Amazon is not a channel. It is a company living in your margin
Why Allbirds, Solo Stove, Outdoor Voices, Casper, and Saks Global all collapsed inside the same 24-month window, and what it says about Amazon seller margins.
A short video companion. Why Allbirds, Solo Stove, Outdoor Voices, Casper, and Saks Global all collapsed inside the same 24-month window. What Marketplace Pulse is showing about Amazon seller margins: down 15% in three years while Amazon revenue per seller grew 23%.
In it I cover:
- Why three brands (Supply, Beardbrand, Ranch Road Boots) pulled out of Amazon entirely.
- The four moves I would make this quarter if I were running a DTC P&L right now.
- The single contribution-margin question that exposes whether you have a business or a channel.
Satya Sivunigunta