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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