Scott and Matt Snyder analyze the competitive shift between Amazon's 1P and 3P models, forecasting market dynamics for 2026.
Scott and Matt Snyder analyze the competitive shift between Amazon's 1P and 3P models, forecasting market dynamics for 2026.
A breakdown of Amazon's financial trajectory and why third-party seller fees are a growing bright spot compared to stagnant 1P retail.
Analysis of Amazon's stock and e-commerce performance, focusing on the growth of third-party seller services and AI integration.