Amazon's continued dominance and strategy shifts

Amazon's retail dominance continues to evolve, with its grocery business surpassing Kroger to become the number-two US grocer, while for many sellers, Amazon is shifting from a primary growth channel to a supplemental one.

Who it affects: e-commerce brands, grocery retailers, DTC founders

Notable: Amazon has become the number-two grocer in the US, surpassing Kroger, with expanding fresh and convenience offerings. Online grocery is re-accelerating after a post-Covid plateau. Meanwhile, Amazon seller revenue is falling back to 2017 levels, suggesting sellers are diversifying to other channels. E-commerce in Canada has closed its gap with the US, driven partly by Amazon expansion.

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