Selling on Giants: The eCommerce Marketplace Podcast

Selling on Giants: The eCommerce Marketplace Show

Selling on Giants: The eCommerce Marketplace Show is dedicated to empowering entrepreneurs and businesses with the insights, strategies, and best practices needed to succeed across major eCommerce platforms such as Amazon, Walmart, Shopify, and WooCommerce. Our podcast covers a broad spectrum of eCommerce topics, including product sourcing, inventory management, pricing, advertising, customer service, and fulfillment. We focus on the latest trends and developments within the industry, featuring interviews with experts, successful sellers, and thought leaders who offer valuable insights and actionable tips. Our mission is to be a comprehensive resource for anyone looking to build a successful online business on these leading eCommerce marketplaces.

  1. 1D AGO

    Shrinkflation Explained: Why Products Are Getting Smaller (and Why Amazon May Be Accelerating It)

    Send a text Consumers everywhere are noticing something strange. Your favorite snack looks the same.  The price looks the same.  But somehow… the product inside feels smaller. Welcome to the era of shrinkflation. In this episode of Selling on Giants, we break down why products across grocery stores and marketplaces are quietly getting smaller — and why inflation is only part of the story. The bigger shift is happening behind the scenes. Modern retail economics — especially the rise of Amazon, eCommerce logistics, and marketplace fulfillment costs — are creating powerful incentives for brands to design smaller, lighter, and more efficient products. What looks like shrinkflation on the shelf may actually be margin engineering driven by logistics, packaging optimization, and marketplace economics. This episode connects the dots between consumer trends, global retail strategy, and the operational realities brands face when selling across Amazon, Walmart, Target, and other modern commerce platforms. Along the way, we look at some real-world examples making headlines right now — from shrinking chocolate bars to evolving product packaging strategies. Because once you understand the economics behind it, shrinkflation stops looking like a mystery… and starts looking like a system. In this episode we cover: • The rise of shrinkflation and why brands reduce product size instead of raising prices • Why consumers notice price increases more than quantity changes • The Reese’s example and how iconic products make shrinkflation visible • Cadbury and the global chocolate shrink trend happening across Europe • How Amazon fulfillment fees and shipping costs influence product design • Why smaller packaging improves logistics efficiency in eCommerce • The growing policy debate around shrinkflation transparency Key takeaway Products are getting smaller not only because of inflation, but because modern retail and marketplace economics reward smaller, more efficient product designs. As eCommerce continues to reshape global retail, packaging, product sizing, and fulfillment efficiency will play an increasingly important role in how brands manage margins. Shrinkflation may not be a temporary trend. It may be the future of retail product design. If you enjoy the show • Leave a review  • Share the episode with another brand operator  • Subscribe for weekly insights on Amazon, Walmart, Target, and the evolving marketplace economy Your support helps more operators understand how modern retail really works. Selling on Giants Real insights on Amazon, marketplaces, and the changing economics of modern retail. Subscribe to Selling on Giants for weekly operator-level insights built for serious marketplace brands navigating complexity with discipline.

    9 min
  2. MAR 10

    eCommerce Platforms Want Total Control: Amazon AI Analytics, Retail Media Growth, and AI Shopping Agents

    Send a text This week on Selling on Giants, Mr. Will breaks down several major shifts shaping eCommerce, Amazon selling, and retail strategy. From AI entering Seller Central to retail media becoming a billion-dollar business, the rules of marketplace growth are evolving fast. The common thread across this episode is simple.  Platforms are becoming smarter, more automated, and more data-driven. Key topics in this episode include: Amazon Adds AI to Seller Central Analytics Amazon is embedding generative AI directly into Seller Central to help sellers analyze sales trends, advertising performance, and inventory movement via natural-language questions. For smaller brands, this could function like having a built-in analyst. For experienced operators it speeds up pattern detection across complex data sets. Agentic Commerce and the Rise of AI Shopping Agents New research from McKinsey highlights the next phase of online commerce. AI systems will not only recommend products but may soon execute purchases on behalf of consumers. That means product discovery could shift from human browsing to machine-driven decision making. Target’s Advertising Business Keeps Growing Target generated $915 million in advertising revenue in 2025 through its Roundel media network even while retail sales remained soft. This reinforces a massive industry shift where retailers are evolving into media companies and brands increasingly pay for visibility inside retail ecosystems. Amazon Expands Product Opportunity Explorer A new “Saved Opportunities” feature allows sellers to track niches and product ideas directly inside Seller Central. This signals Amazon’s continued push to keep product research and demand validation inside its own platform rather than relying on third-party tools. Tariffs, Supply Chains, and Retail Cost Pressure Costco is proactively adjusting sourcing strategies as tariffs begin influencing global supply chains again. Brands should expect renewed pressure on margins as retailers negotiate pricing with suppliers. Returns Continue to Drain Retail Profitability Retailers processed roughly $706 billion in product returns in 2025. Operational gaps and omnichannel returns like buy online return in store are becoming major margin challenges across retail. Celebrity Backed Brands Continue to Reshape CPG Kim Kardashian has joined energy drink startup Update as a co founder as the brand launches into Walmart with a paraxanthine based formula targeting wellness focused consumers. The Bigger Theme The future of commerce is becoming increasingly automated and data driven. Retailers are building media businesses. Platforms are embedding AI into operations. And shopping behavior itself may soon be influenced by autonomous AI agents. For brands and marketplace operators, the companies that adapt fastest to these structural changes will have the strongest advantage. If you sell on Amazon, operate across marketplaces, or care about the future of retail, this episode provides the operator-level perspective behind the headlines. Subscribe to Selling on Giants for weekly operator-level insights built for serious marketplace brands navigating complexity with discipline.

    17 min
  3. MAR 3

    Amazon DD+7 Payout Shock, Ad Discipline, AI Search Shifts & Google’s Commerce Protocol | March 2026 eCommerce Update

    Send a text Amazon Tightens Capital. Ads Demand Discipline. AI Compresses Competition. This week’s Selling on Giants episode breaks down the structural tightening happening across Amazon, retail media, AI search, and global retail infrastructure. None of these shifts are cosmetic. Each one affects capital flow, attribution control, data visibility, and long-term margin durability. Here’s what serious operators need to understand right now: Amazon DD+7: A Working Capital Shift, Not a Fee Increase • Funds now release seven days after confirmed delivery  • The reserve clock starts at delivery confirmation, not shipment  • No manual overrides if Disburse on Demand is not enabled  • Cash conversion cycles quietly extend This is not emotional. It is arithmetic. If you front inventory, freight, ads, and payroll, payout timing matters. Extended float increases working capital needs and magnifies debt cost exposure. Strong brands model this. Weak capital structure gets exposed. Sponsored Products: Is Your Account Maintained or Just Running? • Do you know your break-even ACOS?  • Are bids tied to Revenue Per Click math?  • Are budgets open on winners and capped on waste?  • Can your team diagnose which lever moved when ACOS shifts? Most accounts do not fail because Amazon is “rigged.” They fail because margin math, search term hygiene, and structural clarity are missing. Discipline, not emotion, separates scalable ad accounts from expensive ones. Meta Targets Retail Media Budgets • Closed-loop measurement improvements  • Retail data integrations  • Direct competition for Amazon and Walmart ad dollars This is budget warfare, not branding. Attribution is becoming the battleground. Platforms that prove incremental sales impact win allocation. Habit-based budget placement is losing power. AI Shopping Behavior Is Changing Product Discovery • Consumers use AI tools upstream to compare products  • Listings are being summarized before shoppers land on Amazon  • Clarity and differentiation matter more than keyword stuffing AI compresses competition. If your PDP cannot be summarized clearly in one paragraph, positioning is weak. Structured, benefit-driven content wins. Google’s Universal Commerce Protocol • Standardized product data requirements  • Structured, machine-readable commerce feeds  • Data integrity over keyword tricks SEO is shifting from content optimization to data architecture discipline. Messy feeds and incomplete attributes quietly erode visibility over time. McKinsey Grocery Report: Growth Paradox in MENA • Consumer confidence rising  • Premium willingness increasing  • Formal grocery growth lagging The issue is not demand. It is execution and format relevance. Retail expansion alone does not guarantee velocity. Brands must align assortment, positioning, and innovation to how shoppers actually buy. The Big Pattern Capital discipline is tightening.  Ad discipline is tightening.  Data standards are tightening.  Execution tolerance is shrinking. This is not a panic cycle. It is a precision cycle. Strong operators model cash, margin, attribution, and velocity. Undisciplined brands feel friction first. Subscribe to Selling on Giants for weekly operator-level insights built for serious marketplace brands navigating complexity with discipline.

    11 min
  4. FEB 24

    Supreme Court Ends Liberation Day Tariffs: What Amazon Sellers Must Know About Refunds, Margins, and Trade Volatility (February 2026 Update)

    Send a text The Supreme Court just struck down the administration’s sweeping Liberation Day tariffs — and the impact on Amazon sellers is bigger than the headline suggests. In this February 2026 edition of Selling on Giants, Mr. Will breaks down what the ruling actually means for importers, marketplace operators, and brand owners navigating volatile cost structures. This is not political commentary. It is operational analysis. Here’s what you’ll learn: What Changed The Supreme Court ruled 6–3 that tariffs issued under IEEPA were unlawfulThe 10% baseline tariff and country-specific tariffs up to 50% lose their legal foundationOver $100 billion collected now sits in legal limboWhat Has NOT Changed Section 301 (China tariffs) remain intactSection 232 (national security tariffs) remain intactA new 10% tariff was quickly introduced under Section 122Trade policy volatility is still very much aliveWhy This Matters for Amazon Sellers Tariffs directly affect landed cost, and landed cost determines: Contribution marginBreak-even ACOSAllowable TACoSAdvertising aggressionInventory planningEven a 10% shift in cost can reduce contribution margin by 20% or more. That changes everything. Refund Opportunities — And Complications If you paid IEEPA-based tariffs: You may have exposure to potential refundsThere is no clear federal refund framework yetTrade attorneys expect administrative claims and possible litigationTimeline uncertainty remainsStrategic question: If capital is returned months from now, do you reinvest, hedge, or stabilize? Second-Order Effects If tariffs normalize toward pre-tariff levels: Gross margins improveAd auctions heat upPromotional intensity increasesPrice competition acceleratesCost relief often leads to competitive aggression. Sourcing Reality Many brands diversified manufacturing during tariff pressure: VietnamIndiaMexicoDomestic optionsThose shifts required new tooling, freight lanes, and working capital cycles. Even if tariffs decline, most brands will not fully reverse course. Trade policy is now a structural operating variable. Reverse Logistics & Margin Discipline Returns are a growing margin leak across eCommerce. AI is now being used to: Predict high-return ordersAutomate SKU-level disposition decisionsImprove recovery ratesReduce idle inventory velocityWhen tariffs compress margin on the front end and returns erode margin on the back end, disciplined operators win. Strategic Takeaways Separate cost assumptions from strategyAudit IEEPA exposure cleanlyStress test break-even ACOS quarterlyMaintain supplier optionalityAssume volatility as the baselineThe headline says tariffs were struck down. The operator takeaway: uncertainty remains. If you sell on Amazon, Walmart, or Target, trade policy is no longer background noise. It is a core P&L driver. Subscribe to Selling on Giants for weekly operator-level insights built for serious marketplace brands navigating complexity with discipline.

    9 min
  5. FEB 17

    Infrastructure, Enforcement, and AI: Why Amazon Is Tightening the Screws While Building the Future

    Send a text Amazon is not slowing down. It is tightening standards while simultaneously building the next generation of retail infrastructure. In this February seventeenth, twenty twenty six edition of Selling on Giants, we break down what is actually changing across Amazon, retail media, AI commerce, and consumer behavior and what serious operators should be watching. This week’s episode connects the dots between fulfillment enforcement, AI driven discovery, capital investment cycles, and shifting shopper frequency. The common thread is professionalization. The margin for operational sloppiness is shrinking while the surface area for monetization expands. Here is what we cover: Amazon’s New Business Hour Delivery Rate Metric • What BHDR measures and why it is now visible inside Account Health • Why “informational” metrics rarely stay informational • How Amazon is signaling higher B2B fulfillment expectations OTDR Enforcement Gets Surgical on February Twenty Eighth • How listing level deactivations replace full catalog shutdowns • The growing importance of Shipping Settings Automation and Buy Shipping • Why Amazon’s fulfillment stack is becoming defensive infrastructure Amazon’s Two Hundred Billion Dollar Capex Bet • Why short term margin pressure signals long term control • How AI infrastructure investment will reshape search, ads, and fulfillment • What sellers should monitor instead of stock price headlines Retail Media Invades the Physical Aisle • Digital end caps at CVS and Kroger • Why in store merchandising is becoming programmable media inventory • What this means for trade spend and performance measurement Amazon Set to Surpass Walmart in Annual Revenue • Why the real story is revenue mix, not headline comparison • The structural advantage of AWS and advertising • Ecosystem versus ecosystem competition Shopify, Google, Bing, and the AI Commerce Layer • Who controls checkout in an AI agent world • Why structured product data is no longer optional • The fragmentation of discovery and consolidation of transaction rails Consumer Shopping Frequency Is Normalizing • Why daily online shopping is pulling back • How this impacts forecasting, retention, and average order value • The shift from growth tailwinds to operational precision Tariffs and Advertising Pressure • How macro trade policy affects digital ad budgets • Why margin modeling must include sourcing, pricing, and media The big takeaway: Amazon is raising performance expectations while investing heavily in AI and infrastructure. Retailers are monetizing every high traffic surface. AI is embedding itself into discovery and checkout. And consumer behavior is stabilizing. The brands that win in this environment will not be the loudest. They will be the most disciplined. If you are running Amazon, Walmart, or Shopify at scale, this episode is your operator briefing for the week. Follow us on Selling on Giants on LinkedIn for weekly insights.

    10 min
  6. FEB 10

    Amazon Tightens the Screws, Fulfillment Becomes Risk Management, and Clarity Beats Spend

    Send a text This week’s episode of Selling on Giants feels less like a collection of updates and more like a directional shift. Across Amazon, ecommerce, and brand marketing, the signal is getting louder and clearer. Platforms are done absorbing operational sloppiness, and the cost of getting the basics wrong is showing up faster and with fewer warnings. We start with Amazon’s updated enforcement around frequently returned items. If a vendor does not have a valid U.S. return address on file, Amazon will now dispose of high return inventory and bill the vendor for both the product and the disposal. This is not a new program and not a policy expansion. It is Amazon removing ambiguity and converting operational gaps directly into financial consequences. That same zero tolerance posture is showing up on the seller side as well. Sellers are receiving shipping address mismatch warnings even when Account Health looks clean and nothing operationally changed. Automated detection is firing before human review, and once the clock starts, sellers are forced into reactive support loops with little clarity. Clean configurations, minimal ship-from locations, and alignment between templates and reality are now as important as performance metrics. From there, we zoom out to brand marketing and culture. Super Bowl sixty once again proved that attention can be bought, but meaning cannot. The ads that worked trusted the audience, stayed culturally aware, and kept the brand front and center. The ones that failed relied on celebrity, spectacle, or jokes without payoff. The lesson is not about Super Bowl budgets. It is about signal efficiency. If your message is unclear at the biggest attention moment of the year, it will fail everywhere else too. That clarity gap is also showing up in consumer behavior. Valentine’s Day spending is rising, but consumers are adapting quietly to higher prices. Smaller bundles, fewer add-ons, and delayed purchases are becoming the norm. Seasonal demand no longer hides pricing misalignment. When value is unclear, churn does not show up loudly. It simply never comes back. We also break down Amazon’s Q4 growth, which reflects demand concentration rather than a broad retail rebound. Consumers are choosing where to buy, not necessarily buying more. Convenience and delivery reliability continue to win, making Amazon less optional during uncertain periods. Outside marketplaces, traffic is becoming more volatile. Google Discover updates reshuffled visibility quickly and without explanation, reinforcing that recommendation-based traffic is upside, not foundation. At the same time, Amazon’s physical retail experiments are better understood as ecosystem support moves, not retail disruption. We close with two bigger themes. Fulfillment is no longer a cost center. It is risk management. And in B2B, technology is not the blocker. Leadership and culture are. Across every story this week, the takeaway is the same. Gray areas are disappearing. Automation is moving faster than communication. Clean execution now matters as much as performance. If you operate inside these platforms, this episode helps you understand what is changing and how to stay ahead as the rules harden. Follow us on Selling on Giants on LinkedIn for weekly insights.

    9 min
  7. FEB 3

    Amazon and Walmart Shift Risk to Sellers, AI Reshapes Shopping, and Why Discipline Now Wins

    Send a text Marketplaces are sending a clear message this week. Risk, compliance, and execution now sit squarely with sellers, not the platforms. From Amazon brand protection and account health to Walmart returns, catalog limits, and AI-driven discovery, this episode breaks down how responsibility is moving downstream and why disciplined operators are pulling ahead. In this episode, we cover: Amazon brand protection remains reactive Amazon reaffirmed how sellers must report unauthorized brand name changes. The workflow exists, but recovery is still slow, disruptive, and operationally expensive. Once a hijack happens, sellers are already behind. Clean Brand Registry status, documented ASIN ownership, and escalation readiness are no longer optional. Account Health is now Amazon’s primary suspension prevention system Amazon is positioning Account Health as a daily operational discipline, not a reactive alert center. Missed deadlines and incomplete documentation now carry real downside. Suspensions are increasingly execution failures, not policy surprises. Why macro signals still matter for eCommerce operators With Kevin Warsh nominated as the next Fed chair, rate expectations are shifting again. Softer short-term rates may support demand, but financing costs and capital discipline still matter. Operators need plans that work across uneven demand and funding environments. Walmart tightens control on returns and catalog growth Return exemptions are discretionary, not guaranteed. Item and selling limits are actively enforced. Walmart is rewarding clean execution and proven performance, not SKU volume. Growth is earned, not assumed. Leadership changes signal platform direction Walmart’s CEO transition points to continuity and scale with rising expectations. Target’s leadership reset suggests slower, more selective marketplace expansion. Sellers should align strategy to where each retailer is heading, not wait for policy relief. Seasonal and emotional demand is still alive Valentine’s Day spending is hitting record highs, reinforcing that demand has concentrated, not disappeared. Consumers still spend when the moment matters. Readiness, clarity, and fulfillment speed win in compressed timelines. Retail therapy is reshaping conversion Discretionary spending is flowing toward categories that deliver emotional payoff and immediate improvement. Listings that lead with outcomes convert better than those overloaded with specifications, especially in ad-driven traffic. AI is compressing the funnel, not flattening marketplaces Meta is betting on agentic shopping while Amazon and Walmart tighten control over how AI operates inside their ecosystems. AI rewards clarity, structured data, and clean execution. Vague positioning gets filtered out faster than ever. Unified commerce is becoming table stakes Retailers are moving from omnichannel talk to unified operating systems. Centralized inventory, fulfillment, and data are now required to meet rising platform expectations without creating internal chaos. The through line Platforms are no longer promising protection. They are demanding discipline. AI is not removing friction. It is relocating it. Demand still exists, but it rewards operators who execute cleanly, move early, and stay aligned with platform incentives. Follow us on Selling on Giants on LinkedIn for weekly insights.

    13 min
  8. How Ad Fraud Quietly Destroys eCommerce ROI with Rich Kahn

    JAN 29

    How Ad Fraud Quietly Destroys eCommerce ROI with Rich Kahn

    Send a text Ad fraud has the potential to drastically change online business, if we keep underestimating it. In this episode of Selling on Giants, we sit down with Rich Kahn, Founder and CEO of Anura.io, to break down what ad fraud really looks like today and why it’s no longer a question of if you have fraud, but how much. Rich has spent more than three decades in digital advertising. He didn’t set out to build a fraud prevention company — he built one after his own marketing platform was hit and he realized there was no credible solution on the market. So he built it himself. This conversation goes beyond theory and headlines. We unpack how ad fraud actually works in the real world, how it hides inside legitimate-looking performance data, and why many brands don’t notice it until ROAS drifts, lead quality drops, and chargebacks show up months later. What we cover in this episode: • What ad fraud really is — and how it operates today  • The three main forms of fraud: bots, malware, and human fraud farms  • Why human-driven fraud is more common and affordable than most brands expect  • How fraud can inflate conversions and ROAS, not just hurt performance  • Why polluted data pushes ad platforms to optimize in the wrong direction  • Why affiliate and partner traffic often carries higher fraud risk  • The early indicators most teams overlook  • What you can do immediately to reduce exposure  • Why prevention beats trying to recover ad spend after the fact  • How AI-driven media buying is making fraud more sophisticated, not less Guest Resources & Contact Want to go deeper on fraud prevention, traffic quality, and performance protection? You can access valuable tools, insights, and free resources from Anura, including their Ultimate Guide to Ad Fraud. Website: https://anura.io LinkedIn: https://www.linkedin.com/in/richkahn/ Highly recommended if you’re serious about protecting ad spend, improving attribution, and scaling with confidence.

    52 min
5
out of 5
12 Ratings

About

Selling on Giants: The eCommerce Marketplace Show is dedicated to empowering entrepreneurs and businesses with the insights, strategies, and best practices needed to succeed across major eCommerce platforms such as Amazon, Walmart, Shopify, and WooCommerce. Our podcast covers a broad spectrum of eCommerce topics, including product sourcing, inventory management, pricing, advertising, customer service, and fulfillment. We focus on the latest trends and developments within the industry, featuring interviews with experts, successful sellers, and thought leaders who offer valuable insights and actionable tips. Our mission is to be a comprehensive resource for anyone looking to build a successful online business on these leading eCommerce marketplaces.