Billion Dollar Sellers

The Shelf is Dead : Prime Day down 41%

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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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        Billion Dollar SellersBy Kevin King