I think the number of people that changed their shopping habits is probably pretty small compared to those that continued to do what they used to. For one, things sold via Amazon are very expensive (especially liquids) compared to in store options and most people were and are stretched so they can’t just up and spend an extra 20%+ or whatever to get delivery.

yep... true for my family as well. While we bought some things from amazon fresh, 98% of grocery items were still purchased through local stores. Many adopted delivery model pretty early on.

as for non grocery items, there were pandemic related purchases for sure, but for my family, it was at Home Depot.

With that said though, I think the Q1 YoY revenue jump is still huge.

It's their highest y/y growth in a decade, second highest since 2000, and fifth highest overall.

Top y/y Q1 growth (according to numbers from op):

   1998: 443.8%
   1999: 237.9%
   2000: 95.2%
   2010: 44.9%
   2021: 43.7%
   2018: 42.9%
   2011: 39.4%

Median overall is %29

That's a pretty good year, especially considering growth usually gets harder as you grow.

While a lot of purchases were made through Amazon, lockdowns make people limit their purchases to the absolute essentials.

So volume moght have increased but avg revenue per user would still grow less.