Amazon/Sellers at $830B in 2025, Conversational Commerce Economics, Walmart Goes Premium, SAFE-T Window Shortened - This week in Amazon & eCommerce - Feb 18

1. Amazon’s $830B Growth and Marketplace Evolution: Amazon and its sellers generated an estimated $830 billion in gross merchandise value (GMV) in 2025, nearly tripling sales from $277 billion seven years earlier, reflecting a return to steady, single-digit growth after the exceptional pandemic-driven surge of 2020. [Learn more]

2. ChatGPT Emerges as Low-Fee Commerce Channel: Shopify merchants will begin paying OpenAI a 4% transaction fee for sales completed through ChatGPT’s checkout feature, positioning conversational commerce as a lower-cost alternative to traditional marketplaces while remaining small in overall scale. [Learn more]

3. Walmart Expands Into Premium Musical Instruments: Walmart Marketplace has launched a new Premium Musical Instrument Shop, marking its entry into professional-grade new and used musical instruments as part of a broader strategy to expand selection in higher-quality, specialized categories. [Learn more]

4. Amazon Cuts SAFE-T Window, Sparking Seller Concerns: Amazon has announced changes to its SAFE-T program that will reduce the time US sellers have to file reimbursement claims for seller-fulfilled orders, shortening the window from 60 days to 30 days starting February 16, 2026. [Learn more]

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