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Post-Prime Day News Update: Smaller Baskets, AI Shopping Traffic, and Walmart’s Retail Media Push
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This week’s Selling on Giants News and Updates breaks down what happened after Prime Day and what it tells us about the second half of eCommerce in 2026.
Prime Day beat expectations, but the headline sales number does not tell the whole story. U.S. online spending grew strongly, but average order value declined, household spend softened, and shoppers leaned heavily into lower-ticket products, essentials, grocery, household items, supplements, and consumables.
The consumer is still spending.
They are just spending more intentionally.
In this episode, Mr. Will covers:
Prime Day…
The skinny
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