

STUMP BEZOS
Shopping is the #1 use case for Meta’s new MUSE agent (avg purchase $200). How many people downloaded it in the first 6 weeks?
[ Answer at bottom of email ]
💰 TWO SWITCHES INSIDE AD CONSOLE FEWER THAN 1% of SELLERS HAVE FLIPPED
Amazon Marketing Cloud used to be an enterprise toy. It opened to every seller in mid-2024 and sits inside Seller Central today, and by Abe Chomali's count fewer than 1% of sellers have touched it.
Abe co-founded RightClick Advisors and runs ads on accounts up to $20 million a year. His recent BDSC training went deep. These are the two moves from it you can finish before lunch.
What AMC is:
It's Amazon's data clean room. You query the shopper data Amazon already holds on your ads (who clicked, who bought, how long they took, which ad types they touched on the way) and you can turn that data into custom audiences with their own bid modifiers.
Amazon normally credits only the last click. AMC shows the whole path. It doesn't replace daily campaign management. It sits on top of it.
Find it: Advertising Console, Campaign Manager, hover over the left sidebar icons until the menu slides out, then Measurement and Reporting, then Amazon Marketing Cloud.
One check before you start. You need 500+ clicks or impressions on your ads (2,000+ for the advanced queries), more than one ad type running (Sponsored Products, Brands, Display), and steady sales. If all you run is auto Sponsored Products, AMC has nothing to work with yet.
Switch one: the built-in audience (five minutes)
Go into your existing campaigns and add Amazon's default audience called "Shoppers More Likely to Purchase" with a 10% bid modifier. Amazon builds that audience from its own purchase-behavior data. You don't have to. Abe sees a measurable lift on most accounts from this alone, and almost nobody has it on.

Switch two: a cart-abandoner audience (twenty minutes)
Retargeting is where everyone should start, and cart abandoners are the highest-intent slice. They almost bought.
1. In AMC, click the Audiences tab, then Create Audience, then New Query.
2. Pick your active storefront (not a legacy one) and country. Choose Rules-Based as the audience type. This can't be changed later.
3. Name it the way you name campaigns and write a plain English description. You will forget what it was in six months.
4. Set Auto-Adjust Date to Yes so the window rolls (last 30 days) instead of freezing on a fixed date.
5. Click Generate SQL with AI. Type something like "create an audience of shoppers who added this product to cart in the last 30 days but did not purchase." Review what it produces, paste it into the SQL field, and click Create Audience.
6. In Campaign Manager, open one of your best-performing campaigns. Bid Adjustments, Audiences, Custom audience created in AMC, pick yours, set +15%.
7. Launch on a Monday so you can watch it all week. Never on a Friday.
Then wait. Compare two-week windows against the two weeks prior, never day to day. If it works, add one more audience the following week: previous purchasers inside their repurchase window (the best ROI of the bunch), then page viewers who never added to cart (lower intent, spend moderately).
Two audiences that pay for themselves
Deal seekers. AMC can build an audience of shoppers who only buy when a coupon or lightning deal is running. Leave it dormant 364 days a year. The day a deal goes live, turn it on. Showing those people ads on a normal Tuesday is money on the floor.
Exclusions. Amazon knows which shoppers are serial returners and habitual one-star reviewers. Exclude them and your ad spend stops subsidizing your worst customers.

The rules that keep you out of trouble
Start at 10 to 20%, never 200%. Modifiers stack multiplicatively on top of your top-of-search and placement adjustments, so a 50% placement bump plus a 100% audience bump gets expensive fast. One audience in one campaign first. Don't spin up a separate low-bid campaign with a giant audience modifier; it cannibalizes your main campaigns and kills velocity.
And name your campaigns properly before you run a single query. AMC reports by campaign, and "Campaign 47" tells you nothing. Abe's format includes the ASIN, a short product descriptor, ad type, brand or non-brand, and target ACoS, so a 20% ACoS reads instantly as good against a 22% target or bad against a 9% target.
His team took a $20 million account up 5 to 8% in the first 30 days of doing this with discipline. Switch one takes five minutes. Go flip it.
The full AMC training, the campaign naming framework, and build steps for all six audience types are inside the Billion Dollar Sellers Club, alongside the monthly expert calls that keep updating this stuff. Try it for $9

🛠️ BDSN SOFTWARE TOOL of the DAY 🛠️
Incrementum Digital Amazon Ads Audit
A free, self-serve audit for Amazon Advertising accounts, built from the same checks Incrementum Digital runs on every account it manages. You upload your bulk sheet, and the report flags what to review or fix, explains why, and shows the rows behind each finding.

How it works
Bulk sheet (.xlsx, required): Exported from Amazon’s Bulk Operations with a custom date range, covering the whole account, including paused and terminated campaigns and search-term data.
Child ASIN business report (.csv, optional): Pulled from Seller Central’s “Detail Page Sales and Traffic by Child Item” report over the same date range. Without it, the parent-listing check doesn’t run.
Brand terms: You list your brand and product line names so the audit can separate branded from non-branded search terms. A wrong list produces a wrong report.
Output: The report link is sent to the email you provide and is private to you. The bulk sheet is deleted after the audit.
Amazon US marketplace only.
Upload your bulk sheet and start the audit

💰 ALEXA FOR SHOPPING MOVES INTO YOUR TEXT MESSAGES
Amazon announced Friday that Alexa for Shopping (AFS) is now available over text. It’s a small rollout for now, with a wider release coming in the next few weeks. For sellers, the bigger story is what happens when the shopper never sees a product page.
What Amazon launched
A subset of U.S. customers are getting text invites. Anyone else can sign up at amazon.com/text-alexa-shopping.
Setup is simple: accept the terms, link a phone number, and start texting. The contact shows up as “Alexa Shopping.”
AFS searches, compares options, texts back suggestions, and can complete the purchase.
It remembers preferences over time. Say you only want vegan products, or that you’re training for a marathon, and it factors that in.

Use cases Amazon highlighted
To-do list handoff: Text several errands at once, like dog food, a birthday gift, and paper towels.
Grocery shopping: Set up weekly orders, text a recipe photo to add its ingredients, or request a same-day brunch delivery.
Multimodal search: Send a photo of an item and ask for a reorder or similar products.
Gift recommendations: Text for gift ideas based on the recipient.
The hero image shows a lasagna dinner order, so grocery is clearly a priority. Expect it to get heavy focus.
One conversation, everywhere
Conversations carry across text, the Amazon Shopping app, Amazon.com, and Alexa devices. Start researching a gift in a text, finish checkout at home. Order updates and deals will eventually land in the same thread.
What this means for sellers
The “remembers preferences” detail matters most. If a shopper’s vegan preference isn’t explicitly stated in your product data, AFS may never return your product. The product data can be a deal-breaker, not just a conversion factor.
Here’s how the risk builds across channels:
Store: Shoppers work it out from the packaging. Low priority.
Ecommerce: Shoppers check the images and figure it out. Medium priority.
AFS: The engine returns products fast and remembers preferences. Miss a detail and you lose the order. High priority.
AFS via text: The shopper never sees a product page and trusts the recommendation. Critical.
What to do now
Audit your ASINs for conflicting or wrong attributes. Many sellers have them, and AFS will expose them fast.
Write out key attributes explicitly in titles, bullets, and backend fields: diet, ingredients, allergens, use case, and similar specs.
Check that your grocery and consumables listings are complete. Those are the categories AFS is pushing hardest.
Plan for the holiday window. Thanksgiving is about 20 days out, and Amazon has been signaling more agentic commerce features before Holiday 26.
🚀 AMAZON FEE/AD REVENUE EQUALS PRODUCT SALES REVENUE
Amazon’s Fees and Ads Are Nearly Matching Its Own Retail Sales
In Q3, Amazon collected $66.1 billion from seller fees and advertising, equal to 96.6% of the $68.5 billion it made selling goods itself. A year earlier that ratio was 89.3%.
Prime Day moving out of Q3 this year flatters the comparison, but across Q2 and Q3 combined, the gap still halved, from $12.7 billion to $6.2 billion. Amazon’s original business is close to being overtaken by what it charges sellers and advertisers.
Retail has fallen from about half of Amazon’s revenue in 2021 to 38.8% over the trailing twelve months. Fees and advertising have held at 33.3%, the same as in 2024, and AWS has taken the share that retail gave up.

On trailing numbers, the two lines would cross around spring 2028, later than projected. The holiday quarter will likely reopen the gap first, since it favors retail.
Amazon is now more often your vendor than your competitor. Its fees buy demand, logistics, and ads you’d otherwise have to find elsewhere. Walmart’s ads are growing faster than its sales, TikTok Shop takes creator commissions, and DTC brands pay Meta for traffic.
Headline rates don’t compare across these channels. Contribution margin does: what’s left of a sale after fees, ads, and fulfillment. Know that number by channel so you know where the next dollar of inventory and ad spend should go.

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📺 YOU GOTTA SEE THIS
Kevin King on “AI Is an Amplifier, Not a Destroyer” (Retail Playbook podcast, hosted by Andrew Bell of ReFiBuy)
Watch this if you want to see how an operator with 30 years in Amazon uses AI day to day, not just how he talks about it. Three reasons stand out for BDSN readers:
His working method is concrete and copyable. Before his company Dragonfish writes an email, it builds about 20 AI “brains” from 30 years of clipped articles, tactics and screenshots. He says the best output comes from giving the model roughly 500 words of context for every word you want written, and that most people skip this step.
He shows an MCP workflow that replaces hours of manual work. He connects an MCP to AWeber, has it analyze his last 100 advertiser emails, and gets a 10-page playbook in about five minutes. He says he won’t adopt a software tool that lacks an MCP connection.
He explains the Amazon walled-garden shift. He covers Amazon blocking AI shopping agents such as Muse, the move to generic item names in order confirmations, and why first-party data and distribution are, in his view, the two things that matter now. That’s directly useful for sellers planning around Rufus-style shopping and agentic commerce.
He also makes the case for “agentic commerce optimization” (ACO) on top of SEO and AEO, and floats the idea of separate “agent versions” of brand sites with their own agentic terms of service, similar to robots.txt.

🌎 STUFF YOU NEED TO KNOW


🔥 MORE HOT PICKS 🔥
🥃 PARTING SHOT
"You can't outgrow it if you keep clinging to it."
✌🏼 Here’s to your success …
The answer to today’s STUMP BEZOS is
MUSE has 10 million downloads in its first 6 weeks

![[ BDSN ] 2 switches fewer than 1% of Amazon sellers have flipped](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/e309f656-5d34-4ecd-aebb-30f26af84a8a/nov_9.png?t=1793917692)



