A breakdown of Amazon's earnings, showing the contrast between stagnating 1P sales and the robust growth of the 3P seller ecosystem.
A breakdown of Amazon's earnings, showing the contrast between stagnating 1P sales and the robust growth of the 3P seller ecosystem.
Analysis of Amazon's stock and performance, focusing on the strong growth in third-party seller services as a key revenue driver.
Discussion on the Amazon 1P vs. 3P model war, exploring why third-party sellers have historically gained share and what the future holds for 2026.