Debt-Fueled Commerce, Amazon Competition Intensifies, Will Hormuz Affect H1?, Amazon Highlights New Products - This week in Amazon & eCommerce - May 27

How long can this continue?

1. E-Commerce Boom Fueled by Rising Prices and Consumer Debt: U.S. e-commerce recorded its strongest quarterly growth in more than two years during the first quarter of 2026, but much of the increase was driven by higher prices and rising consumer credit use rather than a significant expansion in the customer base. [Learn more]

2. Which Market Gives Sellers the Most Profit for Their Efforts: Amazon marketplaces are seeing a significant rise in traffic per active seller, with average monthly visits per seller increasing 25% over the past year as the total number of active sellers declined globally despite continued growth in overall platform traffic. [Learn more]

3. Oil Surges as Iran Tensions Deepen Global Energy Fears: Oil prices climbed above $100 a barrel after renewed US strikes on Iran reduced expectations of a near-term peace agreement. How long till this really hits ecommerce? Amazon already applied a fuel surcharge a while back… [Learn more]

4. Amazon Introduces “New Arrival” Badges for Emerging Seller Products: Amazon has introduced “New Arrival” and “Notable Arrival” badges for newly launched seller products to help shoppers identify items that are predicted to perform well based on customer shopping behavior and product attributes. [Learn more]

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Isaiah Fritz, Joe White and the OSP Team

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