Happy Sunday,
Here’s a quick roundup of last week’s news:
Chart of the Week:
Maketplace Pulse editor-in-chief Juozas Kaziukenas provides some scenarios on the evolution of the 3P vs 1P model:
The Rufus Impact:
Marketplace Pulse in Amazon’s Shopping AI Is Confident and Wrong is pointing to some confident errors that Rufus is making.
But if you have not optimized your listings specifically for Rufus, chances are you are missing out on a new traffic push. 👉 Optimize your listings on Autopilot now, just enroll… it’s an Amazon-optimized Autopilot (without the hallucination of other AIs).
Movers & Shakers 🙌
Thrasio Appoints David Johnson as Chief Executive Officer [PR Newswire]
Strategy ♟
In leaked internal meeting, Amazon retail chief says sales of cheaper items are surging [Business Insider]
'They use Amazon like a costume rental service': Shoppers are increasingly wearing and returning their Halloween goods [Modern Retail]
The retail lobby readies itself for tariff fights during a second Trump presidency [Modern Retail]
India raids offices of sellers using Amazon, Flipkart platforms, sources say [Channel News Asia]
The FTC orders Sitejabber to stop faking product reviews [The Verge]
Canada orders TikTok to shut down its business operations in the country due to 'national security risks' [Engadget]
Big brands moving… to Shein? ‘The Children’s Place launches Shein storefront’ [Retail Dive]
Pinterest: Hampered By Weak Ad Pricing And Slow International Monetization [Seeking Alpha]
Events 🎤
National Retail Federation NRF 2025, Jan 11-14 in New York
One special ask ⚠️
One last thing for today:
Jeffrey Cohen is shaping this industry by connecting Amazon’s Ad efforts and teams with all of us. Give him some feedback here to help him shape his 2025 planning.
Make this week count 🙌
Christian