.jpg)
Selling on Giants: The eCommerce Marketplace Podcast
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.
Selling on Giants: The eCommerce Marketplace Podcast
Infrastructure, Enforcement, and AI: Why Amazon Is Tightening the Screws While Building the Future
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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.