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Death by Valuation: The Amazon Aggregator Autopsy

Thrasio’s collapse doesn’t prove that consolidating Amazon brands was a bad idea; it demonstrates that executing the strategy during an unprecedented capital bubble made success nearly impossible. In a new interview, Thrasio co-founder John Hefter offered the first insider account of what went wrong. His revelations confirm what Marketplace Pulse analysis has shown since 2020: the aggregator model itself was sound, but the extreme conditions of 2021 destroyed the economics that made it viable.

marketplacepulse.com

Amazon hiking fulfillment fees in 2026

Amazon will increase its fulfillment fees for third-party sellers by an average of $0.08 per unit sold starting Jan. 15, 2026, the e-commerce giant announced Wednesday as part of a slate of pricing changes. Increases for fees tied to the e-commerce giant’s Fulfillment by Amazon service vary by product price and size. For example, a small item priced above $50 would see a $0.51 per unit fulfillment fee increase, while a large product below $10 would see no change to its current fee rate.

supplychaindive.com

Way past its prime: how did Amazon get so rubbish?

It’s not just you. The internet is getting worse, fast. The services we rely on, that we once loved? They’re all turning into piles of shit, all at once. Ask any Facebook user who has to scroll past 10 screens of engagement-bait, AI slop and surveillance ads just to get to one post by the people they are on the service to communicate with. This is infuriating. Frustrating. And, depending on how important those services are to you, terrifying.

theguardian.com