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Welcome to ecom's 5th quarter

Date: Monday 5th of January 2026

Summary: Kevin King discusses the "5th Quarter" - why January is e-commerce's hidden peak season due to the reverse logistics surge, Walmart's aggressive push to close the Amazon online sales gap, several new Amazon features sellers should know about, and the BDSN software tool of the day.

Key Points Discussed:

The 5th Quarter: January as e-commerce's hidden peak season

Return statistics: 20-25% of holiday merchandise gets returned, $850 billion in total returns projected for 2025

Returns as a liquidity event creating fifth quarter revenue opportunities…

The skinny

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