Our New 2-Speed Marketplace

Retail Media Breakfast Club · Apr 15, 2025 · 10m

In this insightful episode, Kiri Masters analyzes data from Momentum Commerce that reveals a fascinating "frugal frenzy" emerging across Amazon's marketplace. She explores how consumers are simultaneously stockpiling products like baby formula (up 26 times week-over-week) while becoming increasingly price-conscious, with average selling prices among top sellers dropping 0.8% year-over-year. The episode highlights a clear divide between value-driven categories where consumers are trading down to cheaper alternatives (like diapers) and emotion-driven categories like pet care and makeup where…