Latest / Let's talk Marketplace

Marketplace News Update: Roblox on the Rise, TikTok Shop's amazing Growth and what AI Commerce means for Retail Media #LTM143
“Peak Amazon” is back. The recurring narrative suggests that Amazon has passed its zenith – saturated markets, slowing growth, eroding dominance. Yet with USD 717 billion in revenue in 2025, surpassing Walmart for the first time, the data paints a more complex picture.
In this family & friends news episode, Ingrid is joined by Andrea Engelmann (OnMacon) to question whether we are really seeing structural limits - or simply strategic prioritisation. The Netherlands serves as a case in point: Amazon is investing €1.4 billion in logistics, infrastructure and visibility, and has already overtaken…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.