TikTok Quietly Builds Its Own Version Of Amazon Prime | Fast Five Shorts
TikTok Shop is reportedly testing a paid Shop Plus membership that could offer free shipping, discounts, and coupons as the platform looks to keep shoppers from leaving for Amazon.
Chris Walton and Jenn Hahn discuss whether TikTok’s rapid growth and social-first shopping experience could make Shop Plus a genuine threat to Amazon’s ecosystem.
▶️ Watch the full Fast Five episode here: https://youtu.be/VL3Q373gkfY
TikTok is testing a paid membership called Shop plus, according to screenshots viewed by a Business Insider, bundling free shipping, product discounts and coupons for a monthly fee and a direct bid to keep shoppers from bailing to Amazon, according to Ecom crew shout out to them for their first Fast5 citation.
Speaker AThe screenshots show TikTok testing monthly price points of $6, $10 and $15, with examples showing a discounted hair product paired with free three day shipping and a $5 discount on a beauty item.
Speaker AA former TikTok shop staffer described the strategic problem directly.
Speaker AShoppers would discover products on TikTok and then leave the platform to complete the purchase on Amazon.
Speaker AAnd Shop plus is built to close that exact leakage point.
Speaker AFor perspective, TikTok Shop drove $4.9 billion in US sales in Q1 2026 alone, roughly double the prior year's quarter and top $20 billion in US GMV in the first half of the year, with eMarketer forecasting the full US business could cross $23 billion for 2026.
Speaker ATikTok, it should be noted, also has not confirmed this program publicly at this time.
Speaker AJen TikTok is basically building an Amazon prime clone inside a content app.
Speaker AIs that a genuine threat to Amazon's ecosystem lock in?
Speaker AOr is TikTok just spending money to look like a marketplace that isn't quite yet?
Speaker B4.9 Billion in US sales in Q1 is nothing to take lightly.
Speaker BSo I would say yeah, that's, that's wild.
Speaker BHearing that number is wild.
Speaker BI think it's a real threat for sure, especially for the younger generation.
Speaker BAs much as I said in the last headline that like we use Amazon something synonymous for just shopping online in our generation and I don't want to, I don't want to target certain generations at this point, but I think the younger generation or just anyone hipper than I am, they learn everything.
Speaker BChris Everyone is different than I am because so again, they might be in the same generation as I am, but they're learning everything from TikTok.
Speaker BIt used to be like oh they do dances right?
Speaker BBut now literally everything is on TikTok.
Speaker BSo I've always been a big fan of meeting the customer where they're at and obviously TikTok shop with these numbers has really figured that out already, making it that much easier to just check out versus now go out and find it on Amazon and check out.
Speaker BI mean sounds like a no brainer and definitely a genuine threat.
Speaker BTo answer your question, 100%.
Speaker AI mean, I think, I mean, I think it's important to note.
Speaker AI mean, you said that, you said, you said the raw sales, but the GMV.
Speaker A$20 Billion of GMV is coming through TikTok Shop.
Speaker AThat's insane.
Speaker AI mean, how long has TikTok been around, Jen?
Speaker ALike, five, six years?
Speaker ALike, it feels like it started during the pandemic.
Speaker ARight.
Speaker BYou'd have to ask someone.
Speaker BYeah.
Speaker BHipper than me, Chris.
Speaker AYeah, they might, right?
Speaker AYeah.
Speaker AYeah.
Speaker AWe'll ask producer Ella later, you know.
Speaker AYeah, like it's, that's not been very long.
Speaker AThat's the point.
Speaker ARight.
Speaker AAnd the funny thing to me about this story too, which I think is really fascinating, is the TikTok sellers are likely using Amazon and warehouse Walmart warehousing services to meet these delivery windows anyway.
Speaker AAnd so, like, it feels like a smart move to keep them in the TikTok Shop experience and not to port them out to Amazon.
Speaker AAnd all it takes is a smart psychological marketing hook, like, hey, why don't you stay with us?
Speaker AAnd you can get the same degree of service and confidence that you're going to get from if you went out and bought it from Amazon.
Speaker AOh, and by the way, the Amazon sellers are just using the same infrastructure or the TikTok shop sellers are just using the same infrastructure to provide it for you.
Speaker ASo you don't know the difference anyway.
Speaker AAnd, and you're making the shoppers pay for it themselves too, to give, to give that service to your sellers as TikTok Shop.
Speaker ASo I don't, I, I just think this is really smart and it's, it's going to be.
Speaker AThis is, it's a really interesting headline to close with today.
Speaker AWhen you start talking like you did, Jen, about, you go where people are.
Speaker ARight.
Speaker AAnd this, you know, if this works, there's a there, there here for sure.
Speaker BYeah, I, I will be really interested to see where this lands again.
Speaker BI don't spend a lot of time on Tick Tock myself, but I think I'm in the minority.
Speaker BAnd when producer Ella joins us, we'll, we'll talk to her about how she's using Tick Tock Shop for sure, because she's definitely one of those hipper than I am.
Speaker ALet's bring producer Ella in right now.
Speaker AProducer Ella, like, what's your TikTok shop exposure and experience.
Speaker CYeah.
Speaker CSo actually this is funny that it's coming out this week because I have been putting myself on a spending hold.
Speaker CI mean, I'm a bride in this economy.
Speaker CMy sister's getting married this weekend.
Speaker CI get married in a couple months And I use TikTok as that emotional purchase.
Speaker CSo I'm not really searching things.
Speaker CBut it's like if I'm really influenced, if something comes up, I'm Apple paying it.
Speaker CRight.
Speaker CAnd it's coming to my door now the delivery fee.
Speaker CThis is really interesting because since it's an emotional purchase, I typically right now am not so much concerned about the delivery fee because I wasn't searching for it in general.
Speaker ARight, right, right.
Speaker AIt's not a need.
Speaker AYou don't need it really quickly.
Speaker CIt's not a need.
Speaker CAs for Amazon, I do maybe want that one to two day I'm searching.
Speaker CI need this.
Speaker BRight.
Speaker CBut to your point about how long has this been out too?
Speaker CI do know this.
Speaker CIt started as musically in 201820 and 2020 was the big boom.
Speaker AI figured, yeah, six years is when I remember seeing it.
Speaker AI remember seeing it.
Speaker ARight.
Speaker AThe first year of the pandemic.
Speaker ABut yeah, it was definitely before that.
Speaker ASo good, good point of reference, Ella.