$310B Holiday Wave, Google’s AI Ad Shake-Up, and Amazon’s FBA Push

Send us Fan MailIn this September 16, 2025 episode of Selling on Giants – eCommerce News & Updates, Mr. Will covers the trends shaping the busiest season of the year. Deloitte is forecasting U.S. holiday retail sales to rise to as much as $1.62 trillion, with eCommerce leading the way at over $310 billion. Value will be the deciding factor, meaning promotions, bundles, and polished digital shelves are more important than ever.Amazon is sharpening its toolkit. Multi-Channel Fulfillment orders now come with delivery photos to cut down on “where’s my order” emails. Meanwhile, FBA Enrollment Opportunities have been built directly into Manage All Inventory, serving sellers daily recommendations on which SKUs are primed for conversion to FBA. The message is clear: Prime-like fulfillment is no longer optional.Google is also in the spotlight. AI-powered Search Ads now insert products directly into search summaries, YouTube mastheads are shoppable, and Product Studio can batch-edit creative. On top of that, Google has opened Criteo’s retail media network through Search Ads 360, simplifying retail media buying while raising competition.Beyond the ad wars, Pattern is targeting a $2.6 billion IPO, Ulta is weaving AI across its business, Walmart is offering sharper pre-purchase shopper insights, and online grocery sales hit $11.2 billion in August. Target is using micro influencers and seasonal drops to spark demand ahead of Q4.The signal is clear: growth is online, consumers are cautious, and AI is becoming the infrastructure of retail. Sellers who adapt early will be best positioned to ride the $310 billion wave.Subscribe to the Selling on Giants Newsletter for weekly updates that cut through the noise.