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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