This Week's Amazon News: Brand+ Debuts With AI TV Targeting, China Tariff Impact, Walmart's AI Assistant, And More
Amazon Ads Introduces Brand+, A New Way to Grow Your Business with AI-Optimized TV Ad Campaigns
Amazon has launched Brand+, an AI-powered advertising solution in Amazon DSP that helps brands deliver targeted TV and video ads across Amazon properties and premium publishers, with beta testers seeing up to 10% increase in sales and 70% increase in website traffic through automated audience targeting based on Amazon's shopping and streaming data.
Walmart Is Building A GenAI-Powered Shopping Assistant
Walmart is beta testing an AI shopping assistant in its mobile app that helps customers make informed purchase decisions, starting with toys, home products, and electronics, while planning to expand the tool's capabilities to include personalized recommendations and availability across all digital platforms.
Amazon & Apple Considering Increasing Ad Spending On X
Amazon and Apple are reportedly reconsidering their advertising presence on X, with Amazon planning "considerably more" spending and Apple potentially returning to the platform, while X claims 1,500 advertisers have returned in recent months with improved content moderation tools.
Here's How Much Amazon Could Be Hit By China Tariffs
Morgan Stanley estimates 25% of Amazon's direct sales come from China-based products, making it the most exposed among analyzed e-commerce companies, while additional impact could come from its large base of Chinese third-party sellers who may be affected by new tariffs and changes to the de minimis exemption.
Amazon, King Of Online Retail, Can't Seem To Make Its Physical Stores Work
Amazon is scaling back its physical retail presence, cutting its Go stores by half since 2023 to just 16 locations, while pivoting to license its "Just Walk Out" technology to 200+ other retailers – signaling the e-commerce giant's struggle to translate its online success to brick-and-mortar retail.
This Week In Retail: Instacart's Super Bowl Ad, CPG Earnings
Major CPG earnings announcements from Tyson, PepsiCo, and Hershey could reveal shifts in consumer spending and market trends, while Instacart's first Super Bowl ad signals increased competition in the grocery retail space.
Post From Sue Azari :
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This week's updates in eCommerce:
Temu has overtaken Amazon in terms of global monthly active users (MAUs). Temu achieved over $50 billion in gross merchandise value (GMV) in 2024, and is projected to push GMV to $70-80 billion by 2025.
Amazon is in the process of making drones a viable delivery solution for its UK customers. The retailer’s drone delivery service Prime Air is taking steps to start planning for initial flights from its warehouse in Darlington.
Dr. Martens plc has said it is making good progress with its turnaround as it reported an uplift in third quarter revenue. In the 13 weeks to 29 December, group revenue increased by +3% to ￡267 million. The brand's eCommerce revenue grew by 2% whereas retail revenue declined by 1%.
After successful pilot projects in Oslo and Madrid, IKEA will roll out its second-hand platform Europe-wide: the home furnishing chain wants to compete with players like eBay or Depop in this way.
La Redoute is set to roll out its subscription service internationally. Subscribers receive unlimited free delivery on all products, including large furniture items, provided they are sold and shipped directly by La Redoute. They also benefit from exclusive discounts.
TikTok is preparing to bring its fulfilment service to Germany, as indicated by various job postings which suggests TikTok plans to open warehouses for sales partners. With the fulfilment solution, TikTok Shop will manage storage, picking, packing, and shipping orders on behalf of sellers.
Activewear brand Alo Yoga is bridging "virtual wellness" with real world rewards via its 'Alo Yoga Sanctuary' on Roblox. Through a Proof of Attendance Protocol (POAP) activation, players visiting any of Alo Yoga’s stores worldwide can unlock exclusive in-game gear, by scanning a special sticker equipped with near-field communication (NFC) technology.
Post From Prem Gupta :
Amazon's New Inventory Defect & Reimbursement (IDR) Portal Amazon has launched the Inventory Defect and Reimbursement (IDR) Portal, a game-changer for FBA sellers. This centralized hub helps sellers streamline defect management, eliminate manual research, and ensure reimbursement opportunities aren’t missed. Key Features:
With the IDR Portal, sellers can save time, gain deeper inventory visibility, and reduce administrative burdens.
Post From Will Haire :
Big News for Amazon Advertisers! Amazon has just rolled out an exciting update to boost customer engagement! With Rewarded Ads, you can now enhance your DSP display ads by offering incentives to drive even more interaction from your audience. Key Benefits: 1. Self-service advertising with incentives attached to display ads, increasing customer interaction. 2. Automated creative and landing page creation based on your configuration choices. 3. Customizable metrics like click-through rate and branded search to track the impact of rewards
Post From Gwen McShea :
New Datapoint Alert: A big shoutout to the Subscribe & Save team at Amazon! They added "Most Common Frequency!" I had been requesting this for years and its awesome to see it finally appear! I would still like to see the full breakdown on frequency by item but this is a great start. ?
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