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Amazon is not slowing down. It is tightening standards while simultaneously building the next generation of retail infrastructure.

In this February seventeenth, twenty twenty six edition of Selling on Giants, we break down what is actually changing across Amazon, retail media, AI commerce, and consumer behavior and what serious operators should be watching.

This week’s episode connects the dots between fulfillment enforcement, AI driven discovery, capital investment cycles, and shifting shopper frequency. The common thread is professionalization. The margin for operational sloppiness is shrinking while the surface area for monetization expands.

Here is what we cover:

Amazon’s New Business Hour Delivery Rate Metric
• What BHDR measures and why it is now visible inside Account Health
• Why “informational” metrics rarely stay informational
• How Amazon is signaling higher B2B fulfillment expectations

OTDR Enforcement Gets Surgical on February Twenty Eighth
• How listing level deactivations replace full catalog shutdowns
• The growing importance of Shipping Settings Automation and Buy Shipping
• Why Amazon’s fulfillment stack is becoming defensive infrastructure

Amazon’s Two Hundred Billion Dollar Capex Bet
• Why short term margin pressure signals long term control
• How AI infrastructure investment will reshape search, ads, and fulfillment
• What sellers should monitor instead of stock price headlines

Retail Media Invades the Physical Aisle
• Digital end caps at CVS and Kroger
• Why in store merchandising is becoming programmable media inventory
• What this means for trade spend and performance measurement

Amazon Set to Surpass Walmart in Annual Revenue
• Why the real story is revenue mix, not headline comparison
• The structural advantage of AWS and advertising
• Ecosystem versus ecosystem competition

Shopify, Google, Bing, and the AI Commerce Layer
• Who controls checkout in an AI agent world
• Why structured product data is no longer optional
• The fragmentation of discovery and consolidation of transaction rails

Consumer Shopping Frequency Is Normalizing
• Why daily online shopping is pulling back
• How this impacts forecasting, retention, and average order value
• The shift from growth tailwinds to operational precision

Tariffs and Advertising Pressure
• How macro trade policy affects digital ad budgets
• Why margin modeling must include sourcing, pricing, and media

The big takeaway: Amazon is raising performance expectations while investing heavily in AI and infrastructure. Retailers are monetizing every high traffic surface. AI is embedding itself into discovery and checkout. And consumer behavior is stabilizing.

The brands that win in this environment will not be the loudest. They will be the most disciplined.

If you are running Amazon, Walmart, or Shopify at scale, this episode is your operator briefing for the week.

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