#195 - How Amazon Fall Prime Day Went for Sellers, Third Quarter Results, and more đź“Š
#195 - How Amazon Fall Prime Day Went for Sellers, Third Quarter Results, and more
November is here, and the holiday gauntlet is officially upon us. Black Friday and Cyber Monday are just around the corner, and how you handle the next few weeks will shape your numbers well into the new year. In this issue, we're covering last-minute BFCM readiness checks, how to protect your buy box during peak traffic, and a post-holiday returns strategy you'll thank yourself for in January. Heads down, eyes on the prize - let's finish the year strong.
Hot News
Amazon.com Announces Third Quarter Results
Operating income was $28.1 billion and operating margin was 13.9%—Amazon’s highest operating margin ever AWS net sales increased 39.3%—its fastest growth in nearly five years—to a $184 billion annualized revenue run rate.
businesswire.com
Amazon sinks as AI spending eclipses fastest cloud growth in five years
Thursday reported a massive cash burn in the third quarter, sending shares sharply lower, while it signaled higher capital expenditures next year atop an already huge amount in 2026. Amazon's cloud computing cash cow, Amazon Web Services, continued to accelerate, but the company's aggressive spending to capture AI demand overshadowed broader growth that ‌investors typically crave — with more such spending to come.
reuters.com
How Amazon Fall Prime Day went for sellers
Once again, Amazon’s fall Prime Big Deals Days event kicked off the holiday shopping season early. The fall sale, held from October 6 to 7, helped drive major online sales growth across categories like electronics, apparel, beauty and even household essentials. As price-conscious consumers continue to seek out discounts and bundled deals, Amazon sellers and rival retailers have adapted their promotional strategies to capture early holiday demand.
modernretail.co
Operating income was $28.1 billion and operating margin was 13.9%—Amazon’s highest operating margin ever AWS net sales increased 39.3%—its fastest growth in nearly five years—to a $184 billion annualized revenue run rate.
businesswire.com
Amazon sinks as AI spending eclipses fastest cloud growth in five years
Thursday reported a massive cash burn in the third quarter, sending shares sharply lower, while it signaled higher capital expenditures next year atop an already huge amount in 2026. Amazon's cloud computing cash cow, Amazon Web Services, continued to accelerate, but the company's aggressive spending to capture AI demand overshadowed broader growth that ‌investors typically crave — with more such spending to come.
reuters.com
How Amazon Fall Prime Day went for sellers
Once again, Amazon’s fall Prime Big Deals Days event kicked off the holiday shopping season early. The fall sale, held from October 6 to 7, helped drive major online sales growth across categories like electronics, apparel, beauty and even household essentials. As price-conscious consumers continue to seek out discounts and bundled deals, Amazon sellers and rival retailers have adapted their promotional strategies to capture early holiday demand.
modernretail.co
Good to Know
Online spend during Amazon’s Prime Big Deal Days neared $10B in the US
Amazon’s October Prime Big Deal Days, which ran Tuesday and Wednesday, helped drive $9.86 billion in online sales for U.S. retailers, according to data from Adobe. As in past years, the event drew competing sales from retailers including Target.
retaildive.com
Amazon forces prepaid return labels on US seller orders from December 18
Amazon is removing the last route by which customers can be asked to pay for returning most seller-fulfilled orders in the United States. Starting December 18, 2026, every US return on an order shipped by a third-party seller, rather than by Amazon's warehouses, will require a prepaid return shipping label, according to an email the Amazon Services team sent to sellers. The email, seen by PPC Land as a screenshot, carries no visible send date.
ppc.land
This entrepreneur says Amazon nearly destroyed his business. He still shops on it every week. 'It's crazy.'
Jack Nekhala has every reason to stop shopping on Amazon. His company, Bed Scrunchie, generated about $4.5 million in 2024 and was on track for more, Nekhala said. However, Amazon deactivated its seller account just before the holidays that year, cutting off its biggest sales channel. "Once the collapse happened through Amazon, it basically collapsed the entire business," Nekhala told Business Insider for our So Expensive video series.
businessinsider.com
Third Quarter Online Sales Rose 2% at Amazon
Amazon’s online sales rose 2% in the third quarter over the comparable period in 2025, to $68.5 million. Some of the small increase was due to moving Prime Day to the second quarter rather than the third period, but some analysts wondered if the minor gain meant consumers were beginning to pull back spending.
publishersweekly.com
Amazon asks Minnesota justices to extinguish $4 million battery fire suit
An insurance company asked the Minnesota Supreme Court Monday to hold Amazon liable for a $4 million property fire caused by a defective cellphone battery sold through the e-commerce site. The case presents a landmark test for Minnesota’s high court over whether modern online marketplaces can be held to the same strict product liability standards that have applied to traditional retailers for decades.
courthousenews.com
Amazon touts delivery, AI priorities as sales rise 12% in Q3
Amazon net sales increased 12.0% in its fiscal third quarter of 2026 to $201.9 billion. AWS net sales were up 39.3% year over year to $46.0 billion, marking the fastest AWS sales growth in almost five years. Amazon CEO Andy Jassy said that both AWS and Amazon’s stores business could individually achieve $1 trillion in annual revenue. Jassy said that although the company expects to work with third-party AI agents, they “believe Alexa for Shopping is going to be the primary shopping agent customers use to shop Amazon.”
digitalcommerce360.com
I was 16 when I started reselling online. A few months later, my garage was a warehouse and I was making $25,000 a month.
This as-told-to essay is based on a conversation with Ethan Alexander. It has been edited for length and clarity. Each year, I get a $500 gift from an investment account that my great-grandfather set up for all of his great-grandkids. My gramps — Jack Davis — owned his own company and left a legacy of entrepreneurship in our family.
businessinsider.com
Amazon’s October Prime Big Deal Days, which ran Tuesday and Wednesday, helped drive $9.86 billion in online sales for U.S. retailers, according to data from Adobe. As in past years, the event drew competing sales from retailers including Target.
retaildive.com
Amazon forces prepaid return labels on US seller orders from December 18
Amazon is removing the last route by which customers can be asked to pay for returning most seller-fulfilled orders in the United States. Starting December 18, 2026, every US return on an order shipped by a third-party seller, rather than by Amazon's warehouses, will require a prepaid return shipping label, according to an email the Amazon Services team sent to sellers. The email, seen by PPC Land as a screenshot, carries no visible send date.
ppc.land
This entrepreneur says Amazon nearly destroyed his business. He still shops on it every week. 'It's crazy.'
Jack Nekhala has every reason to stop shopping on Amazon. His company, Bed Scrunchie, generated about $4.5 million in 2024 and was on track for more, Nekhala said. However, Amazon deactivated its seller account just before the holidays that year, cutting off its biggest sales channel. "Once the collapse happened through Amazon, it basically collapsed the entire business," Nekhala told Business Insider for our So Expensive video series.
businessinsider.com
Third Quarter Online Sales Rose 2% at Amazon
Amazon’s online sales rose 2% in the third quarter over the comparable period in 2025, to $68.5 million. Some of the small increase was due to moving Prime Day to the second quarter rather than the third period, but some analysts wondered if the minor gain meant consumers were beginning to pull back spending.
publishersweekly.com
Amazon asks Minnesota justices to extinguish $4 million battery fire suit
An insurance company asked the Minnesota Supreme Court Monday to hold Amazon liable for a $4 million property fire caused by a defective cellphone battery sold through the e-commerce site. The case presents a landmark test for Minnesota’s high court over whether modern online marketplaces can be held to the same strict product liability standards that have applied to traditional retailers for decades.
courthousenews.com
Amazon touts delivery, AI priorities as sales rise 12% in Q3
Amazon net sales increased 12.0% in its fiscal third quarter of 2026 to $201.9 billion. AWS net sales were up 39.3% year over year to $46.0 billion, marking the fastest AWS sales growth in almost five years. Amazon CEO Andy Jassy said that both AWS and Amazon’s stores business could individually achieve $1 trillion in annual revenue. Jassy said that although the company expects to work with third-party AI agents, they “believe Alexa for Shopping is going to be the primary shopping agent customers use to shop Amazon.”
digitalcommerce360.com
I was 16 when I started reselling online. A few months later, my garage was a warehouse and I was making $25,000 a month.
This as-told-to essay is based on a conversation with Ethan Alexander. It has been edited for length and clarity. Each year, I get a $500 gift from an investment account that my great-grandfather set up for all of his great-grandkids. My gramps — Jack Davis — owned his own company and left a legacy of entrepreneurship in our family.
businessinsider.com
Tips and Tricks
BeeBrain Launches AI Amazon Listing Optimisation Tool That Optimizes Listings in Under 2 Mins
BeeBrain, an AI Amazon listing optimization platform, has launched software that analyses existing product listings, conducts keyword research and generates complete keyword-optimised Amazon listings in under two minutes. BeeBrain LLC is an ecommerce software company that provides AI-powered Amazon listing optimization, keyword intelligence, rank tracking and direct publishing to Amazon Seller Central for sellers, brands and agencies across the United States, United Kingdom and Canada. More marketplaces are coming soon.
usatoday.com
BeeBrain, an AI Amazon listing optimization platform, has launched software that analyses existing product listings, conducts keyword research and generates complete keyword-optimised Amazon listings in under two minutes. BeeBrain LLC is an ecommerce software company that provides AI-powered Amazon listing optimization, keyword intelligence, rank tracking and direct publishing to Amazon Seller Central for sellers, brands and agencies across the United States, United Kingdom and Canada. More marketplaces are coming soon.
usatoday.com
PodcastsMillions on Amazon, Shopify, & TikTok Shop
What happens when the biggest opportunity for your business requires letting go of another? In this episode of the Serious Sellers Podcast, Bradley Sutton sits down with Ryan Maya, founder of Beyond Braid and Professor Pickleball, to explore his journey from college dropshipping experiments to building multimillion-dollar ecommerce brands. Ryan explains how his lifelong interest in fishing helped him create marketing that connected with customers after roughly a dozen other stores failed.
helium10.com
What happens when the biggest opportunity for your business requires letting go of another? In this episode of the Serious Sellers Podcast, Bradley Sutton sits down with Ryan Maya, founder of Beyond Braid and Professor Pickleball, to explore his journey from college dropshipping experiments to building multimillion-dollar ecommerce brands. Ryan explains how his lifelong interest in fishing helped him create marketing that connected with customers after roughly a dozen other stores failed.
helium10.com
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