Amazon Exits Google Shopping🛒

Welcome to the new power rankings of digital retail. This week, Amazon didn’t just blink—it vanished from Google Shopping overnight, sending auction dynamics and challenger brands into a frenzy. Meanwhile, US Amazon shoppers are rewriting the math on what a marketplace can mean for national GDP. If you want to see where the world’s digital retail engine is firing—and sputtering—keep reading.

🕳️ Amazon Drops Off Google Shopping Overnight
🛒 Shopping Plummets to Zero; Search Stays Steady
👑 Temu Claims the Empty Throne
📉 Shopping CPCs Dive, Then Rebound
🎢 Shopping Is Chaos, Search Is Calm
💸 Amazon’s Marketplace Now Powers 1%+ of US GDP
📊 US Amazon Users Set Global Value Record
🏆 US Revenue Per Capita Leaves the World Behind
🏭 Amazon Becomes GDP Engine in US, UK, Japan

LET’S ENTER THE MAZE!
- Artur Stańczuk, MarketMaze Founder

Amazon’s Google Shopping ads didn’t just dip—they flatlined overnight in July 2025 across the US, UK, Germany, and France. The latest MarketMaze data reveals how this blackout reshaped auction dynamics, ad costs, and challenger fortunes. This is what happens when the world’s biggest digital retailer hits pause.

Amazon’s median Shopping ad impression share in the US and UK collapsed from above 60%, and from over 40% in Germany and France, straight to zero by July 23. This wasn’t a gradual slide—it was a synchronized global shutdown. For anyone watching Google Shopping, the world’s heavyweight simply left the ring, opening the field for everyone else.

The damage was surgical. Amazon’s Shopping ad share crashed to zero, but its Search ads barely flinched, maintaining a steady 11% impression share throughout July. This blackout was strictly about Shopping. The impact? Less Amazon, more oxygen for every competitor—without rocking the Search boat.

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With Amazon gone, Temu wasted no time moving in. Temu’s overlap rate with Smec ad listings rose from 27% to 31%, impression share inched up from 23% to 25%, and prevalence grew from 71% to 75%. This isn’t just noise: it’s a rapid land grab. Challenger brands that once played in Amazon’s shadow got a taste of real daylight—if only for a moment.

The auction didn’t just feel the shock—it snapped. Shopping ad CPC growth, which had been climbing for months, dropped hard after Amazon’s exit. The average cost per click dipped up to 10% for advertisers with the most Amazon exposure. But Google’s auction is merciless. As rival brands rushed in, CPCs stabilized quickly, showing that in digital retail, the vacuum doesn’t last long.

Post-Amazon, Shopping and Performance Max CPCs swung wildly while Search CPCs remained steady and even slipped toward zero growth. The lesson: Shopping is the battlefield—volatile, brutal, and fast-moving. Search is the quiet back office where change is incremental and safe. If you want action, you go Shopping; if you want consistency, stick with Search.

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American Amazon shoppers are in a league of their own, delivering nearly double the value per visit compared to global peers. This analysis uses SmartScout, SimilarWeb, IMF, and UN data to break down Amazon’s US dominance across visit value, per-capita revenue, and share of national GDP. The method: standardized monthly revenue and macroeconomic comparisons for key Amazon markets.

No country monetizes traffic like the United States. American Amazon shoppers generate $11.1 per visit, while the next best, the UK and Germany, trail far behind at $7.2 and $7.1. This isn’t just a function of traffic volume—the US brings both quantity and quality, with 3.1B monthly visits driving $34.5B in revenue. Even Japan, a mature market, lags at $6.2 per visit, showing how Prime, logistics, and shopping culture converge to make US Amazon sessions uniquely valuable.

Amazon’s US revenue per capita is in a different stratosphere: $103 per person, per month. That’s triple Japan, and more than double Germany or the UK. No other country comes close. This isn’t just scale; it’s wallet share, frequency, and consumer trust rolled into one. It means the average American spends more on Amazon in a single month than most of the world does in a quarter—clear proof of why brands treat Amazon as essential infrastructure in the US.

Amazon is now responsible for more than 1.3% of monthly US GDP, with $34.5B in sales out of a $2.68T GDP. Only the UK and Japan see Amazon break the 1% threshold—other countries, like Germany (0.8%) and France (0.4%), lag well behind. In the US, Amazon is now not just a marketplace, but a fundamental lever of economic output, supporting jobs, logistics, advertising, and retail far beyond its site. This makes Amazon a top-three driver of consumer spending growth in America—more influential than any legacy retailer.

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See you next time in the maze!
MarketMaze team