Amazon Q2 2026 Earnings Recap: AI Shopping, Grocery, Pharmacy and Speed

Amazon’s Q2 2026 earnings call devoted surprisingly little airtime to ecommerce, but there was a lot packed into it. My biggest takeaways for brands: AI-assisted shopping is changing shopper behavior, Amazon is becoming a serious grocery destination, Pharmacy is quietly scaling, and delivery speed continues to be an important growth driver.
Drug Chains Are in Decline; Enter Amazon
This article originally appeared in the MMR/CDR April 6, 2026 edition of Chain Drug Review.
Andrea Leigh Named a RETHINK Retail Top Retail Expert for 2026
Andrea Leigh, Founder and CEO of Allume Group, was again named to RETHINK Retail’s global Top Retail Experts community for 2026, recognizing leaders contributing ideas, analysis and expertise to the retail industry.
Commerce Trailblazers Podcast: How AI Can Supercharge Your Work with Pam Perino
What does practical AI adoption actually look like inside a digital commerce organization? On this episode of Commerce Trailblazers, Lauren Livak Gilbert and I talk with Ghirardelli’s Pam Perino about using AI in everyday work, digital shelf operations and working effectively across functions.
Commerce Trailblazers Podcast: Hug Your Dog & Bring the Data: How to Show Up to Your Clients with Insights
Data matters, but so does the way you show up. In this episode of Commerce Trailblazers, Lauren and I talk with POTOO’s Ellise Uyema about turning data into meaningful client insights, building relationships and navigating networking even when it feels uncomfortable.
Amazon Q3 2025 Earnings Recap: Agentic AI Meets Day One

Amazon’s Q3 earnings call was one of the more interesting I’ve attended. The bigger story wasn’t simply the financial results. It was Amazon’s vision of agentic commerce combined with its continued Day One operating mentality. I break down what stood out across Rufus, grocery, organizational changes, AWS and advertising, and what I think it means for brands.
Commerce Trailblazers Podcast: Sift Through the Noise with Megan Harbold
Commerce marketers have more channels, tools and data than ever, but more information doesn’t automatically mean more clarity. Lauren and I sit down with retail media and commerce expert Megan Harbold to talk about cutting through the noise and finding the strategies that actually matter for consumers and B2B audiences.
Artificial Intelligence in the Everyday Store: RETHINK Retail 2025 AI in Retail Report
Andrea contributed her perspective to RETHINK Retail’s 2025 AI in Retail Report, Artificial Intelligence in the Everyday Store. The report examines how AI is moving from experimentation into everyday retail execution, including pricing, personalization, store operations, checkout and the importance of maintaining shopper trust as AI adoption scales.
Commerce Trailblazers Podcast: Every SKU Is a Business and Education Is King with Jyoti Malik
What does it take to keep learning while ecommerce keeps changing underneath you? Lauren and I talk with Belkin’s Jyoti Malik about test-and-learn culture, navigating change and why education remains one of the most important capabilities for digital commerce teams.
Agentic Commerce, AI Shopping and the End of the Funnel
What happens when AI becomes the shopper’s starting point and traditional product discovery begins to collapse?