📦 The Order : Weekly Roundup - BFCM starts early & Perplexity

Issue #190

Happy Sunday,

Here’s a quick roundup of last week’s news:

Chart of the Week:

As Cody Tusberg highlights, by 2025, Amazon and Walmart are projected to dominate over 84% of retail media ad spending:

BFCM starts early this year

Amazon expanded the deals seasons by a week turning the Turkey 5 into a Turkey 12 🦃

Strategy ♟

• Update to US referral and Fulfillment by Amazon fees for 2025 [Amazon]

• Amazon shoppers are being duped by manipulated customer reviews as China-based company Vevor rakes in $500M in sales: bombshell whistleblower claims [New York Post]

• Temu Underprices Amazon by 20% on Anker Headphones; Alibaba Q3 Earnings: AIDC's Revenue Soars 29% to $4.5B [Chinasellers Substack]

• Temu is making it easier for U.S. sellers to join its fast-growing marketplace [Modern Retail]

• Perplexity introduces a shopping feature for Pro users in the US [TechCrunch]

• Perplexity’s AI-powered shopping assistant takes aim at Amazon and Google Shopping [Modern Retail]

Events 🎤

• National Retail Federation NRF 2025, Jan 11-14 in New York

Make this week count 🙌

Christian