📰 Amazon's Third-Party Sales Surge Despite Tariffs; Prime Day Sets Records Amid Rising Competition

📅 Jul 15, 2025, 08:53 EDT | 🔗 Source: Zacks

🧠 Summary

Amazon's third-party seller segment grew 5.5% in Q1 2025, with $36.5B net sales despite tariff challenges. Prime Day achieved record sales through strategic inventory and pricing management. Competition from eBay and Etsy intensifies, but Amazon maintains a strong market position with positive earnings estimates.

💡 Why this signal?

  • Amazon's third-party sales grew steadily, contributing significantly to overall revenue and signaling robust marketplace health.
  • Effective management of tariff-related challenges and extended Prime Day promotions helped sustain seller engagement and drive record sales.
  • Competitive pressure from eBay and Etsy remains strong, but Amazon’s scale and strategic initiatives support a positive outlook for the second quarter.

📈 AMZN Price Trend

⏱️ Impact Timing
as soon as the news is out
👥 Competitor Impact
  • ➡️ EBAY: sell
  • ➡️ ETSY: sell
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