Date: Thursday, December 25th, 2025
Summary: Kevin King presents a special holiday edition featuring key e-commerce statistics and data from 2025, covering global e-commerce trends, Amazon and US market insights, AI's impact on shopping, and social commerce developments.
Key Points Discussed:
- BDSS-13-Virtual event announcement (January 20-22, 2026) featuring 20 AI-focused speakers
- Computing power evolution: From Intel ASCI Red Supercomputer to iPhone 15 Pro
- Global e-commerce landscape: European shopping patterns and local vs. international seller preferences
- US leads global online shopping rates at 34% of consumer goods purchases
- Impact of tariffs on consumer behavior across Canada, China, Mexico, and Japan
- Amazon's 2024 sales events: Prime Day performance vs. Black Friday/Cyber Monday
- US e-commerce market share breakdown: Amazon (40%), Shopify (10%), Walmart (6%), eBay (6%), Apple (4%)
- Category comparison between Amazon and Walmart retail sales
- Amazon's price leadership across 16 retail categories
- Global return rates with India leading at 81%
- Bain estimates agentic AI could represent 15-25% of US e-commerce by 2030
- OpenAI's dominance in generative AI traffic (70-75%)
- Consumer trust in GenAI for product recommendations
- Social media usage trends: YouTube (84%), Facebook (71%), Instagram (50%), TikTok (37%)
- TikTok's growth in beauty category and social commerce
Links Mentioned:
Hot Picks:
Parting Shot: "Sometimes the secret to getting more done is to take some time off this holiday season."
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