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Holiday sales growth feels smaller this year

The week’s almost over, but you’ll regret tuning out this early!

Tomorrow we’re launching an exciting new series, designed to help you survive (and win) the Q4 holiday chaos. 

Spoiler: exclusive seller tool discounts await. 😉

TRENDING TOPIC

The holidays are coming in hot with lights, lattes, and a whole lot of cautious spending. 

According to Retail Dive, U.S. retail sales this November–December are expected to top $975 billion, a 4% bump from last year. That’s still growth, but below the 10-year holiday average of 5.2%.

🛍️ Stores shine, ecommerce eases up

Bain & Company’s holiday outlook shows a tale of two channels:

  • In-store sales: up 2.75% YoY
  • Apparel, accessories, general merch, and health/personal care: each set to climb more than 5%
  • Non-store (including ecommerce): up 7%—healthy, but slower than the 9–10% gains of the past two years
  • And yet, non-store will still power half of this season’s total growth

💸 Cautious wallets, bigger bargain hunts

Financial strain is shaping holiday behavior, even as higher wages give some shoppers breathing room. The result? A tug-of-war spending mindset:

  • 82% plan to cut back on essentials like groceries just to afford gifts
  • Credit card delinquencies (90+ days) are up 3%, highest since 2011, led by under-30s 
  • Gen Z is spending down 25% after last year’s 37% surge
  • Expect 10% more shoppers on Black Friday & Cyber Monday, leaning on AI tools to sniff out the best deals

🧠 Just cooling off

For ecommerce sellers, the math is simple: cautious shoppers need convincing. That means offering deeper discounts that truly feel like savings and giving flexible payment options to make big-ticket buys less painful.

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BITES OF THE WEEK

Seller Assistant just got a serious AI upgrade

Amazon unveiled a turbocharged Seller Assistant, now supercharged with agentic AI. Instead of just answering questions, it can plan, predict, and even execute tasks, but only with the seller’s green light. 

🤖 What the new Seller Assistant can do

Your dashboard helper just leveled up into a hands-on, all-in-one business partner. Here's the lineup:

🎁 Amazon’s holiday gift to sellers

With peak season around the corner, Seller Assistant’s upgrade feels like perfect timing. It’s moving from reactive support to a 24/7 business consultant, giving sellers more time to focus on innovation while the AI keeps the engine running.

5 ways to stay flexible under FBA’s new rules

Admit it, you weren’t exactly thrilled when Amazon rolled out its 2025 FBA updates. 

Stricter product title rules, tighter storage limits, higher fees, and reworked reimbursement calculations don’t make for a fun mix. But according to Global Trade Magazine, sellers can stay resilient if they play smart. 

Here are five ways to keep your fulfillment strategy on track:

  • Keep your IPI score in the green. Clear out stale items, push products with promos or ads, and avoid overstuffing storage. 💚
    • Tip: A healthy IPI means fewer headaches.
  • Track sales velocity. Losing the Buy Box, bad reviews, or hidden listing glitches can stall sales, and drag down your IPI.
    • Tip: Catching dips on conversion, traffic, and units sold early makes recovery quicker.
  • Spread your bets with multiplatform listings. Amazon’s Multi-Channel Fulfillment (MCF) can boost sell-through by letting you sell across platforms. 🖥️
    • Tip: Returns may be trickier, but wider reach keeps inventory moving. 
  • Be picky with your 3PL partners. If you’re going hybrid, use FBA for fast movers and third-party logistics for slower sellers, but make sure to vet those 3PLs.
    • Tip: Look for proven experience, financial stability, solid tech, and responsive teams.
  • Build tight supplier relationships.Suppliers who trust you deliver faster and more reliably. Share forecasts, communicate openly, and reward strong performance.
    • Tip: Aligning timelines in contracts keeps bottlenecks from disrupting your flow. 🤝

Amazon’s 2025 FBA playbook is tougher, but not unbeatable. Sellers who diversify and adapt fast will be the ones still winning when the next curveball comes.

Author : SellerBites
Faith began working on SellerBites in 2021, a weekly newsletter that provides sellers with the latest news and updates in FBA. With first-hand experience in managing various seller and vendor accounts, she understands what sellers face on this platform. Her background led to the conception of SellerBites, which main goal is to help people become better, more informed entrepreneurs in the Amazon marketplace.
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