In this episode of the Econ Crew Podcast, Dave analyzes Amazon's Q3 2025 earnings report, focusing on its implications for third-party sellers. He examines three key metrics: online store growth, advertising revenue growth, and changes in FBA fees. While e-commerce growth remains steady, advertising costs are up, and third-party seller fees have increased significantly, outpacing revenue growth. Dave also touches on Amazon's highlights from the quarter, including job creation and investments in its delivery service partner program, while also noting opportunities for sellers on platforms like TMU. He advises sellers to carefully review their Amazon fees, particularly high and low inventory fees and return processing fees, to identify potential areas for cost savings.
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