Top 5 this week

1. Amazon 2025 FBA Capacity Limits: What Sellers Need to Know (and Do Now)

“Amazon just cut FBA capacity limits from 6 to 5 months of forecasted sales, with some sellers losing up to 75% of storage overnight. The shift echoes old restock limits and signals a hybrid system. With Prime Day ahead, sellers must urgently audit SKUs, remove dead stock, and prioritize top performers, or risk running out of space–and sales.” ~Vanessa Hung

2. Walmart, Home Depot, Target Push Chinese Suppliers To Resume Shipments, Agree To Absorb Tariffs

“Retailers stepping in to absorb tariffs is a short-term stabilizer, but suppliers should be prepared for sudden shifts in demand planning and PO cadence. Staying flexible and transparent with retail partners is critical to avoid stockouts or overages.” ~Vanessa Cox

3. Retailers fear toy shortages at Christmas as tariffs freeze supply chain

“With toy margins already razor-thin, a 145% tariff would force price hikes that hit the American Christmas wallet hard—leaving stockings a little lighter this year. If the tariffs ease up too late, brands may rush to send inventory but miss Amazon check-in deadlines—leading to excess post-Q4 stock and expensive holding costs. Will Amazon ease inbound rules for tariff-delayed toys, or risk empty shelves this holiday season? Some flexibility could help keep the holiday machine running.” ~Chelsea Cohen

4. OpenAI Rolls Out AI-Powered Shopping, Taking on Perplexity and Giants Like Amazon

“The inevitable integration of shopping into every AI system is officially in full swing. That said, there’s still no public data on how many people are actually buying through AI search tools like Perplexity – so I’d encourage sellers to take a curious ‘wait and see’ approach before rushing to shift their strategies. That said, it’s clear that getting your product recognized by AI systems will only become more critical over time.” ~Nikko Patten

5. Prime Video is now shoppable with Shop the Show feature

“Amazon just turned Prime Video into a shopping engine. With Shop the Show, they’re turning passive viewership into active buying—fans see something cool in a show and can buy it instantly without missing a beat. This is the kind of move that makes external traffic, DSP, and retargeting even more powerful. It’s not just a streaming platform anymore—it’s a full-funnel sales channel.” ~Clayton Atchison

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