📦 The Order : Weekly Roundup - GenAI moves

Issue #213

Happy Sunday,

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

Chart of the Week:

Adobe Analytics titles ‘Traffic to U.S. retail websites from Generative AI sources jumps 1,200 percent’ and digs into the impact of LLMs such as ChatGPT, Gemini & Grok on retailers:

Strategy ♟

• Amazon is no longer penalizing some top sellers for raising prices aggressively amid U.S.-China tariff war [Fortune]

• Amazon and Walmart sellers hoard goods in Canada to wait out tariffs [Financial Times]

• 🙃 Amazon instructs advertisers to spend amid Trump’s tariff turmoil [Digiday]

• Amazon Is Better Prepared for the Trade War Than Investors Think [Wall Street Journal]

• India under tariff pressure to give Amazon and Walmart’s Flipkart full market access [Financial Times]

• Trump meets with US retailers to discuss tariffs [Reuters]

• AI Agents fall short of shopping [The Information]

• AI Agent Advancements #1: Microsoft launches Copilot Merchant Program to integrate retailers into AI shopping [Testing Catalog]

• AI Agent Advancements #2: OpenAI and Shopify poised for partnership as ChatGPT adds in-chat shopping [Testing Catalog]

• Google Shopping Assistant Demo [Linkedin]

• Meta Is Chasing Retail Media Budgets [Adweek]

• …and as the tariff dynamics continue, here are the current rates.

Events 🎤

• Amazing Days, Sofia Apr 28

• NRF Nexus, Ranchos Palos Verdes, CA July 14-16

• Amazon Solution Provider Summit, Seattle July 15-17

• Amazon Accelerate, Seattle Sep 16-18

Make this week count 🙌

Christian