Top 5 Read of This Week

1. Amazon Denies Tariff Transparency Plans Amid White House Criticism

Reports emerged suggesting Amazon intended to display U.S. tariff costs on product pages, prompting the White House to label the move as "hostile and political." Amazon clarified that while its subsidiary, Amazon Haul, considered the idea, it was never implemented. President Trump reportedly contacted Jeff Bezos directly regarding the matter.

2. Amazon Invests $4 Billion to Expand Rural Delivery Network

Amazon announced a $4 billion investment to triple its U.S. rural delivery network by 2026, adding over 200 delivery stations and creating approximately 100,000 jobs. This expansion aims to enhance shipping speeds and reach in smaller towns and rural areas.

3. Amazon Q1 2025 Earnings Reflect Strong Performance Amid Tariff Concerns

Amazon reported robust Q1 2025 earnings, with revenue around $155 billion. However, analysts express caution regarding potential impacts of new tariffs on future performance, particularly in retail and advertising sectors.

4. Amazon Launches First Satellites for Project Kuiper

On April 28, Amazon successfully launched the first 27 satellites of its Project Kuiper broadband constellation, aiming to provide high-speed internet and compete with SpaceX's Starlink. The full deployment plans include 3,236 satellites to be launched over 80 missions.

5. UPS to Lay Off 20,000 Workers Amid Reduced Amazon Business

UPS plans to lay off 20,000 employees and close 73 facilities, citing a strategic reduction in its business with Amazon and broader economic uncertainties. The move aligns with UPS's goal to cut Amazon shipping volumes by over 50% by late 2026.

📌 Seller Central Updates

1. FBA Capacity Limits Adjusted for May–June 2025: Amazon has updated FBA capacity limits, affecting inventory planning ahead of Prime Day. Sellers should review the new limits to optimize stock levels.

2. Restock Limits Reintroduced: Reports indicate Amazon has quietly reinstated restock limits on a per-ASIN basis, capping inventory at around 90 days. Sellers need to adjust their inventory management strategies accordingly.

3. Amazon Services Business Solutions Agreement Updates: Effective April 15, 2025, Amazon updated its Services Business Solutions Agreement, impacting Canadian sellers with new insurance requirements and modifications to the A-to-z claims process.

📺 Prime Video Highlights – April 2025

New Releases:

Prime Video added several new titles in April, including "The Bondsman," a supernatural drama starring Kevin Bacon, and "Étoile," a ballet-themed series from Amy Sherman-Palladino.

"America's Test Kitchen: The Next Generation" returned for its second season, continuing the culinary competition with new contestants and challenges.

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