ANavigator Weekly Amazon Digest | Week 7

18 Feb 2026

ANavigator Weekly Amazon Digest | Week 7

Each week, we summarize the most important Amazon updates and explain what they mean for sellers — across ads, infrastructure, catalog, and margins.

Week 7 shows acceleration.
AI infrastructure is expanding. Advertising revenue keeps growing. Content is becoming measurable. Automation is moving deeper into campaigns and reporting.

Below is the breakdown.


Weekly Highlights

 

  1. Amazon Q4 2025 Earnings: $200B CAPEX, Ads at $21.3B

  2. $200B infrastructure investment and AI-driven ads

  3. A+ Content Quality Analysis scoring

  4. Flat File templates deadline

  5. MCF 2026 Preferred Pricing and $50K credit cap

  6. Search Query Performance in Vendor Central

  7. Auto Campaign term and ASIN suggestions

  8. Amazon Ads UI “All Tools” tab

 


1. Amazon Q4 2025 Earnings: AI and Ads Drive Growth

Amazon reported strong Q4 2025 results. $200B CAPEX is planned for 2026, mainly focused on AWS infrastructure. AWS grew 24% and reached a $142B annual run rate. Advertising revenue hit $21.3B, up 23% year over year.

Rufus is now used by nearly 300 million customers and generated $10B in incremental GMV. Users interacting with Rufus show higher purchase rates, which signals deeper AI integration into product discovery and conversion.


2. $200B Infrastructure Bet: PPC Becomes More Advanced

Amazon is investing heavily in computing infrastructure, including custom chips such as AWS Trainium and AWS Graviton. AWS chip-related revenue already reached $10B with strong growth.

More infrastructure supports faster data processing and more complex AI bidding models. Sponsored Products and DSP automation are expected to become more sophisticated. Campaign structure, segmentation, and clean data will play a larger role as systems become smarter.


3. A+ Content Quality Analysis: Performance Scoring Introduced

Amazon is rolling out an A+ Content Quality Analysis tool. The system evaluates readability, visual layout, and conversion-related elements. It also benchmarks your content against category leaders.

This introduces scoring into A+ content. Brands can now see gaps compared to competitors and adjust structure and visuals based on measurable feedback. A+ becomes part of performance optimization, not only branding.


4. Flat File Templates: Migration Deadline Approaching

Amazon updated flat file templates in late 2024. The parallel upload system ends in February 2026. After that, old templates will no longer work.

New required attributes may suppress listings if missing. Some variation themes are deprecated and need rebuilding. B2B offer structures have also changed, which can affect pricing feeds. Sellers managing large catalogs should review templates and required fields before the cutoff.


5. MCF 2026 Preferred Pricing: Understand the $50K Cap

The 2026 Multi-Channel Fulfillment Preferred Pricing program offers up to 15% outbound fee discounts and a $1 per unit FBA credit.

The FBA credit is capped at $50,000, which equals 100,000 units. High-volume sellers will reach this limit quickly. Savings should be modeled in two phases: before and after the credit cap is reached. Without separating the phases, margin forecasts may be inaccurate.


6. Search Query Performance Spotted in Vendor Central

Search Query Performance reporting has been seen inside Vendor Central. If fully rolled out, this gives 1P brands direct access to query-level performance data.

This reduces reliance on external tools and improves keyword-level decision-making. Vendors may gain transparency closer to what Seller Central users already have.


7. Auto Campaign Update: Suggested Terms and ASIN Expansion

Amazon added recommendation features inside Auto Campaigns. Sellers can now see suggested high-performing search terms and converting ASINs.

These can be added directly into manual keyword or product targeting campaigns. This simplifies scaling of proven queries and reduces manual search term mining.


8. Amazon Ads UI Update: “All Tools” Tab

Amazon Ads introduced a new “All Tools” tab inside the console. It centralizes reporting, Amazon Marketing Cloud, Brand Metrics, Data Manager, DSP reports, Attribution, and Creative Studio.

Previously, many of these tools were hidden across different sections. Centralized access may increase usage of advanced analytics and measurement features.


Week 7 reflects a clear pattern:

AI infrastructure continues to expand.
Advertising is a core revenue driver.
Content is being measured and benchmarked.
Automation is expanding inside ads and reporting.

Manual control is decreasing.
System understanding and structured execution are becoming more important.

 

If you want to stay updated on Amazon changes, subscribe to this blog below.

If you need support with PPC, DSP, analytics, or a long-term growth strategy, contact the ANavigator team at info@anavigator.co

Visit our website: anavigator.co

Follow our ANavigator Weekly Digest on LinkedIn – subscribe here.

— The ANavigator Team

LinkedIn page to contact us:

Author: Oleksandr Kovalov
Role: Founder & CEO @ ANavigator

our activity

News and podcasts

LATEST UPDATES

ANavigator Weekly Amazon Digest — Week 38
Blog
September 21, 2026
ANavigator Weekly Amazon Digest — Week 38
Amazon confirmed the dates for Prime Big Deal Days this week, tightened the packaging rules on bundles, and rolled out a new way of displaying quantity across product listings. There's also movement on the advertising side, with Full Funnel campaigns spreading to more accounts and a new date range tool in Ad Console. Here's what changed and what to do about it. 📌 Contents Prime Big Deal Days Announced: October 6-7 Amazon Bundle Policy Change: Manufacturer Packaging Required by January 2027 New Variation Theme for Quantity Rolls Out Across 193 Categories Full Funnel Tab Now Rolling Out in Ads Console New Beta Feature: Increased Conversions for Sponsored Brand Campaigns Custom Date Range Now Available at the Account Level in Ad Console Amazon Updates the Coupon Creation Process in Seller Central   1. Prime Big Deal Days Announced: October 6-7 Amazon has confirmed that Prime Big Deal Days will take place on October 6 and 7 this year. Publishing the dates now gives brands a defined window to plan around, but it also shortens the runway for anyone who hadn't started yet. Deal submissions, budget allocation, and inventory checks all need to be locked in advance of the event rather than adjusted on the fly once it starts. In past events, accounts that entered with clean campaign structures and adequate stock levels typically outperformed those scrambling mid-event. The practical move now is to finalize deals, set dedicated budgets, and confirm stock coverage well before October 6. Read more here by Nikolai Tahmin 2. Amazon Bundle Policy Change: Manufacturer Packaging Required by January 2027 Amazon is introducing a new packaging requirement for bundles. Starting January 11, 2027, most bundles listed under a single ASIN must be packaged by the original manufacturer or brand rather than assembled and repackaged by the seller. There are exceptions, including authorized repackaging arrangements and Virtual Bundles, so not every current bundle setup is affected equally. Bundles that don't meet the new requirement risk deactivation and can trigger an Account Health violation, which can affect broader account standing beyond the bundle itself. Anyone selling multi-product bundles should review current packaging arrangements now, more than a year ahead of the deadline, rather than waiting for enforcement to force the issue. Read more here by Ed Rosenberg 3. New Variation Theme for Quantity Rolls Out Across 193 Categories Amazon launched a new variation theme that displays quantity alongside existing size and color variations. Listings now show as "X count" for single packs and "X count (Y packs of Z)" for multipacks, so a product previously titled as a "72-pack" now displays a multipack version as "144 count (2 packs of 72)." The change is designed to make comparisons cleaner for shoppers, and search results in categories that adopt the theme will start filtering and sorting by unit count. That also means shoppers will see standardized price-per-unit math for the first time in those categories, which changes how competitively a listing's price reads next to others. Three actions matter now: check whether your product types fall within the 193 categories that have launched the theme, enroll top-selling SKUs before the theme becomes mandatory in those categories, and audit multipack listings to confirm unit count and pack count are structured correctly. Amazon rollouts like this tend to move from optional to encouraged to default to enforced, so early enrollment tends to be less disruptive than a forced migration later. Read more here by Noah Wickham 4. Full Funnel Tab Now Rolling Out in Ads Console Amazon first announced Full Funnel campaigns in January, targeting a Q1 2026 launch. What changed this week is visibility: the "Full Funnel" tab is now appearing in Ad Console for a wider set of advertiser accounts, including some managed by ANavigator. The feature groups Sponsored Products, Sponsored Brands, and Sponsored Display into a single structure intended to address different stages of the customer journey in one place. Accounts that haven't seen the tab yet should expect it as the rollout continues to expand. Reviewing current campaign structure now makes it easier to evaluate the Full Funnel option once it appears rather than adopting it reactively. Read more here by Kate Pavlenko 5. New Beta Feature: Increased Conversions for Sponsored Brand Campaigns Amazon Ads introduced a beta feature called Increased Conversions, which automatically creates a complementary Sponsored Brand campaign alongside a seller's existing setup. It extends the same Full Funnel logic Amazon has been building toward, pairing Sponsored Products, Sponsored Brands, and Sponsored Display to cover the top, middle, and bottom of the funnel. Some advertisers running these combined structures report a consistent pattern: Sponsored Display delivering average ROAS, Sponsored Brands generating clicks without matching conversion volume, and Sponsored Products still carrying most of the direct conversion load. That pattern has been attributed in part to gaps in Amazon's cross-campaign attribution, which affects how conversions from earlier touchpoints get credited. Testing the beta on an account with budget flexibility is reasonable, but results should be evaluated against that known attribution gap rather than against isolated campaign metrics. Read more here by Noah Wickham 6. Custom Date Range Now Available at the Account Level in Ad Console Amazon Ads Console now supports selecting any custom date range at the account level, with data available back to July 14, 2025. Before this update, pulling account-level spend from more than 90 days back required using Year to Date or Lifetime views, both of which only broke data down by month rather than by exact dates. The new option lets advertisers select precise start and end dates directly. This is particularly useful for accounts taken over mid-relationship, where no historical reporting was saved outside the Ad Console itself and Lifetime or Year to Date views were previously the only way to approximate past performance. Read more here by Isaac Gross 7. Amazon Updates the Coupon Creation Process in Seller Central Amazon updated the coupon creation flow in Seller Central with three additions: sellers can now reuse a previous coupon setup instead of building a new one from scratch, save drafts and return to them later, and review the full coupon configuration in a dedicated section before submitting. None of these changes are structural, but together they reduce the friction of managing promotions across multiple products or storefronts. Accounts running frequent or overlapping coupon campaigns should see the most benefit from the reuse and draft-saving options in particular. Read more here by Will Haire That covers the seven updates worth tracking this week. Bundle sellers and anyone running multipack listings have the most to act on before deadlines start to bite, while the Ad Console changes are worth a look the next time you're pulling reports. Subscribe to the blog to get next week's digest as soon as it's published. If you want to stay updated on Amazon changes, subscribe to our blog. If you need support with PPC, DSP, AMC, analytics, or a long-term growth strategy, contact the ANavigator team at info@anavigator.co  Book a call to get a FREE AUDIT by the link below:     Book a call – FREE AUDIT   Follow my Weekly Newsletter on LinkedIn:  / amazon-digest-for-brands-7232361008185372672   Follow me on LinkedIn:  / ookovalov Follow ANavigator on social media:  / anavigator    /@anavigator_official  / anavigator7    / @anavigators     LinkedIn page to contact us:   Author: Oleksandr Kovalov Role: Founder & CEO @ ANavigator — The ANavigator Team
Learn more
Amazon Ads Just Opened a Door Into ChatGPT. Here Is What That Actually Means for Brands.
Blog
September 17, 2026
Amazon Ads Just Opened a Door Into ChatGPT. Here Is What That Actually Means for Brands.
For years, Amazon actively blocked AI platforms - ChatGPT, Claude, Gemini - from accessing its retail ecosystem. On September 10, 2026, that position shifted. Amazon Ads announced a partnership with OpenAI that lets select US advertisers extend their Amazon campaigns directly into ChatGPT. How It Actually Works ChatGPT Ads are bought through Amazon DSP and offered as a managed service - Amazon's team helps set up and optimize campaigns, providing "context hints" to match ads with relevant topics, conversations, and keywords. Ad units appear as text or image placements beneath ChatGPT responses. Amazon manages campaigns on the buy side. OpenAI's ad delivery system controls when and where ads appear inside ChatGPT. Select US brands are currently in a pilot. Delta Vacations is among the first confirmed participants. The program is not yet open to all Amazon Ads advertisers. What This Means for Brands The immediate practical implication is limited; the pilot is small and managed service only. Most advertisers are not yet eligible. But the direction is significant. ChatGPT has approximately 900 million weekly active users. They are not passively scrolling; they are actively asking questions, researching products, and making decisions. Ads placed in that context reach a shopper mid-research, not mid-browse. For brands already running Amazon DSP, ChatGPT represents a logical extension of a full-funnel strategy, reaching shoppers earlier in the decision process before they arrive at Amazon to complete the purchase. Every click still lands on an Amazon product detail page. The transaction stays on Amazon. The pilot is live. The direction is clear. Brands that start understanding conversational advertising now will be better positioned when the program opens broadly. If you want to stay updated on Amazon changes, subscribe to our blog. If you need support with PPC, DSP, AMC, analytics, or a long-term growth strategy, contact the ANavigator team at info@anavigator.co  Book a call to get a FREE AUDIT by the link below:     Book a call – FREE AUDIT   Follow my Weekly Newsletter on LinkedIn:  / amazon-digest-for-brands-7232361008185372672   Follow me on LinkedIn:  / ookovalov Follow ANavigator on social media:  / anavigator    /@anavigator_official  / anavigator7    / @anavigators     LinkedIn page to contact us:   Author: Oleksandr Kovalov Role: Founder & CEO @ ANavigator — The ANavigator Team
Learn more