Amazon Days
what I learned and what I taught at Amazon Ads: working backwards with careful speed, recruiting and promoting, retail media, marketing science, Day 1, Day 2 and Day 3 culture through pandemic and layoffs, transparency in big tech
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 111 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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Who's doing the shopping in Amazon's $200 B Q2?
Last week, Amazon reported its Q2 2026 earnings this week, and its stock jumped:
As my previous newsletters and Amazon Days substacks talked a lot about the cost cutting and culture, let’s focus this one on the top line:
This Substack is...
What's new in platform research?
I spent a gorgeous morning yesterday at BU Questrom’s Platform Strategy conference, an annual gathering of economists and strategy researchers who study … platforms: how they compete, personalize, and increasingly, how they get disrupted or...
Amazon Days have arrived
In the news this week, from Coresight Research: Walmart captured 11.08% of total US retail sales in 2025, Amazon close behind at 10.34%. Both crossed the 10% mark for the first time. Costco is a distant third at 3.82%.
The big story: Amazo...
Why Your AI Rollout Needs 2 Playbooks
95% of generative AI pilots fail to move the P&L (Challapally et al. 2025). RAND put AI project failure above 80%, twice the rate of non-AI tech projects. S&P Global found that 42% of companies abandoned most of their AI initiatives in 2025...
The data hoarders have it backwards
Boston-raised Frank Mulcahy, the head of Chewy’s Ads, said something in a recent interview that reflected my time at Amazon Ads: “The lack of data assumes bad data.”
If your numbers are good, you show them. If you hide them, the advertiser...
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Authors
The writers behind this newsletter.
ex-Amazon Principal Research Scientist, now Distinguished Professor of Marketing and vice-Dean of Research. Called Best Marketing Academic on the Planet, I published over 100 award winning articles on long-term marketing effectiveness.
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