Serious Sellers Podcast: Learn How To Sell On Amazon FBA & Walmart Weekly Buzz 12/4/25: BFCM Amazon, Walmart, and TikTok 2025 Results, Amazon Lowers Seller Fees, and more security on Amazon
Dec 4, 2025
Discover how Amazon dominated Black Friday with a staggering $2 billion in sales. Explore TikTok's record-breaking BFCM, showcasing the surge in livestream shopping. Walmart also reported impressive performance, bolstered by swift delivery. Learn about Amazon's significant reduction in seller fees and the introduction of enhanced security measures like passkeys for Seller Central. Plus, get insights into Helium 10's new tools for optimizing keyword strategies. Perfect for anyone wanting to up their e-commerce game!
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Amazon BFCM Demand Outpaced Ad Cost Inflation
- Black Friday drove huge shopper demand on Amazon, with US conversion strong despite higher ad costs.
- CPCs rose 10–12% in the US and up to 27% in Europe, squeezing ROAS in EU markets.
Live Shopping Fueled TikTok Shop Growth
- TikTok Shop saw ~50% more US shoppers this BFCM and live shopping exploded with major viewership.
- Live streams grew sales 84% and generated 760,000 sessions with 1.6 billion views.
Walmart Won With Fast Delivery And App Use
- Walmart leveraged its store network for speedy delivery and app engagement during BFCM.
- Walmart delivered 57% more store orders and 44% more arrived in under three hours year-over-year.