Happy Sunday,
Here’s a quick roundup of last week’s news :
Chart of the Week #1 Solar Eclipse Special
In ‘Using Amazon web traffic to track the eclipse’ Amazon’s Supply Chain Optimization team showcases the effect (as a traffic hit) of the solar eclipse
Chart of the Week #2
Amazon’s marketshare is expected to keep expanding as eMarketer highlights:
Movers & Shakers 🙌
A peak into eCommerce software expansion in Asia: Anymind’s 8-year journey [AnyMind]
Strategy 🦈
Amazon CEO Andy Jassy’s letter to shareholders [Amazon]
Amazon leans into video in emerging Europe's online marketplace fight [Reuters]
Inside Amazon’s Push to Crack Trader Joe’s—and Dominate Everything [Wall Street Journal]
Inside Andy Jassy's plans for AI at Amazon [Business Insider]
Amazon Briefing: Amazon is selling brands on programmatic podcast ads [Modern Retail]
Amazon retail CEO tells employees about his 'AI show and tell' and warns of companies that 'failed to adapt' to big technology shifts [Business Insider]
Amazon adds AI expert Andrew Ng to board as GenAI race heats up [Reuters]
US Department of Homeland Security cracks down tax loophole that benefitted platforms like Shein and Temu [DHS]
Ulta shares fall as CEO warns beauty demand is slowing [CNBC]
Alibaba will struggle to knock Temu off ecommerce top spot [Financial Times]
ByteDance Profit Jumps 60%, Taking It Past Archrival Tencent [Yahoo Finance]
Events 🎤
Pattern Accelerate, May 9-10 in Salt Lake City
Amazon Ads Developer Summit, May 16-17 in New York
Shoptalk Europe, Jun 3-5 in Barcelona
Amazon Accelerate, Sep 17-19 in Seattle
Make this week count 🙌
Christian