The Retail Roundup - Prime Day Shifts, AI Search Momentum, and Amazon's Expanding DSP Playbook - Episode 428

🎙️News Review with Armin Alispahic and Pat Petriello DESCRIPTION Welcome to another edition of The Retail Round Up: your monthly recap of the biggest headlines and developments in the retail world.   As always, we have Armin Alispahic with us to dig into operations and organic industry trends. We're also thrilled to welcome Pat Petriello back to the show. He'll be sharing his takes on all things media.    There is a lot to dig into today! We've been on a hiatus for the past couple of months, and that means that we have a lot of interesting news to break down.   Quote: "There is some risk for those brands that run very lean or typically provide inventory at the last minute for the traditional July Prime Day."   Armin Alispahic KEY TAKEAWAYS In this episode, Julie, Jordan, Pat, and Armin discuss: Prime Day Rumors & Strategic Impacts: Why Amazon may move Prime Day up to late June, the challenges this presents for inventory and planning, and the likely reactions from competitors like Walmart and Target. Rufus & AI-Enabled Search: The growing influence of Amazon's Rufus (AI search assistant) on conversion rates, trust in Amazon's reported results, and the real-world impact, as confirmed by third-party data. Sponsored Product Prompts & Media Integration with Rufus: How sponsored prompts are now appearing within Rufus, what this means for targeting high-intent shoppers, and actionable tips for brands to optimize their approach. A+ Content Quality Analysis Tool (Beta): Amazon's new AI-powered assessment tool for A+ Content, its strengths, its sometimes blunt feedback, and ways brands can leverage its recommendations to enhance PDPs. Amazon's Podcast Audience Network in DSP: The integration of podcast advertising inventory into Amazon DSP, the significance for media buying efficiency, and the untapped potential for brands in podcast advertising. Storefront Sectional Performance Analytics: A major update allowing brands to measure KPIs at the individual section level within Storefronts, enabling far deeper optimization and A/B testing across traffic sources. FBM On-Time Delivery Rate Policy Changes: Amazon is now penalizing only problem SKUs for late FBM shipments, not entire seller accounts, plus eligibility requirements for this "nicer" enforcement.

🎙️Interview with Kiri Masters of The Retail Media Breakfast Club   DESCRIPTION Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Account Management. As we return from our holiday break, we're taking the opportunity to step back and reflect on where the ecommerce industry has been—and where it's headed next. To guide that conversation, we tapped into the insights of a dozen former podcast guests, including industry analysts, technology providers, and brand leaders. We asked each of them two key questions: what had the biggest impact on the industry over the past year, and what they're most excited about in the year ahead. To help us unpack these perspectives, we're thrilled to welcome back someone deeply embedded in retail forecasting and strategy: Kiri Masters, former host of The Ecommerce Braintrust and current host of the Retail Media Breakfast Club.   Quote: "Retail media will likely see some consolidation as expectations come back down to earth. We may see retailers come together and collaborate more, offering stronger audience insights to media buyers while dialing back the exuberance around retail media growth." Kiri Masters   KEY TAKEAWAYS Key Survey Data 82% of respondents identified AI as a key theme shaping the industry 64% of respondents explicitly mentioned profitability, margin pressure, or growth discipline 55% of respondents discussed incrementality & measurement challenges 45% of respondents discussed channel diversification beyond Amazon In this episode, Julie, Jordan, and Kiri discuss: The Dominance of AI in E-Commerce: AI remains the headline story, with a huge spike in expert mentions. The team breaks down how AI is shaping advertisers' ability to personalize at scale, the shift from keyword to audience-based strategies, and why AI-powered personalization is becoming fundamental rather than a standout trend. Shopper Experiences and Search Evolution: Innovations like virtual try-ons (Zara app example), the rise of agentic commerce, and the blurred lines between upper and lower funnel marketing as AI tools start to both recommend and transact for shoppers. Amazon's Defensive Stance and Retail AI Partnerships: With new protocols like Google's Universal Commerce Protocol (UCP), retailers like Walmart and Wayfair are collaborating with AI platforms—while Amazon remains a walled garden, raising questions about its evolving competitive positioning. Retail Media's Maturity and Profitability Pressures: How retailers' rapid build-up of media businesses has led to ambitious targets, scrutiny around true ad spend sources, and a likely shift toward more creative, collaborative brand partnerships. The market is moving away from "growth at all costs" toward more sustainable, margin-aware strategies. Breaking Silos in Measurement and Data: As brands push for unified data across channels, third-party aggregators and traditional data players are filling the gaps that retailers haven't solved with standardized metrics. Looking Ahead: The ongoing challenge for brands to keep up with fast-changing tech, automate where possible, but also stand out with original thinking as AI-generated content becomes ubiquitous. There's consensus that both AI innovation and industry corrections will shape retail into 2026.

Thank you for an incredible 2025! 🎉 We are grateful for such an engaged community of listeners. To celebrate, we're re-releasing 3 of our most popular episodes of the year. This week, we're bringing back "The Maturation of AMC for Sponsored Ads" with Ross Walker and Carlos Sastre. We hope you enjoy it!

Thank you for an incredible 2025! 🎉 We are grateful for such an engaged community of listeners. To celebrate, we're re-releasing 3 of our most popular episodes of the year. This week, we're bringing back "Winning Search, Unlocking Reviews, and the ROI of Content" with Mike Black. We hope you enjoy it!

Thank you for an incredible 2025! 🎉 We are grateful for such an engaged community of listeners. To celebrate, we're re-releasing 3 of our most popular episodes of the year. This week, we're bringing back "Vendor P&L Proliferation - Why It's Happening and Why It Matters" with Armin Alispahic. We hope you enjoy it!

🎙️News Review with Armin Alispahic and Ross Walker DESCRIPTION Welcome to another edition of The Retail Round Up: your monthly recap of the biggest headlines and developments in the retail world. Today, we're joined by Pat Petriello, Director of Retail Marketplace Strategy, who will be co-hosting this week. As always, we have Armin Alispahic here to dive deep into operations and organic industry trends, and Ross Walker to walk us through everything Media. This marks our final Retail Round Up episode of 2026, but we're not slowing down. There's no shortage of major industry developments to unpack, so let's dive right in. Quote: "It's a reward system in a way—if you're compliant and doing well, your score will be up, and you'll be AHA eligible." Armin Alispahic KEY TAKEAWAYS In this episode, Jordan, Pat, Ross, and Armin discuss: Amazon's Seller Challenge: Amazon's new "Seller Challenge" allows eligible sellers to request enhanced reviews for enforcement decisions, offering a better shot at resolving account and ASIN-level issues. Account Health Assurance (AHA) Eligibility: Discussion around Amazon's scoring system for compliance, how sellers become AHA-eligible, and the limit of three seller challenges per six months. Latest Updates in Amazon Fulfillment: Changes to Seller Fulfilled Prime eligibility by size tier, the rollout of FBM Ship Plus, and improved delivery date visibility for customers. Vendor Side Enhancements: Early dispute options for vendor shortage invoices—the team shares both excitement and current issues with the new dashboard. Amazon Media Upgrades: Deep dive into Amazon's partnership with Nielsen for DSP advertisers, increasing measurement transparency and making programmatic media buys more competitive and accessible. Sponsored Prompts & AI in Retail Advertising: Discussion on the emergence of AI-powered ad placements like Amazon's sponsored Rufus prompts, the larger landscape of chatbot monetization, and how other retailers (Walmart's Sparky, Instacart's ChatGPT partnership) are responding. Looking Forward: Reflections on how advertising and ecommerce are shifting toward streaming, AI integration, and better data measurement.  

🎙️Interview with Ross Walker & Danilo Alvares of Acadia DESCRIPTION Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Account Management. We're diving into a big topic this week: programmatic media buying through Amazon DSP, and the many different ways brands can leverage it. If you've been wondering how to get started with ADSP or how to access the right inventory to drive real results, this episode has you covered. To help us unpack it all, we've invited two of our in-house experts: Ross Walker, Director of Retail Media, and Danilo Alvares, Senior Retail Media Manager. Tune in to find out more!   Quote: "The key, I would say, is balancing scale and transparency depending on what the brand is trying to learn and achieve." Danilo Alvares   KEY TAKEAWAYS In this episode, Julie, Jordan, Ross, and Danilo discuss: Ways to Access Amazon DSP: The difference between the traditional Amazon Managed Service, agency/tech partner "seats," and brands owning and operating their DSP seat in-house. Evolution of DSP Access: How Amazon has opened up the DSP ecosystem, making it more user-friendly and accessible for agencies and self-service buyers. Buying Models - Crawl, Walk, Run: The progression from open auction (crawl) to private auctions (walk) to preferred deals and programmatic guarantees (run), describing the level of control, complexity, and inventory at each stage. Aligning Deal Types with Brand Goals: How brands should approach DSP deals based on their growth stage, goals (reach vs. efficiency), and market maturity. Custom Deals & Working with Amazon Supply Desk: Insights on negotiating custom inventory deals that align closely with brand audiences, often requiring a strong relationship with Amazon's supply desk team. Latest Updates – Project Deal Builder: The team discusses Amazon's new (beta) Project Deal Builder, which aims to democratize custom deal-making for DSP buyers further. Transparency and Measurement: Examination of how transparency, reporting, and measurement vary across different buying models—and how tools like AMC (Amazon Marketing Cloud) help unify data analysis. Favorite Types of Buys: Both Danilo Alvares and Ross Walker share their excitement around mixing precise audience targeting with creative formats and leveraging new inventory opportunities like streaming TV.

🎙️Black Friday & Cyber Monday Data Breakdown With the Acadia Team   DESCRIPTION Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Account Management. We're coming to you late in the day on December 3rd, less than 48 hours after the whirlwind of Cyber Monday has wrapped up. The dust is barely settling, and we're diving straight into what really went down. To help us make sense of it all, we've gathered a powerhouse panel. From the operations and organic side of the action, we have Gavin Farnan and Celina Arbelaez from our Account Management team, two people who've been in the trenches all weekend. And bringing the media perspective, we're joined by Hyunsoo Park and Ross Walker, ready to unpack the wins, surprises, and standout trends of the season. Let's dive in. Quote: Over the BFCM weekend, we saw a 1.5x lift in sales, and then over the 12 days, a 1.6x multiple compared to last year's BFCM. Gavin Farnan   KEY TAKEAWAYS In this episode, the team discusses: Personal Recaps: The group shares what they bought during the sales Shift in Shopping Patterns: The panel discusses how consumers are increasingly buying earlier in these tentpole events, with a higher share of sales happening in the initial days of Turkey 12, and why waiting for bigger deals later doesn't always pay off. Data & Sales Insights: Client data showing a 50–60% year-over-year lift in sales, and the group explores trends in daily sales spikes and the spreading out of purchases across event days. Cross-Channel Promotions: The challenges and strategies around promo consistency across Amazon, D2C, and other retailers like Target and Ulta, and the importance of deal badging on Amazon for visibility. Event Differences & Glitches: Insights into new Amazon features like improved deal badging, the impact of glitches (like PPD discount badge issues), and increases in category discount depth. AI & Discovery: The growing importance of AI-driven discovery with Amazon's Rufus and how brands must optimize content to be surfaced by these tools, despite the limited data currently available from Amazon. New Ad Tech & Sponsored Content: The rollout and mixed success of product video ads, sponsored brand video priorities, and ongoing Amazon ad platform updates leading right up to the event. Q4 Holiday Advice: Practical tips for brands to close out the quarter strong, like maintaining bestseller rank, doubling down on winning products, leveraging creator campaigns and off-Amazon traffic, and keeping content fresh and responsive to new search behaviors. Team Takeaways: Encouragement to focus budget and effort on high-performing keywords and channels, and reminders not to slack off as shipping cutoffs approach.  

DESCRIPTION Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Account Management. Today, we're excited to welcome back two familiar voices: Ross Walker, Director of Retail Media, and Pat Petriello, Director of Retail Marketplace Strategy.  They're here to help us unpack the wave of announcements that came out of unBoxed 2025 and break down what they really mean for brands. Let's dive in.   Quote: It's a trap! Every single one of our brands that has said, 'Forget about it—go upper funnel. Go conquest new territory. Go get new customers.' That's been the more effective use of dollars.   Ross Walker   KEY TAKEAWAYS In this episode, Julie, Jordan, Ross, and Pat discuss: Overarching themes from Unboxed: democratization and simplification of Amazon's ad products and tools Unified reporting: Merging Sponsored Ads and DSP platforms for easier campaign management and deeper, cross-platform insights Creative Agent: Amazon's advanced AI tool for quickly generating and testing high-quality video and creative assets—especially impactful for brands without in-house creative teams AMC Agent: Making Amazon Marketing Cloud more accessible with natural language queries and easier data exploration, streamlining technical work for agencies The evolving role of agencies and partners: How AI-powered solutions shift agency focus from tactical execution to strategic guidance and validation New ad formats: Sponsored Product Video and other SERP-based innovations, plus the impact on conversion and brand visibility Sponsored Brand Reserve Share of Voice: Its potential uses, strategies, and when it makes sense to invest Upcoming and lesser-discussed features: Project Complete TV for streamlined top-funnel investments and new full-funnel campaign capabilities  

🎙️Live at unBoxed With Chris Conetta of Amazon    DESCRIPTION Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Account Management. In this special episode, we're coming to you live from Amazon unBoxed in Nashville, where we're sitting down with Chris Conetta, Director of Amazon DSP Supply.  Together, we dig into Amazon's latest investments and breakthrough product updates within its Demand-Side Platform (DSP). From new integrations and measurement innovations to tools designed to make programmatic advertising more accessible and effective for brands and agencies. Let's dive in. Quote: It goes back to this theme of democratizing the ad experience, 100%. With Creative Agent, we're now democratizing the ability to create video assets at scale. Chris Conetta   KEY TAKEAWAYS In this episode, Julie, Jordan, and Chris discuss: Amazon's journey in expanding DSP from a closed beta to an integrated, open internet solution with recent high-profile partnerships (Roku, Disney, Netflix, Spotify, Sirius, etc.). Comparison of Amazon DSP's differentiation against other legacy programmatic platforms, focusing on authenticated reach, authenticated signals, and lower programmatic fees. The pivotal role of Amazon Marketing Cloud (AMC) in providing holistic, transparent measurement. The new Ads Agent, which leverages AI to make AMC data more accessible for all users. Announcement and impact of unifying Sponsored Products and DSP into a single ads console, making campaign management and measurement across channels simpler and more unified. Introduction of the "full funnel campaign" product, designed to easily map and optimize brand touchpoints along the customer journey from streaming to conversion. The debut of Creative Agent, a tool that democratizes and streamlines creative production for video assets, empowering AB testing and campaign agility for brands. Discussion of Deal Builder and Inventory Hub, new solutions aiming to make the selection and bundling of media inventory more efficient and tailored to campaign goals. Greater theme of democratizing access to advanced advertising tools, enabling brands and agencies of all sizes to maximize their Amazon and open internet advertising results.