Marketplace Flash Weekly - March 13, 2025

亚马逊 is raising their Warehouse and Distribution fees beginning April 1, impacting storage and processing costs for sellers. They also announced new Sponsored Ads Audience Segments, including "Purchased brand's products" and "Clicked or added brand's product to cart." U.S. beauty sales are shown to be increasingly driven by e-commerce over brick-and-mortar, with an 11.1% sales boost in 2024 fueled by TikTok Shop and 亚马逊 .

• Amazon's Warehousing and Distribution (AWD) fee structure will be updated starting April 1, 2025
• Amazon Ads announced three new Amazon-built Audience Segments within Sponsored Products
• E-commerce leads sales in the U.S. beauty market

• Amazon makes up 30% of total electronics sales, while slowly gaining growth in the grocery category. Walmart leads in essentials but struggles with online sales, as Amazon’s pricing and convenience contribute significantly to growth.
• Starting April 1, 2025, 亚马逊 's Warehousing and Distribution (AWD) fee structure will be updated. Modifications include how base rate is applied, introduce a qualification for smart storage, implement Amazon-managed rates for those using Supply Chain by Amazon Managed Service, and split the AWD processing fee into separate inbound and outbound processing fees.
• 百思买 is venturing into the influencer marketing arena, aligning with strategies previously adopted by Amazon and 沃尔玛 . This move aims to capitalize on the growing creator economy and enhance Best Buy's digital presence.
• E-commerce leads sales in the U.S. beauty market, with Amazon and TikTok Shop driving growth. Brick-and-mortar stores struggle to compete with the convenience of online shopping.
• Amazon Ads announced three new Amazon-built Audience Segments within Sponsored Products - "Purchased brand's products," "Clicked or added brand's product to cart," and "Affinity for similar products." Learn more.

• While the Amazon boycott aims to support small businesses, it may backfire, as many small businesses rely on Amazon's marketplace for a large share of their sales.
• Beginning April 10, Amazon announced that third-party service providers must be registered through the Solution Provider Portal (SPP). Direct Seller and Vendor Central access will be restricted after this deadline and third-party partners will access SC or VC through SPP only.
• Kohl's and 亚马逊 are pausing their relationship. Their partnership started in 2019 as a way to make Amazon returns easier and increase in-store foot traffic for Kohl's, but led to no uptick in sales, with Kohl's reporting declining sales for the previous 12 quarters. Read more here.

• If you've ever wanted to join us at Podean, now may be your chance! We are growing and looking to add impactful, positive members to our team. We're proud to be Digiday's 2024 Best Employer for Remote Employees, fostering a supportive and uplifting environment for our team across five continents. See our open roles.
• Amazon had a record breaking Q4 - what does this mean for brands, advertisers, and the evolving retail landscape? Get Ashley W. 's, Managing Director of Podean Australia, perspective.