Q1 data from CommerceIQ 's latest State of Ecommerce Report shows category order
By Martin Heubel ยท April 28, 2026 ยท Curated by George's Blog
Q1 data from CommerceIQ's latest State of Ecommerce Report shows category orders are up 2% YoY. But average selling prices dropped a staggering 8%. ๐ป๐
More importantly, the quality of the 2% OPS growth is what should concern brand leaders. Weaker ASPs are accelerating last year's pricing pressure across categories.
The drivers behind it:
๐ ๐๐ผ๐๐ป๐๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐ฏ๐ฒ๐ต๐ฎ๐๐ถ๐ผ๐๐ฟ ๐ผ๐ณ ๐ฐ๐ผ๐ป๐๐๐บ๐ฒ๐ฟ๐, ๐น๐ผ๐ผ๐ธ๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐๐ฎ๐น๐๐ฒ ๐ฎ๐ ๐ฎ ๐ฏ๐ฒ๐๐๐ฒ๐ฟ ๐ฝ๐ฟ๐ถ๐ฐ๐ฒ.
Categories most affected by this were Grocery (-6% YoY), Health & Personal Care (-12% YoY), Outdoor & Garden (-26% YoY). Household, Beauty, and Pet Products categories could largely withstand this trend, with flat or slightly growing average selling prices.
What's interesting is that most brands think that more discounts or media spend will shift consumers back to premium products.
It won't โ and it ignores your consumer's reality at dangerous levels.
๐๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป, ๐ฟ๐ถ๐๐ถ๐ป๐ด ๐ณ๐๐ฒ๐น ๐ฝ๐ฟ๐ถ๐ฐ๐ฒ๐, ๐ฎ๐ป๐ฑ ๐ท๐ผ๐ฏ ๐๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ ๐ฎ๐ป๐ ๐ถ๐ฒ๐๐ ๐ฑ๐ฟ๐ถ๐๐ฒ ๐ฟ๐ฒ๐ฎ๐น ๐ฐ๐ต๐ฎ๐ป๐ด๐ฒ ๐๐ผ ๐ฐ๐ผ๐ป๐๐๐บ๐ฒ๐ฟ ๐ฏ๐ฒ๐ต๐ฎ๐๐ถ๐ผ๐๐ฟ.
Theย University of Michiganโs Consumer Sentiment Index reached its weakest reading on record in April (49.8), reflecting the heavy toll of the Middle East conflict on consumer morale. This affects all demographics, regardless of political affiliation, income, age, or education.
Brands looking to secure market share profitably will have to review their approach to value creation by:
โ Prioritising cost savings in supply chains with retailers like Amazon
โ Creating value bundles to address consumer concerns
โ Monitoring the impact of volume mix shifts in their P&L
โ Adjusting promo and media strategies
โ Reworking their portfolio strategy as consumers face the decade of uncertainty
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โป๏ธ Repost to share these insights, and
๐ญ Comment your thoughts below.
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