[ BDSN ] World's #2 marketplace is 9 days old

Mark your calendars. BDSS XIV next April 8-12 in Nashville is rebranding as EcomMastery.AI, with BDSS now being the VIP portion of the event.

Ecom Mastery • April 8-12, 2026

  • 700+ e-com sellers from around the world

  • Amazon, Walmart, Shopify, TikTok, Youtube, OpenAI

  • “Oracle Bar” - solve problems on the spot

  • World’s Top Experts & Tacticians on stage - no fluff

  • Tracks for beginners up to billion dollar brands

  • Featuring BDSS room for VIPs

  • Podcast Alley (20+ podcasters live on site)

  • Extra adventure & BDSS day on 13th for VIPs

  • Location: Grand Hyatt on the Honky Tonk Highway

  • In easy to get to Nashville, Tennessee

  • Off the charts theme party - Country meets AI

  • Exclusive BDSS Dream 100 Party

  • Breakfast and lunch for VIPs with extra speakers

  • Truly an experience like no other

Affordable admission: as low as $497
Tickets go on sale January 1 - put it in your calendar

If you go to only one e-com conference in 2026, this is the one you cannot miss.
It will be a cutting-edge learning, networking and experiential event unlike anything else!

Produced by Kevin King & Mark Daughn
Creators of  BDSS, Market Masters & Carnival of Dreams

STUMP BEZOS

How many individual units have been enrolled in Amazon’s Transparency program that guarantees authenticity?

[ Answer at bottom of email ]

The ChatGPT Commerce Revolution:
What Walmart's 500M SKU Integration Means for Amazon Sellers

When Walmart announced their ChatGPT Instant Checkout integration on October 15th, 2025, the biggest question was: Is 3P inventory included?

In a Bloomberg interview on October 20th, Daniel Danker, Walmart's Executive Vice President of AI Acceleration, confirmed it indeed does.

Walmart's Inventory:

  • 75M first-party (1P) SKUs

  • 420M third-party (3P) SKUs

  • Minus roughly 2M fresh food SKUs not included in ChatGPT

  • Total: ~493M SKUs heading to ChatGPT

Add Shopify's Integration:

  • Industry experts estimate 10-50M additional SKUs

  • Grand Total: Approximately 500M+ buyable products for Holiday 2025

No platform in retail history has scaled this quickly. This isn't a test—this is OpenAI making an enormous bet on a new monetization path.

ChatGPT: The #2 E-Commerce Traffic Platform

New data from Euromonitor International reveals why they're so confident. ChatGPT has quietly become the second-most visited e-commerce destination, second only to Amazon.

The Traffic Reality:

  • ChatGPT processes 2.5 billion prompts per day

  • 2% are for "purchase-able products"

  • That's 52.2 million daily product-intent prompts

Until now, ChatGPT was giving away these 50+ million daily shopping opportunities with no way to capture value. Instant Checkout changes that completely.

The Conversion Problem (And the Solution)

A recently published groundbreaking 12-month study by Maximilian Kaiser and Christian Schulze analyzed 973 websites with $20 billion in combined revenue, examining over 50,000 ChatGPT transactions alongside 164 million from traditional channels.

The Current Reality:

  • ChatGPT traffic converts far worse than traditional channels

  • Affiliate traffic has an 86% greater likelihood of conversion

  • ChatGPT accounts for over 90% of LLM sessions (Gemini and Perplexity are negligible)

  • LLM traffic is 200 times smaller than Google organic at less than 0.2% of all traffic

But Here's What Matters: Conversion rates from ChatGPT are steadily improving as consumers learn to trust AI recommendations.

And that was before Instant Checkout.

Why Instant Checkout Changes the Game

The old journey: click link → land on site → find product → checkout → enter payment. No wonder conversions lagged.

Instant Checkout eliminates that entire process. One button. One click. Done.

This means:

  1. Friction Removal: Multi-step checkout that killed conversions is gone

  2. Trust Building: Conversions were already improving; this accelerates it

  3. Perfect Timing: 500M SKUs launch with conversion-optimized experience from day one

  4. Low-Friction Monetization: OpenAI charges 1-5% for access to 52+ million daily product searches

As the Kaiser-Schulze study notes: "None of this will look the same in 12 months."

The trajectory is clear:

  • Traffic growing exponentially

  • Conversions already improving organically

  • Instant Checkout removes the primary barrier

  • 500M SKUs create unprecedented breadth

  • Consumer behavior rapidly adapting

Walmart is betting nearly their entire catalog on conversational commerce. For third-party sellers, this opens a massive new discovery channel generating more daily traffic than most traditional platforms.

Yes, current conversion data shows challenges. But that data doesn't account for Instant Checkout, growing consumer trust, or behavioral shifts from mainstream adoption.

The question is: Are you ready for what happens when 52 million daily shoppers can buy from 500 million products through a frictionless, one-click conversation?

The holiday season will be our first real answer.

AMAZON MARKETING CLOUD: THE HIDDEN GOLDMINE

Amazon opened Amazon Marketing Cloud (AMC) to all sellers a few weeks ago. If you haven't logged in yet, you should - today.

What AMC Actually Does:

  1. Shows the full customer journey, not just last-click attribution

  2. Lets you build hyper-specific audiences for Sponsored Products

The Attribution Problem:

Your current reports use last-touch attribution. If a customer clicks 4 different ads before buying, only the last one gets credit. The other 3 show as $0 in sales.

AMC has a report called "Path to Conversion" that shows all the touch points.

AMC lets you build custom audiences using natural language prompts (no SQL needed anymore - they added an AI builder).

Build the audience, then add it to your Sponsored Products campaigns with bid adjustments.

Example: Target someone searching for "dog bowl" who also:

  • Bought 5 Lightning Deals last month

  • Purchased in your category but not your brand

  • Only buys discounted products

  • Lives in a specific region

That's a completely different customer than someone just searching "dog bowl." AMC lets you separate them and bid accordingly.

AMC has been around since 2019, but it was locked behind SQL requirements and big ad budgets. That changed three weeks ago. Most sellers don't know yet. Now you do.

Watch the video above, then go deeper with Abe & Oana next week

🔭 YOU GOTTA SEE THIS

If you haven't been following the Marketing Misfits Podcast, hosted by Kevin King and Norm Farrar, then you’re missing out!

Check out this short demo reel then head over to the Marketing Misfits for the latest episodes!

🌎 INTERESTING STATS 

🏷️ AMAZON TESTS PRICE HISTORY FEATURE on LISTINGS

Hunter’s Insights noticed Amazon is rolling out a game-changing test feature: a "Price History" button that displays historical pricing data directly on product pages. This is the first time this information is natively available on the platform.

What's Changing:

Amazon customers can now view price fluctuations over time without relying on third-party browser extensions or external tracking tools. This transparency shift could fundamentally alter how shoppers evaluate deals and how sellers approach pricing strategy.

Why It Matters for Sellers:

  • Transparency is now mandatory: Your pricing history will be visible to every potential customer, making strategic price manipulation immediately obvious

  • "Fake deals" exposed: Inflated list prices followed by promotional markdowns will be easier for shoppers to spot, potentially impacting conversion rates

  • Trust becomes competitive advantage: Sellers with consistent, honest pricing may gain credibility over those with erratic price swings

  • Regulatory compliance: This feature helps Amazon align with global advertising regulations demanding truthful promotional pricing

  • Buy Box implications: Pricing consistency could become a more significant factor in winning and maintaining the Buy Box

If Amazon expands this feature globally, sellers will need to reconsider promotional tactics and prioritize pricing integrity. Sustainable, transparent pricing strategies will likely outperform short-term manipulation tactics as customers gain unprecedented visibility into your pricing patterns.

 🔗 BDSN MYSTERY LINK of the DAY 🔗

🏭 AMAZON’S MAJOR FULFILLMENT AUTOMATION PUSH

Amazon is planning a massive automation initiative that could reshape its workforce by 2033. According to leaked internal documents reported by The New York Times, the company expects to avoid hiring 600,000 workers as it doubles its sales over the next decade by filling those positions with robots instead.

Key Numbers:

  • 160,000 jobs Amazon plans to automate in the US between 2025-2027

  • $12.6 billion in projected savings from automation (2025-2027)

  • 30 cents per item in expected cost savings from automation

  • 75% of operations the company ultimately aims to automate

Amazon's Response:

Amazon states it's actively hiring and that automation savings help expand employment in other areas.

Sellers may see operational changes as Amazon's fulfillment network becomes increasingly automated, potentially affecting delivery times, costs, and service quality in the coming years.

🍹  AMAZON is TOP ALCOHOL DEALER in the U.K.

🥃 PARTING SHOT

“An athlete won’t judge you for working out.
A millionaire won’t judge you for starting a business.
A musician won’t judge you for trying to sing a song.

It’s always the people going nowhere that have something to say.”

✌🏼 Have a great weekend.

See you again on Monday.

The answer to today’s STUMP BEZOS is
Over 2.5 billion units have enrolled in Transparency