Amazon just ended Walmart's 13-year streak

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Amazon’s gotta be grinning ear to ear, it just ended Walmart’s 13-year reign.

• Sell where 8-figure sellers are winning ➡️
• Amazon #1 on Fortune 500 🏆
• "Nope" to low-cost deliveries ❌
• Want to use AI for your Amazon ads? 🤖

AMAZON NEWS

Amazon is officially on top, not by a landslide, but just enough to make it count.

According to Fortune, the ecommerce giant reported $716.9B in 2025 revenue, narrowly edging out Walmart at $713.2B. That officially ends Walmart’s 13-year run as No. 1 on the Fortune 500 list.

🪜 The climb was strategic

This wasn’t luck. It was layers of calculated bets stacked over decades.

• 2010 revenue: $34.2B vs. Walmart’s $422B. Today, Amazon cleared $700B.
• Digital dominance: Roughly 40% of U.S. ecommerce plus 180M Prime members.
• AWS powerhouse: $128.7B in revenue, generating $45.6B in operating income, more than half of total profits.
• Customer lock-in: Prime perks, streaming, and next-level logistics.
• “Day One” mindset: Even flops like the Fire Phone and Amazon Care became tuition for the next big win.

The real play? Diversification.

Retail was just the entry point. Amazon quietly built a machine spanning cloud, ads, entertainment, logistics, and now AI, including a massive $200B investment plan for 2026.

📊 Walmart didn't sit still

To be fair, Walmart didn’t just watch from the sidelines.

• Roughly $120B in digital sales.
• U.S. ecommerce up 27% last quarter.
• AI shopping assistant “Sparky.”
• Integration with OpenAI for in-chat shopping.
• Market cap above $1T, with five-year share growth up 167%.

For sellers, here’s the quiet reality: the marketplace’s gravity is shifting toward tech infrastructure and platform power, not just product listings.

Selling on Amazon increasingly means operating inside a tech empire, not just a retail marketplace.

That changes the game.

TOGETHER WITH WALMART MARKETPLACE

See how The Perfume Spot went from small storefront to e-Commerce juggernaut  

When The Perfume Spot started it was just a small store on Staten Island. Now, they’re an e-commerce juggernaut with a team of 25 people and 8 figures in sales each year. How? In part by selling on Walmart Marketplace. 

With Walmart Marketplace, The Perfume Spot was able to instantly reach millions of shoppers, access powerful tools for scale, and sell on a platform invested in their success.  

Could you be the next Walmart success story? It just takes a few minutes to get started. 

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BITES OF THE WEEK

• Europe Ecommerce Powerhouses: Amazon dominates Europe GMV, while AliExpress, Temu, and Shein expand cross-border competition rapidly.
• Inference Speed Race: Amazon Web Services boosts AI responses using custom chips, smart routing, and optimized infrastructure for scalable, low-cost inference.
• Olympic Live Commerce: Walmart and Procter & Gamble tested Olympic live shopping with Laurie Hernandez during the 2026 Winter Olympics.
• Intent Beats Volume: Omnisend found fewer clicks but higher intent drove bigger orders and revenue growth overall.

HOT TOPIC

FedEx just ditched cheap shipping

FedEx is sending a pretty clear message to online sellers: cheap, no-frills home delivery isn’t its jam anymore.

At its recent Investor Day, the logistics giant laid out a strategy focused on high-margin B2B and premium DTC shipments, emphasizing end-to-end solutions over last-mile volume.

🚚 The shift in focus

Here’s how FedEx is playing it:

• Target segments: long-haul, heavyweight, cross-border, and high-value B2C shipments.
• Ground shipments: 70% travel over 300 miles; 50% over 600 miles.
• Goal: modest growth of its 30% slice of the $95B global B2C parcel market through 2029.
• Heavy matters: lightweight, low-margin parcels are being handed off to competitors.

💡 Premium pricing and surcharges

Peak-season surcharges now hit most shipments, including international ones.

• Why: to cover real infrastructure, staffing, and operations costs instead of subsidizing low-margin deliveries.
• High-value parcels: Heavy or tricky packages (50+ lbs) are gold. FedEx has been steadily taking big-package volume from Amazon since 2024.

So if your business relies on low-cost, high-volume shipping, it’s time to rethink carriers. FedEx is focusing on specialized, high-value shipments, convenience comes at a premium.

TECH MARKETING

Can Amazon sellers use AI video ads?

Can you use AI-generated video ads without risking your account or ad approvals?

A seller went to the seller forums to get answers, and the community didn’t disappoint. The short answer: yes, but compliance is everything.

✅ Amazon-approved AI

Good news: Amazon allows AI-generated content, even videos via its Creative Studio Video Generator.

Here’s what to watch for:

• Show the actual product.
• No exaggerated features or fake results.
• Follow category rules (supplements, beauty, medical).
• Avoid unverified claims or prohibited language.
• Over-polished AI that misrepresents reality? Beginner's mistake. 😅

💡 Why AI video makes sense 

AI isn’t just allowed, it’s practical. Benefits include:

• Cost-effective: no need to hire expensive editors or agencies.
• Fast production: skip studios, actors, and long timelines.
• Visual appeal on a budget: even small sellers can produce professional-looking product content.

Amazon sellers can safely use AI-generated video ads, just stay truthful and follow the rules.