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- Marketplace⚡Mastery #130: Walmart ads hit $6.4B + Amazon and Shopify own 50% of US ecommerce
Marketplace⚡Mastery #130: Walmart ads hit $6.4B + Amazon and Shopify own 50% of US ecommerce
Hey sellers! Walmart’s ad machine is exploding, AI is boosting baskets, and Amazon plus Shopify now control half of U.S. eCommerce.
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📰 What you need to know
👉 Andrew Bell shared details about the new AI Listing Builder he helped architect at Helium 10. Built around agent workflows and prompt systems, it aims to bring structured, scalable listing optimization to hundreds of thousands of sellers. AI content is evolving from “generate text” to “build systems.”

👉 Amazon and Shopify are now half of U.S. eCommerce
Amazon generated roughly $440B in U.S. sales in 2025, about 35.7% of the $1.2T market. Shopify claimed 14% share. Combined? 49.7% of U.S. eCommerce.
👉 AdLabs just dropped a ready-to-run Amazon Marketing Cloud query library for customer analytics, ad attribution and lifetime value analysis. If you’re sitting on AMC but not running SQL or building audiences, this removes friction. Plug, run, analyze.
👉 Walmart Connect hits 41% growth as ad business nears $6.4B
Walmart’s global advertising revenue reached $6.4B in FY26, up 46% year over year. In Q4 alone, Walmart Connect in the U.S. grew 41% excluding VIZIO, while VIZIO delivered triple-digit ad growth.
👉 Walmart too says AI users build 35% bigger baskets, so customers using Sparky, Walmart’s AI shopping assistant, generate baskets about 35% higher than non-users. Roughly half of Walmart app users have tried it so just imagine the future!
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💡 Weekly tip: Use broad match with semantic roots to discover profitable keyword families
Instead of dumping random broad keywords into a campaign, structure them around semantic roots using unigrams, bigrams, and trigrams. For example: +juice +orange +natural.
This forces Amazon to explore variations around your core concept while keeping intent tight. Then harvest converting terms into exact campaigns and negate them in broad to avoid cannibalization.
You are not just testing keywords BUT mapping search families.
Extracted from my ebook Amazon Advertising Hacks
⚒ Recommended software
Can’t recommend Seller Snap enough! An AI algorithmic Amazon repricer capable of detecting the behavior of your competitors and making tailored price adjustments to outsmart your competition.
Works both for Amazon B2B and B2C and Walmart too and multi-store view!


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