HeyJaredCIRP - Amazon Report
Informed analysis of Amazon's US retail business built on CIRP data
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest issues
Third-Party Sellers Help Make Amazon the “Everything Store” (opens the original)
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After three days at Amazon Accelerate, their annual event for 3rd-Party sellers or as they call them, “seller partners”, we are processing the complicated relationship between Amazon and those 3rd-Party sellers. They’re the hard-working folks offering products at Amazon.com side-by-side with Amazon’s own “first-party” merchandise.The 3rd-Party sellers pay a range of fees for access to the Amazon.com retail system. At a minimum, Amazon takes a commission on each sale. To offer Prime shipping bene
Amazon Grocery Has a Lot of Ground to Make Up With Walmart.com (opens the original)
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Amazon continues its significant effort to grow its grocery business. It quietly built a huge non-perishable grocery business of “everyday essentials” like paper towels, cleaning supplies, and pet food. Now, it’s going after perishables in a meaningful way. Amazon is integrating major perishables into the core Amazon business, with everything from milk and eggs to fruit and vegetables and even meat and seafood delivered from the same Amazon warehouses and distribution centers that handle everyth
Walmart.com Shopper Metrics Actually Beat Amazon’s (opens the original)
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We continue our comparison of Amazon to its most formidable competitor, Walmart and Walmart.com. Last week we provided our periodic analysis of how Amazon Prime stacks up against Walmart+. Not surprisingly, Walmart+ continues to develop into a meaningful alternative (or complement) to Prime. Somewhat surprisingly, Walmart.com actually beats Amazon in some important measures of customer behavior.The most important comparison is how much customers spend at each retailer every year. Amazon customer
Walmart.com and Walmart+ Are Significant Players in Amazon’s World (opens the original)
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It has been exactly 10 years since Walmart bought Jet.com to get serious about online retailing. Of course, Walmart stores already dominated retailing. Jet.com was at best an emerging retail competitor. The combination - and perhaps more importantly the signal it sent within Walmart and to the rest of the retail world - had a significant impact in online retailing.As Walmart online retail gained steam, five years ago Walmart.com introduced Walmart+ to compete with Amazon Prime. It offered fast,
Amazon Grocery Analyst Day 2026 Recap (opens the original)
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[This is a free report, so please share it with your friends and colleagues - and read to the end!]Day two of Amazon’s Analyst Program last month focused on the grocery business. (Day one was all about Amazon Prime.) The headlines are Amazon is genuinely growing a perishable grocery business within the core Amazon delivery business and it’s leaning into “normal” grocery strategies to do it.Amazon prides itself as an innovator. Yet grocery retaili
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