Additional tariffs imposed by the Trump administration caused U.S. customs revenue to surge to $215.24 billion in fiscal year 2025, an increase of nearly $120 billion compared to 2024 and almost $100 billion higher than the 2022 peak of $117.49 billion.
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OpenAI's Instant Checkout feature turns ChatGPT into a direct and instant threat to Amazon's most profitable business segment as it launches what will almost certainly be a billion-dollar GMV marketplace shortly after launching.
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Amazon's advertising business hit another milestone in Q2 2025, capturing 9.36% of the company's total revenue – the highest share ever recorded. At $15.69 billion in quarterly revenue, advertising continues to be Amazon's fastest-growing segment, and will breach the symbolic 10% threshold by within the next year.
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Amazon's Prime Day is a rising tide that is beginning to lift all boats. This year's event was a catalyst behind 30% growth across all U.S. e-commerce, yet Amazon itself remained conspicuously quiet about its own specific growth figures.
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The summer sales calendar now revolves around Amazon's anchor, with most major U.S. retailers scheduling competing events within days of Prime Day's expanded four-day window.
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Shopping platform Whatnot's rapid growth to multi-billion dollar GMV proves live streaming commerce works when built for entertainment first and conversion second.
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The newly extended Prime Day 2025 will determine whether Amazon's AI shopping features can solve the fundamental problem that has plagued the event for years: helping shoppers discover what they actually want among millions of deals.
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Walmart's marketplace has crossed 200,000 active sellers for the first time, driven by the fastest seller acquisition rate in the platform's history.
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Amazon sellers now face less competition than in 2021, with over 30% more traffic per active seller available across its global marketplaces. The competitive shift provides a notable counterbalance to Amazon's maturing marketplace challenges.
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Booked shipping volumes from China to the U.S. have plummeted by almost 60% in recent weeks as carriers blank sailings on a scale not seen since COVID. As trade restrictions now ease, pent-up demand will send container rates rising again, echoing post-pandemic trends.
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