Amazon and Walmart Grew the Crowd but Shrank the Basket

Amazon moved Prime Day to June 23-26, leaving July without its usual promotional centerpiece for the first time outside the pandemic-disrupted 2021. The calendar shift appears to create a temporary “hole” for merchants’ planning and inventory/promotional schedules. Overall read-through is modest and likely more operational than market-moving.

Analysis

Amazon moved Prime Day to June 23-26, leaving July without its usual promotional centerpiece for the first time outside the pandemic-disrupted 2021. The calendar shift appears to create a temporary “hole” for merchants’ planning and inventory/promotional schedules. Overall read-through is modest and likely more operational than market-moving.