Macro & retail

Tariffs, consumer demand, peak trading and earnings — the wider retail conditions behind every Amazon selling decision.

Latest macro & retail news

Grindstore reports 61% fall in EU orders since new customs charges took effect — ChannelX, discovered October 26, 2026
“Figures provided by Grindstore show it received 2,371 EU retail orders between the 1st of July and 8th of October this year, compared with 6,128 during the equivalent period in 2025—a fall of 61.3%, representing 3,757 fewer orders.” — ChannelX
Nearly 30% of holiday budgets expected to be spent by the end of October — Modern Retail, discovered October 19, 2026
“According to the consulting firm’s annual holiday shopping survey, 22% of respondents plan to start their holiday shopping earlier than last year, and 28% of shoppers’ budgets are expected to be exhausted by the end of October — the highest level reported in six years.” — Modern Retail
How Amazon Fall Prime Day went for sellers — Modern Retail (2 outlets reporting), discovered October 9, 2026
“According to Adobe Analytics tracking, U.S. retailers drove $9.86 billion in online sales from October 6 to 7, representing 8.5% growth year over year.” — Modern Retail
Amazon’s October Prime Day Is the Big Holiday Test for Brands — ADWEEK, discovered October 5, 2026
“Prime Big Deal Days—which some may call “October Prime Day”—runs Oct. 6-7. Amazon said some deals will offer discounts of 55% or more, with most products at the lowest prices of the year so far.” — ADWEEK
Big-Box Briefing: What to watch for as Amazon, Target and Walmart host their fall sales — Modern Retail, discovered October 2, 2026
“Amazon’s Prime Big Deal Days will take place on October 6-7; Walmart’s Fall Deals Sale will run from October 5-11; and Target Circle will host a sale for members of its free Target Circle loyalty program on October 6-7.” — Modern Retail
Shoppers will spend more and buy less this holiday season — MarTech, discovered September 29, 2026
“Adobe expects U.S. online holiday sales to reach $275.1 billion in November and December, up 6.7% from last year.” — MarTech

What the experts are saying

Search | LinkedIn by Vanessa Hung, September 15, 2025
Feed | LinkedIn by Jungle Scout, July 31, 2025
Amazon cancel Prime Day. by George Barnett Reid 👀, April 3, 2020
Amazon has officially announced Prime Day 2026, scheduled from June 23-26. For b by Pratyay A, June 3, 2026
This Prime Day is going to be the first one where both the consumer and the bran by Brandon Fishman, June 2, 2026
Creatine searches on Amazon have roughly 4x'd since 2023, and the interesting pa by Ted Gibson, July 16, 2026
By 8 AM on Prime Day, a natural hair color brand in our portfolio had already do by Liran Hirschkorn, June 24, 2026
Amazon just announced Prime Day dates. For the first time in years, Prime Day is by Will Haire, June 3, 2026
Post | Feed | LinkedIn by Scott Needham, September 27, 2025
"Wait for the season." by Mansour Norouzi, July 21, 2026
Prime Day moved to June. The window just got tighter. Most brands don't realize by Laura Meyer, April 24, 2026
📅 Amazon’s Q4 calendar is filling up fast. by Will Haire, September 17, 2026
Nobody buys on impulse as we used to. by Vanessa Hung, July 4, 2026
Amazon just officially announced Prime Day for June 23rd–26th. Woohoo! We finall by Chris McCabe, June 4, 2026
Amazon Australia going big with their Prime Day with 65 hours of sales. by George Barnett Reid 👀, June 26, 2019
Amazon reports Q2 earnings July 30. Wall Street will listen for AWS. by Andrew Bailiff, July 27, 2026
Prime Day is right around the corner 👀 The brands that win Prime Day don't star by Destaney Wishon, June 2, 2026
Seasonal optimization isn’t just a nice to have. It’s a competitive advantage on by KC Wang, February 13, 2026
Search | LinkedIn by Daniela Anavitarte Bolzmann ⚡, September 15, 2025
Grocery prices are at an all-time high. Your target customer is clipping coupons by Brandon Fishman, March 5, 2026
PREPARE FOR HIGHER ORDER CANCELLATION RATES ON PRIME DAY by Will Haire, June 25, 2026
Costs to operate are soaring because of this war I have a client who told me tod by Brandon Fishman, March 24, 2026
(10) Post | Feed | LinkedIn by Max Sigurdson-Scott, September 23, 2024
THEN: 10 days ago where Alexa and a couple sites claimed Amazon Prime Big Deal D by Todd Hassenfelt, September 16, 2026
This week, the eCommerce landscape brought a little bit of everything. by Will Haire, September 12, 2026
Amazon is moving Prime Day to June. Here's what I think is actually driving this by Liran Hirschkorn, March 19, 2026
Post | Feed | LinkedIn by Brandon Fishman, September 17, 2025
Do you know all of the different holidays and celebrations that individuals in t by H10bradley, March 9, 2026
(1) Search | LinkedIn by Martin Heubel, December 1, 2025
(17) Post | Feed | LinkedIn by Brandon Fishman, September 19, 2025
Tariffs for Amazon sellers. by George Barnett Reid 👀, February 3, 2025
Amazon announced prime day dates. by Prem Gupta, June 3, 2026
Yesterday I said Amazon wants to own your customer's day. It took your customer' by James Wakefield 🟡, May 13, 2026
🚨 The baby category taught me something I think about on every single project w by Dbolzmann, May 13, 2026
(1) Feed | LinkedIn by Sarah Hurzeler, August 1, 2025
Feed | LinkedIn by Ted Gibson, July 29, 2025
📊 Amazon is not winning because it’s the cheapest option. It’s winning because by Byoungsfl, March 18, 2026
Search | LinkedIn by Martin Heubel, October 7, 2025
Search | LinkedIn by Todd Hassenfelt, September 22, 2025
Amazon customers in Australia are using categories a lot more to search for prod by George Barnett Reid 👀, August 2, 2018
There's a report sitting in your Amazon seller account right now that most peopl by Anthony Nguyen, June 13, 2026
Everyone is talking about Prime Day moving earlier. “Start earlier.” “Prep earli by Will Haire, May 2, 2026
Burt's Bees manufactures in North Carolina. Under Canada's new counter-tariffs, by Liran Hirschkorn, September 10, 2026
A estas alturas, creo que ya podemos decir que el Prime Day 2026 ha sido un flop by Jordiob, June 30, 2026
Amazon needs to bring back the two-day Prime Day in July. Four days is too long by Jasonlandro, June 30, 2026
New episode of #TheeComGrowthShow is out now! Drew Cooper , Head of Sales at Exp by Danan Coleman, April 21, 2026
(1) Search | LinkedIn by Destaney Wishon, December 15, 2025
“44% of people told McKinsey they were delaying purchases on non-essential items by George Barnett Reid 👀, October 15, 2022
Amazon Prime subscribers will more than double to 275 million in the next decade by George Barnett Reid 👀, September 11, 2018
Prime Day officially in June My theory of them moving all events earlier is comi by Noahwickham, June 3, 2026

Macro & retail

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