Amazon’s UK Power Grab, JD.com Goes Global, Walmart Wins 🚀

Ecommerce isn’t waiting for permission. This week’s briefing, powered by top industry experts and sharp voices from our community, unpacks Amazon’s next land grab, the Google Shopping shakeup, and why “AI” is the new KPI. Old-guard retailers are fighting for scraps, and trust in challenger platforms is falling fast. The big don’t just get bigger—they set the rules.

🚀 Amazon Grabs 37% of UK Ecommerce Growth
🤖 Amazon Bets Big on AI in Earnings Calls
🏆 Amazon’s $1 Million Seller Club Explodes
🌍 JD.com Quadruples Global Share with Ceconomy
🌎 Americas Lag in Ecommerce Penetration
📦 Ecommerce to Dominate Toys, Books, and Electronics
👜 Italian Luxury Brands Lead, Kering Falls Behind
🥩 Protein Craze Drives US Food Trends
💸 Affluent Households Widen UK Spending Gap

+ 5 other handpicked insights from the last week you need to know 🔥

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

Amazon to Drive 37% of UK Ecommerce Growth 🚀

Amazon will add £5.7B in UK ecommerce sales from 2025 to 2027, taking 37% of total growth. Tesco and Sainsbury’s together won’t reach even half that share. UK’s total incremental ecommerce sales will hit £15.5B, with Amazon’s lead growing. Traditional retailers are left to split less than half the pie, making Amazon the clear winner. The data shows how fast Amazon is squeezing out the old guard.
👉 Fabio Plebani (LinkedIn)

Amazon Exits Paid Listings, Market Share Shifts 💸

Amazon disappears from Google Shopping’s paid and free listings in July, with UK and US share of voice for Amazon crashing to zero. “Others” and Temu jump to dominate the UK, while the US field opens up. This overnight move leaves marketers and competitors scrambling. Amazon’s abrupt exit makes July 2025 a turning point for ad strategy. The digital shelf just got a massive remix.
👉 Mike Ryan (LinkedIn)

Amazon Doubles Down on AI Mentions in 2025 Earnings 🤖

Amazon’s Q2 2025 earnings call features 20 AI mentions, four times more than Q1 2024. Each quarter, execs hype AI’s impact on logistics, cloud, and even product search. The shift signals a strategy pivot to AI-powered everything, from fulfillment to retail media. Amazon is pitching itself as an AI-first retailer and tech company. Investors are now counting “AI” as a KPI.
👉 Tyler Wallis (LinkedIn)

Amazon’s Million-Dollar Seller Ranks Explode 🏆

101,000 sellers will hit $1M+ sales on Amazon in 2025, up from 60,000 in 2021. The number passing $100K grows from 350K to 522K. Sellers hitting $100M+ quadruple to 235. Marketplace Pulse’s bar chart proves that Amazon is a factory for ecommerce millionaires. Scale is no longer reserved for big brands.
👉 Marketplace Pulse (marketplacepulse.com)

Amazon Sellers See Positive Reviews Decline Globally 📉

Positive review rates for Amazon sellers drop 8–12 points in key countries from 2020 to 2025. The US, UK, Germany, and others now sit in the mid-80s, down from 90%+. Only Australia rebounds to the 80% mark. Marketplace Pulse finds the review environment is getting harsher. Sellers need new playbooks to earn trust.
👉 Marketplace Pulse (marketplacepulse.com)

Walmart Outpaces Amazon on Summer Deal Week Growth 🛒

Walmart’s July 2025 deal week boosts online spending, web visits, and app use by over 20%. Amazon’s Prime Day growth trails in single digits. Walmart’s daily app engagement rises nearly 20%. This signals Walmart’s digital loyalty strategy is working. Amazon’s grip on shopping “holidays” is finally loosening.
👉 Bloomberg (LinkedIn)

JD.com to Quadruple Global Share with Ceconomy 🌍

JD.com’s acquisition of Ceconomy could boost its non-China share from 0.5% to 1.8%. This deal adds 1,000+ stores in Germany, Spain, and Poland. ECDB projects $8B in overseas sales by 2028. JD.com’s European expansion is about to put pressure on Western rivals. The new global game is on.
👉 ECDB (ecdb.com)

Trust Scores Diverge: Amazon Recovers, Temu & Shein Tank 📊

In Australia, Amazon’s trust scores have rebounded after a Covid slump but aren’t yet pre-pandemic strong. Temu now wears the crown of most distrusted retailer, with net trust in freefall. Shein is not far behind, its distrust score deepening each month. Roy Morgan’s chart shows that in ecommerce, reputation can collapse fast—even while sales soar. Winning hearts is getting harder than winning wallets.
👉 Roy Morgan (LinkedIn)

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Americas Still Underperform in Ecommerce Penetration 🌎

Most American countries fall below the 17.9% world average for ecommerce. Only the US breaks through; Latin America mostly stays under 15%. Brazil, Argentina, and others have huge growth left. ECDB highlights years of digital upside for the region. Ecommerce adoption still has plenty of headroom in the Americas.
👉 ECDB (ecdb.com)

Ecommerce to Dominate Toys, Books, and Electronics by 2029 📦

By 2029, ecommerce will take 76% of books, music, and video sales in the US. Toys and hobbies rise from 52% to 61%. Consumer electronics will hit 59%, while apparel climbs to 44%. Furniture is set to grow 6 points to 42%. eMarketer predicts the next big wave of online retail.
👉 eMarketer (emarketer.com)

Italian Luxury Brands Outpace the Pack, Kering Lags 👜

Brunello Cucinelli leads luxury with +10% organic growth, followed by Prada and Hermes at +9%. Richemont grows 6%, while Moncler posts +2%. Burberry, Swatch, LVMH, and Ferragamo all show negative numbers. Kering’s sales sink by -15%, leading the pack of losers. UBS data shows luxury isn’t bulletproof in 2025.
👉 Malte Karstan (LinkedIn)

Tariffs Replace Labor as Top Apparel Sourcing Worry 👚

70% of brands now see cost of goods as their top priority. After the April 2025 tariff announcement, 68% cite tariffs as the number one cost concern—up from 34%. Flexibility and surety of supply drop down the list. Labor and commodity prices are just 10% each. Apparel’s biggest headache is no longer wages, but tariffs and global trade shifts.
👉 Bartłomiej Bojko (LinkedIn)

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Protein Craze Powers Food Trends in the US 🥩

Bain’s US Consumer Pulse Survey shows more than 40% of shoppers now aim to eat more protein. Supplements and vitamins are growing, but protein is the runaway leader. Organic and local foods climb, while unprocessed trends lag behind. The chart captures a long-term dietary shift—protein is now table stakes for American consumers. Gen Z and boomers are both fueling the surge.
👉 Patryk Rudnicki (LinkedIn)

Affluent Households Widen the Discretionary Spending Gap 💸

Nicholas Found shares that affluent UK households now have more cash for non-essentials than pre-Covid. Low and low-middle incomes are worse off than in 2019. Since the cost-of-living crisis, the spending gap has widened sharply. Brands must now target the top or bottom, with little room in the middle. Retail polarization is accelerating, leaving average earners behind.
👉 Nicholas Found (LinkedIn)

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MarketMaze team