

STUMP BEZOS
Walmart says it is using its tariff refund from the US Government to lower prices for shoppers. How much is Walmart eligible to get back?
[ Answer at bottom of email ]

👀 AMAZON REMOVES PAYWALL on BEST PART of AMC
If you’re not a member of the Billion Dollar Sellers Club (BDSC), why not?
It’s just $9 to try it out.
Here’s a valuable nugget Dream 100 Member Mansour Norouzi posted inside BDSC a couple days ago:
Until December 31, you can query Amazon's 1P paid-feature tables at no cost. Third-party data like Experian still costs money.
Here's why this is bigger than it sounds.
• Your ad data in AMC was always free. That part never cost anything.
• The paid tables, like Amazon Insights, are the difference. They show the organic side.
• The full journey. Most sellers never subscribed, so they never saw it.
• Now they're free to query too.

So you can finally ask the questions you couldn't before:
▪️What happens after someone buys through an ad? Do they come back and buy organically? Do they subscribe? After how many purchase do they subscribe?
▪️Is your one-pack a cheap way in, then they upgrade to the two-pack? Or buy something else?
▪️How long after seeing your ad do people actually buy? The default 7-day window might be hiding sales.
▪️That's the LTV math most sellers have never been able to run. For seven months, it's free.
▪️How much of your "LTV" is just retargeting. The share of ad spend going to customers you already won, before you celebrate the LTV number.
Add many other questions.
That's the picture most sellers have been missing. For seven months, it's free.
I've got a whole list of these AMC insight use cases. If that's useful, I'll turn it into a series.
What's the first question you’ll run?

A few months ago my Chris Rawlings hosted a live workshop for Amazon sellers who want to replace themselves with Claude workflows.
It was so popular BDSN subscribers are still asking me how to get access after it’s been over for weeks.
Now he’s doing it again later this month.
The AI Amazon PPC Challenge is coming up and early bird tickets just went live.
You know you need to learn how to use Claude in your Amazon brand and he will show you the specific skills to run and how to connect Claude directly to your Amazon data.
Click here to join the AI Amazon PPC Challenge now while seats are still available.

🔭 YOU GOTTA SEE THIS
Most businesses that "add AI" end up spending more, quietly walking it back, and blaming the tech. The real reason is almost always the same: they automated a broken system. Garbage in, garbage out.
In this episode of Marketing Misfits, Norm Farrar and Kevin King chat with William DeVito, who has taught AI mindset to MBA students in 30+ countries, to show you exactly what to fix first before you automate anything, and how to build AI agents and systems that actually work.
William shares the exact five core requirement documents every business needs to train AI to sound indistinguishable from a human, reveals a hidden framework to test 40 different LLMs simultaneously, and shares his secret method for building automated agent networks that function entirely on autopilot.

🌎 INTERESTING STATS



🤖 NEW YORK’S AI SYNTHETIC PERFORMER LAW: WHAT AMAZON SELLERS NEED TO KNOW BEFORE JUNE 9
On June 9, New York becomes the first US state to force advertisers to disclose when their ads use AI-generated humans. They're calling them "synthetic performers."
You can't geofence New York out of Amazon Sponsored Ads. So treat this as a national rule for any US-facing campaign. If you lean on AI lifestyle images, this is a compliance box you tick now, before Q3 goes live.
What counts as a "synthetic performer"
Any human-like figure created or heavily altered by AI to look like a real person in an ad.
The test: would an average viewer think they're seeing a real human, even though nobody was actually photographed?
For Amazon, that means:
An AI "mom" in a kitchen holding your product, built in Midjourney or similar.
AI-rendered families, couples, or groups in what looks like normal product photography.
AI "brand ambassadors" who look human but aren't any real individual.
Note: a digital replica of a specific, identifiable real person is a separate NY law with its own consent rules. This one is about made-up humans.

What the law requires
If you produce or create an ad with a synthetic performer and you know it's there, you must add a conspicuous disclosure.
The duty sits with the ad creator. Brands, agencies, freelancers. Not Amazon, TikTok or Meta.
The disclosure must be "conspicuous." The law doesn't dictate wording, font, or placement.
It covers any medium reaching New York: display, video, CTV, social, and likely marketplace paid placements.
Suggested compliant lines: "This advertisement contains AI-generated performers." Or "Includes AI-generated human imagery." Short and direct is the safe path.
Penalties and the five-day fix
First violation, up to $1,000. Each one after, up to $5,000.
Here's the key for high-volume advertisers. There's a cure window. If you get written notice that an ad lacks a disclosure and you fix it or pull it within five days, you can dodge the penalty.
That makes a fast takedown process essential when you're running dozens of creatives.
Exempt: audio-only ads, ads where AI only translates language without changing appearance, and promos for films, shows, and games. Most product advertising won't qualify, so assume you have to comply.

What's in scope for Amazon
Likely covered:
Sponsored Products, Sponsored Brands, and Sponsored Display creative with AI humans.
DSP static or video featuring AI people.
Off-Amazon paid media (Meta, TikTok, YouTube, CTV) with synthetic performers driving to your listings.
Organic posts the moment you put ad spend behind them.
Grey area, still risky: product detail page images and Brand Store modules aren't explicitly named. But brands reuse those same AI lifestyle shots inside Sponsored Brands and off-Amazon ads. Treat them as ad assets and disclose when used in ads.
Don't expect Amazon to label creatives for you. This is on the seller.
Your checklist, starting now
Audit. Export your current US Sponsored Brands, Sponsored Display, and DSP creative. Flag every image or video where a person was AI-generated or heavily edited.
Map risk. Mark any campaign reaching US users with AI humans as "NY risk." You can't reliably exclude New York.
Add disclosures. Drop a clear label like "Includes AI-generated performer" on at-risk creative. For video, add a short on-screen notice plus a line in the copy.
Update briefs. Make disclosure standard in every agency and freelancer SOW. Require partners to tag files with synthetic performers.
Build a fast-fix lane. Name one person who can pull or patch a creative inside 24 to 48 hours. That's how you use the five-day cure window.
Pick your long game. Some brands will switch to real models and skip the issue. Others will keep AI for the cost and flexibility, but bake disclosures into every ad template permanently.

California, Texas & Illinois are next
California, Texas, and Illinois are already lining up their own AI advertising rules. This is the first, not the last. Getting your disclosure system running now protects brand trust, keeps you from scrambling to swap creative mid-Prime Day, and builds an ad-ops muscle you'll need as more states pile on.
If there's an AI human anywhere in your US ad stack, make June 9 your baseline and start labeling today.

🛠️ BDSN SOFTWARE TOOL of the DAY 🛠️
Google says LLMs.txt files don’t matter. But it still doesn’t hurt to have them for other LLMs and to provide some structure to spiders and crawlers.
An llms.txt file helps AI models like ChatGPT better understand your e-commerce page and store by providing structured information about your products, policies, and brand.

Benefits:
Improves AI's ability to accurately answer questions about your store
Helps AI find and reference your policies, product information, and pages
Reduces incorrect information or hallucinations about your brand
Makes your content more discoverable to AI systems
How to use:
Fill out the form with your store information
Download the generated llms.txt file
Upload it to your website's root directory (same location as robots.txt)
Verify it's accessible at yourdomain.com/llms.txt

😭 CHEAP CUSTOMERS COST YOU the MOST
Gabriel Caceros, a performance marketer who runs paid media for Amazon and Walmart brands, shared a cohort study on LinkedIn that flips the usual CAC logic on its head.
His agency manages a beauty brand. They pulled two years of data, broke customers out by the channel that first acquired them, and tracked each group over 18 months.
Five channels. Same brand. Same products. The only difference was the front door each customer walked through.
The headline number: customers acquired through Amazon bought 2.3x more over 18 months than customers acquired through TikTok.
The full picture per channel:

Here’s what he changed for the brand:
→ Shifted 40% of TikTok spend into Amazon Sponsored Brands branded defense
→ Built a Subscribe & Save cadence that lifted the SP cohort repeat rate by 9 points
→ Layered DSP retargeting onto past buyers, targeting the highest-LTV cohort with reactivation campaigns
→ Kept TikTok running at a lower budget, treating it as a discovery channel that feeds Amazon rather than a direct-ROI play
The 90-day result: revenue stayed flat, but contribution dollars rose 31%, CAC rose 18%, and LTV per acquired customer climbed 47%.
Caceros closed with a five-step framework any brand can run:
Pull 12 to 18 months of cohort data by acquisition source. If your tools cannot, Amazon Marketing Cloud now reaches back 25 months.
Calculate LTV per cohort, not blended across all channels.
Reset your CAC ceilings based on cohort LTV, not first-purchase margin.
Reallocate spend toward channels with lower visible ROAS but higher repeat behavior.
Stop measuring channels in isolation. Measure them as parts of a 12-month customer journey.
The brands chasing the lowest CAC are building the worst customer base. The brands measuring LTV are building the moat.

🔥 MORE HOT PICKS 🔥
🥃 PARTING SHOT
“Opportunity often comes disguised in the form of misfortune, or temporary defeat.”
✌🏼 Have a great weekend.
See you again on Monday.
The answer to today’s STUMP BEZOS is
Walmart is eligible for up to $2.4B in tariff refunds


