Episode Details

Back to Episodes

Amazon Wants to Run Every Marketplace, AI Gets the Keys & Holiday Spending Hits $275B

Season 3 Episode 59 Published 2 weeks, 1 day ago
Description

Send us Fan Mail

Amazon is no longer trying to win only the sale. It wants to run the systems behind the entire commerce operation.

In this September 29th episode, Mr. Will examines Amazon’s expansion beyond its marketplace, AI agents acting inside Seller Central, record holiday spending forecasts, and TikTok Shop’s growth.

What is Amazon changing inside Seller Central?

Amazon’s multichannel tools connect eBay, Shopify, TikTok Shop, and Walmart accounts to manage listings, orders, profitability, and fulfillment. Amazon is also adding Prime delivery for website orders, Multichannel Fulfillment savings of 15% to 25%, and Express Payouts. The efficiency is real, but so is the concentration inside Amazon’s infrastructure.

How are AI agents changing marketplace management?

Seller Assistant now uses persistent memory and workflows for inventory, pricing, competition, and Account Health. Amazon Quick and Anthropic’s Claude can access seller data and take approved actions.

Amazon Ads is introducing campaign intelligence in October and auto-optimization in January 2027. Operators need permissions, approval limits, audit trails, and human oversight.

What should brands expect from Q4 2026?

Adobe expects U.S. online holiday spending to reach $275.1 billion during November and December, with another $95.8 billion spent online in October. Approximately $9.9 billion may be spent during Amazon’s October Prime event.

Consumers are expected to use promotions to stock up on everyday products. Grocery, beauty, personal care, and household brands should treat October as part of the holiday demand curve.

How are Amazon and Walmart competing for business buyers?

Amazon Business Deals creates a promotion tool, while Walmart Business expands pricing, volume discounts, analytics, and reporting. Amazon’s seller-fulfilled Business orders must also meet a 90% Business Hour Delivery Rate beginning September 30th.

Which operational updates need attention?

Amazon adds dangerous-goods questions to affected listing edits October 26th. Walmart sellers should audit low-review products against the correct Review Accelerator program.

Why does TikTok Shop matter?

Best Buy is bringing nearly 10,000 products to TikTok Shop, while Sephora is using exclusive drops, creators, and livestreams to launch products. TikTok reports that its Shop business in Spain grew roughly 150%, with approximately 70% of seller revenue coming from short-form video and livestreams.

Content is becoming the shelf, salesperson, and checkout path. Brands need focused products, creator pipelines, inventory depth, and reporting that connects content to sales.

The operator takeaway: use the new infrastructure and automation, but retain control over your data, approval limits, channel economics, and customer relationship.

Selling on Giants delivers operator-focused ecommerce news and marketplace strategy for brands growing across Amazon, Walmart, TikTok Shop, Target, and the broader retail ecosystem.

Follow Selling on Giants for weekly operator-level coverage of Amazon, Walmart, TikTok Shop, AI commerce, retail media, marketplace strategy, and the changes actually affecting ecommerce operators.

Subscribe to Selling on Giants for weekly insights that go beyond the headlines and focus on what actually impacts your business.

Support the show

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us