Blog categorized as Amazon Weekly News

Amazon introduces a 3.5% FBA surcharge, begins auto-deducting ad spend from seller proceeds, and tightens List Price and Typical Price rules. Meanwhile, the Amazon–Perplexity dispute over data access moves forward and may influence future external traffic sources

Amazon now bills clicks from Rufus AI prompts and expands no-box returns to 10,000+ locations; Walmart showcases TV-based commerce formats, while Shopify enables direct sales through ChatGPT and other AI platforms.

Amazon expands product discovery through Shop Direct, analysts suggest concentrating advertising budgets around the primary platform, and a series of AI incidents increases oversight of automated tools. At the same time, a court restricts Perplexity’s AI browser from accessing Amazon accounts.

Amazon strengthens its Marketplace infrastructure—from the growth of the low-price Haul segment to AI analytics in Seller Central. Advertising inside Amazon remains the main sales driver, while Walmart expands seller incentives, intensifying omnichannel competition.

Walmart accelerates retail media growth, TikTok strengthens demand for Amazon, ChatGPT tests AI-powered advertising, and tariff disputes add uncertainty for importers. Issue #47 explores how traffic sources, margins, and strategic risks are shifting across the e-commerce ecosystem.

Amazon and Shopify now account for nearly half of U.S. e-commerce. Amazon tightens AI regulation and streamlines brand content tools, while Walmart attracts higher-income shoppers and expands its advertising business, strengthening its role as an additional sales channel.

Top sellers capture a growing share of Amazon’s revenue as the marketplace matures. OTDR penalties now focus on problematic FBM listings. Brand+ expands through Amazon DSP with AI automation. Sell Globally and Supply Chain by Amazon push sellers deeper into Amazon’s logistics network

Amazon closed Q4 2025 with +14% revenue growth as same-day delivery and AI assistant Rufus drove sales. Sellers now generate most GMV, while Amazon pushes price and speed. Walmart opens WFS exports to Canada and Mexico, and Brand Registry adds mandatory co-brand license verification.

Global e-commerce surpasses $10 trillion as Amazon enters a mature phase. Multichannel brands outperform Amazon-only sellers, FBA removal and disposal fees move to per-unit billing, and Amazon Ads replaces Product Collections with AI-driven Sponsored Brands Collections starting in 2026.