Peloton’s Fall, Amazon’s Rise, and How Aussies Are Spending $535M on Love

11/02/2025 21 min

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Episode Synopsis

This week onThis Week in Ecommerce, Mal unpacks the latest major moves in retail, from Amazon’s record-breaking quarter to Peloton’s ongoing decline. With Valentine’s Day spending set to hit a new high and brands like Allbirds making big bets on sustainability, there’s a lot to cover in this packed episode.Amazon’s $32B Profit Surge: How better last-mile logistics and a Prime-fuelled strategy helped Amazon deliver a massive 90% profit increase.Valentine’s Day Spending Boom: Aussies are set to drop $535M on gifts and experiences, proving that love (and consumer spending) is alive and well.Peloton’s Post-Pandemic Collapse: Why the at-home fitness giant is still struggling—and what it tells us about shifting consumer behaviour.Nick Scali vs. Temple & Webster: A tale of two furniture brands—why one is struggling while the other is thriving.Allbirds’ Bold Move: The world’s first zero-carbon shoe has arrived. Can this innovation bring the brand back to relevance?💡Key Takeaway: The retail landscape is shifting fast—brands that innovate, adapt, and stay relevant to consumer needs will be the ones that thrive.Follow MalLinkedIn:https://www.linkedin.com/in/malchia/Website: malchia.comFollow Ecom NationLinkedIn:https://www.linkedin.com/company/ecom-nation/Website: ecomnation.com.auHighlights:

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