Black Friday reveals who shoppers really trust

---

Remember the satellites Amazon promised? 

Project Kuiper now has a new name: Leo. 

• Flying blind on your margins? 🤦
• Shoppers don't trust who you think 🛒
• Shoppers are on scammers' radar 🎯
• Millions flow from TikTok to Amazon 🚀

BIG IDEA

Black Friday just exposed who shoppers actually trust when money's tight.

PYMNTS revealed that tariffs, budget burnout, and deal fatigue made consumers choose sides. And the results were clear. 

Amazon surged. Walmart slipped. Target stayed out of the bargain battle.

⚡ Amazon’s THE budget magnet

Amazon walked into Black Friday and said, “I’ll take your bargain hunters, thanks.”

• Black Friday share jumped from 51% to 56%, led by paycheck-to-paycheck shoppers and households under $50K.

🧼 Walmart trips where it should glide

Walmart showed up to Black Friday but stumbled. Budget shoppers were far less loyal than the retailer expected.

• Black Friday participation dipped from 53.3% to 51.55%, and even paycheck-to-paycheck shoppers retreated. 
• Households living comfortably on that financial lifestyle also pulled back.

🎯 Target can't pick a lane

Target didn’t lose the plot, it rewrote it.

• Shoppers struggling to pay bills fell from 25% to 17.9%, and Gen Z dipped slightly. 
• Target stepped back from the bargain brawl Amazon dominates.
• Higher-income shoppers, especially those not living paycheck to paycheck, grew more loyal.

🌀 Three titans, three trajectories

This Black Friday showed us exactly who each retailer is serving, and where your opportunities are. 

Watch these shifts closely, and you can adjust your inventory, pricing, and promotions to meet demand where it’s actually moving.

TOGETHER WITH THREECOLTS

What's your actual COGS for that bestseller?

You're a reseller. You bought 50 units of your bestseller in August for $10. You just restocked 50 more last week for $12.50.

Now, one of them sells… but which one? 🤔

Well, since your spreadsheet can't tell you, you're forced to just "average" the cost and hope for a profit. You're flying blind on your single most important metric: your margin. 🤦

🔢 InventoryLab Accounting (included in Seller 365) is built to fix this. 

It's an accounting tool right inside your inventory management. 

It tracks your COGS at the batch level (FIFO), so when an item sells, it assigns the correct cost. 

You always know your true, real-time profit on every single sale.

Stop "averaging" your business.

Try Seller365 for free

BITES OF THE WEEK

• Streaming Power Shift: Prime Video’s ad tier surges to 315M viewers, overtaking Netflix and reshaping streaming economics.
• LinkedIn Ad Upgrade: LinkedIn debuts Reserved Ads, personalization, and AI variants to boost visibility, relevance, and campaign performance.
• Sharing the Holidays: TikTok adds Shared collections, joint feeds, and festive greeting cards to spark easier holiday connections.
• Golden-Age Growth: Older creators fuel massive social traffic gains as over-55 audiences seek trust, community, and genuine connection

BLACK MARKET

Your shoppers are on the holiday hit list

Holiday shopping is in full swing, and while shoppers chase deals, scammers are targeting their accounts. 

Amazon has issued a warning about a rise in holiday impersonation scams. Here’s a breakdown of what’s happening.

🕵️‍♂️ Don't get hooked this holiday

You know scammers don’t just target shoppers, they can hit your reputation too. Here’s what to warn your customers about:

• False urgency: Scammers love to freak people out. If a message screams “act now,” it’s probably fake.
• Out-of-Amazon purchases: Any request to pay outside Amazon? Total scam. Remind shoppers to stay on-platform.
• Fake order alerts: “Your package is delayed” or “Your refund is ready”? Encourage customers to check inside their Amazon account, not via links in the message.

🎅 Guard your customers' holiday joy

Holiday sales are prime time, and scammers know it. Use Amazon’s warning as a reason to reassure customers, sharpen your messaging, and show your brand is the safe choice. 

Because the only thing worse than fraud? Ignoring it. 💥

SOCIAL PULSE

TikTok is driving millions in Amazon sales

TikTok has graduated from a “brand awareness” platform to a full-blown sales engine, driving millions in monthly revenue. 

And for brands like Momcozy, it’s not a side channel, it’s the spark that fuels Amazon growth too.

🚀 TikTok is printing revenue

Momcozy pulls $2M a month from TikTok affiliate sales while moving $5M a month on Amazon. These revenue streams are closely connected:

• Distributed content wins: Nearly 400 active videos drive traffic every day.
• TikTok to Amazon migration: Many buyers first discover products on TikTok, then complete their purchase on Amazon.
• Hidden revenue: That $2M is just the tip of the iceberg. A significant portion of Amazon’s $5M likely starts with TikTok discovery.

🎤 Who isn’t on TikTok yet?

If Momcozy can generate multi-million-dollar flows with 400 videos, imagine what 40 could do for your brand. TikTok is where product discovery happens. Amazon is where the credit card comes out.

Ignoring TikTok means leaving revenue on the table, and handing it to the brands that didn’t.