The Shelf is Dead : Prime Day down 41%

July 10th, 2025

Summary: Kevin King discusses Prime Day 2025's shocking 41% sales drop, AI's disruption of traditional commerce, the end of the de minimis exemption, TikTok's new M2 app for the US, and strategies for winning in the AI-driven discovery era.

Key Points Discussed:

• Prime Day 2025 sales appear down 41% year-over-year according to Momentum Commerce


• AI-driven shopping traffic up 3,200% as consumers shift to GenAI tools


• Discovery has moved upstream - brands filtered out before shoppers reach Amazon


• Strategies for AI optimization and off-Amazon touchpoints


• De minimis exemption ending July 1, 2027 for all countries


• TikTok's secret M2 app launching September 5th, 2025 for US users


• CrossNet's retail expansion lessons and live session announcement


• GPT-5 expected features and capabilities


• The shelf is dead - demand is the new battlefield


• SmartScout Amazon market intelligence tool

Links Mentioned:

• Reserve Your Spot for CrossNet Live Session


• SmartScout - Special Offer for BDSN Readers: Get 25% Off 6-Months with Coupon BDSSKK


• AI Visibility Layer Analyzer


• Everything We Know About GPT-5 So Far


• AI for ECOM Toolbox Resource


• Destaney Wishon LinkedIn Post


• BDSN Mystery Link of the Day


• Billion Dollar Sellers Media

Hot Picks:

• OpenAI enables creation of Shopify AI agent assistants


• Amazon prohibits frequently returned ASINs from being in deals


• Over 120,000 fake Amazon websites emerged before Prime Day


• The top skill in AI is not prompting, it's context engineering


• Walmart releases 2025 seller playbook


• Why high ACOS is not always your problem - how to fix

Stump Bezos Answer: U.S. social commerce will hit $114.70 billion in 2025.

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