Amazon Week 33 - 2025
By AI Weekly Summary · August 18, 2025 · Curated by George's Blog
1/ Amazon agency M&A is active but more selective. Valuations trend 3x–8x EBITDA with more earn-outs/equity rollovers as buyers accelerate pre‑Q4; top assets are scarce; AI/multi‑platform capabilities favored; deal volume up while valuations edge down; creator‑economy M&A +73% YoY; PE building; large networks pursue AI‑led buys. Thanks, Simon Ellicott.
2/ Repeat purchase rates increased 20%–400% for 70%–80% of accounts via Amazon retargeting. Teams combined Brand Tailored Promotions (retention, re‑engagement, acquisition, cross‑sell audiences) with Sponsored Display purchase retargeting (separate “similar to” vs “advertised” campaigns, tuned lookback windows, varied optimization) and layered DSP retargeting, pruning non‑performers weekly. Thanks, Prem Gupta.
3/ Amazon agencies are pivoting to niche positioning and benchmarking to improve win rates. With ~800 agencies, “full‑service” parity is fading; winners align ICPs to 1P/2P/3P models, Seller of Record/vendor access, logistics/DSP/AMC/omni capabilities, and rigorous competitive analysis, while US‑native‑brand‑reliant shops struggle. Thanks, Simon Ellicott and Simon Ellicott.