Fortune | FORTUNE 07月09日 04:28
Amazon’s tariff-clouded, seller-confused, AI-researched, weirdest Prime Day ever
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文章探讨了2025年亚马逊Prime Day面临的挑战与机遇。Prime Day已扩展为四天活动,独立卖家需应对关税、利润压力,以及市场竞争。卖家策略分化,部分选择降价促销,另一些则保守观望。消费者也在权衡购物时机,考虑关税影响。AI购物助手如Rufus和ChatGPT也可能影响购物决策。尽管市场存在不确定性,Adobe预测在线销售额将显著增长。文章预示着2025年Prime Day将充满变数。

🗓️ Prime Day的规模与时间变化:最初的Prime Day仅为一天活动,2024年扩展为两天,而2025年则延长至四天,从7月8日开始,这反映了亚马逊促销活动的策略调整和市场反应。

💰 卖家策略分化:面对关税和利润压力,亚马逊卖家采取了不同的策略。一部分卖家选择正常降价以提高销量和排名,另一部分则采取保守策略,以避免利润受损。这种分化反映了卖家对市场风险的不同评估。

🛒 消费者行为分析:消费者对Prime Day的购物决策也受到多种因素的影响。他们可能考虑是否现在就购买商品,以避免未来关税上涨带来的价格上涨。此外,消费者也可能选择等待或完全不参与Prime Day活动。

🤖 AI对购物的影响:AI购物助手如亚马逊的Rufus以及ChatGPT等,正在改变消费者的购物方式。消费者可以利用这些工具比较价格和研究优惠。Adobe预测,来自生成式AI的网站流量将大幅增长,这预示着AI在购物领域的潜在影响力。

📈 市场销售预测:尽管存在不确定性,Adobe预测2025年7月8日至11日期间的在线销售额将增长超过28%。这表明,尽管面临挑战,Prime Day仍然可能推动美国电商行业的销售增长。

But some of the details, and a lot of the external environment, have dramatically changed since.

The 2025 Prime Day version is a four-day long event that kicks off on Tuesday July 8, up from two days in 2024, and—as the name would still suggest—a single day affair during the inaugural 2015 event.

Like many businesses these days, independent Amazon sellers, who account for around 60% of Amazon sales, are contending with the dilemma of how to handle the ongoing U.S.-induced tariff chaos, and how it should or shouldn’t impact their Prime Day strategies.

In conversations with Fortune, sellers have relayed two main strategies. Some will discount as normal to drive top line sales that can increase cash flow and boost Amazon rankings. Others plan to play it safe amid tariff and profit-margin pressure but know they risk losing out on increased sales volume and getting a leg up on competitors.

Some sellers who stocked up on inventory early this year ahead of expected tariff increases are slashing prices as usual in hopes of reaping the Prime Day sales boost, while others would rather hold their low-tariff inventory and sell it at full price to bank more of a profit cushion in advance of what could be worsening tariff costs.

For Amazon customers, there’s a new calculus as well. Some will ponder whether now is the right time to cash in on deals—perhaps doing some early back-to-school shopping—before future tariff pressure potentially leads to inflated prices. President Trump has said that most “reciprocal” tariffs will now go into effect in August instead of this month. It’s the latest curveball for U.S. businesses waiting, and hoping, for some level of stability and predictability.

Other Prime customers may wait to search for deals or sit out the shopping event altogether. The company that manages Amazon sales for brands like Crocs and Apple-owned Beats, for example, said that Prime Day sales were down 14% year-over-year in the first four hours versus the same period last year, according to Bloomberg. Of course, it’s possible that consumer demand will simply be more spread out across the four days of Prime time versus last year’s two-day event.

Then there’s the AI equation. On Amazon’s own site and app, consumers can use Amazon’s Rufus shopping assistant to compare deal prices to the product’s price over the last 30 or 90 days. But Amazon doesn’t appear to be pushing the assistant in a materially more aggressive way than normal. That said, more people are researching deals via generative AI chatbots and assistants like ChatGPT and Perplexity. Adobe has said that it expects web traffic from generative AI sources to increase by more than 3,000% year-over-year this Prime Day. 

Overall, Adobe is still predicting that online sales on Amazon and beyond—many top retailers run discount promotions online the same week as Prime Day—will increase more than 28% over last year during the same July 8 – July 11 timeframe. That’s a notable sales bump for a US e-commerce industry that has typically been growing less than 10%.

But with so much uncertainty hanging over consumer brands and over consumer spending right now, Prime Day 2025 feels like the most unpredictable Prime Day ever.

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