Competitive Pricing NONSENSE, Amazon B2B Momentum, Amazon Powers Ahead, Shein's China Bet Backfires - This week in Amazon & eCommerce - Aug 19

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1. Competitive Pricing Powers Amazon's Value Promise, for Customers at Least… Amazon reaffirmed its focus on delivering value through everyday low prices, broad product selection, and an expanding range of Prime benefits. While that’s all well and good… How many Buy Boxes ($$$) did Amazon take from sellers so it could boast of being 1% lower than everywhere else… [Learn more]

2. Amazon Business Nears $100B as B2B Growth Continues: Amazon Business has reached $60 billion in annualized gross sales, growing steadily from $25 billion in 2021 and $35 billion in 2023, with an annual growth rate of about 18% that continues to outpace overall e-commerce growth. [Learn more]

3. Amazon Powers Growth Across Every Front: Amazon reported strong second-quarter 2026 results, with total sales rising 20% year over year to $200.6 billion and net income increasing 245% to $62.6 billion, driven by growth across its North America, International, and AWS segments. [Learn more]

4. Shein's Reliance on China Weighs on Growth and Profitability: Shein's IPO filing revealed that more than 90% of its 2025 net revenue came from goods shipped from central warehouses in China, highlighting its continued reliance on cross-border fulfillment despite efforts to expand its marketplace. [Learn more]

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Isaiah Fritz, Joe White and the OSP Team

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