walmart scales Marketplace logistics through stores, strengthening a multi-channel model and improving delivery speed

Amazon strengthens unit economics discipline and catalog control, while Shopify expands AI-driven operations. Growth increasingly depends on product differentiation and multi-channel execution, with Amazon Marketplace remaining the core conversion engine.

Amazon expands global logistics, prioritizes AI, and launches unmet demand discovery, while Shopify opens B2B to all sellers. The week reinforces Amazon as the scaling hub, with multi-channel growth expanding through wholesale and owned-store strategies.

Amazon introduces a 3.5% FBA surcharge, begins auto-deducting ad spend from seller proceeds, and tightens List Price and Typical Price rules. Meanwhile, the Amazon–Perplexity dispute over data access moves forward and may influence future external traffic sources

Amazon now bills clicks from Rufus AI prompts and expands no-box returns to 10,000+ locations; Walmart showcases TV-based commerce formats, while Shopify enables direct sales through ChatGPT and other AI platforms.

Amazon expands product discovery through Shop Direct, analysts suggest concentrating advertising budgets around the primary platform, and a series of AI incidents increases oversight of automated tools. At the same time, a court restricts Perplexity’s AI browser from accessing Amazon accounts.

Amazon strengthens its Marketplace infrastructure—from the growth of the low-price Haul segment to AI analytics in Seller Central. Advertising inside Amazon remains the main sales driver, while Walmart expands seller incentives, intensifying omnichannel competition.

Walmart accelerates retail media growth, TikTok strengthens demand for Amazon, ChatGPT tests AI-powered advertising, and tariff disputes add uncertainty for importers. Issue #47 explores how traffic sources, margins, and strategic risks are shifting across the e-commerce ecosystem.

Amazon and Shopify now account for nearly half of U.S. e-commerce. Amazon tightens AI regulation and streamlines brand content tools, while Walmart attracts higher-income shoppers and expands its advertising business, strengthening its role as an additional sales channel.