ANavigator Weekly Amazon Digest | Week 3

20 Jan 2026

ANavigator Weekly Amazon Digest | Week 3

Author: Oleksandr Kovalov
Role: Founder & CEO @ ANavigator
Date: January 20, 2026


Each week, we summarize the most important Amazon updates and explain what they really mean for sellers — not just the news itself, but how it affects profit, operations, and growth decisions.

Week 3 makes one thing very clear.
Amazon is tightening control in high-risk areas, pushing AI deeper into discovery and measurement, and raising expectations around operational discipline. At the same time, moves by Walmart show that this shift is not Amazon-only but an industry-wide trend.

Below is our breakdown of the key updates from last week.


Weekly Highlights

  1. US seller-fulfilled returns move to mandatory prepaid labels

  2. Supplements face stricter enforcement on listing accuracy

  3. Amazon Ads Prompts tab starts showing data

  4. Global inventory pooling reduces expansion costs

  5. Vine eligibility is now visible in one place

  6. Rufus reshapes how shoppers discover products

  7. New Amazon Ads Benchmark Report replaces category-only views

  8. Amazon layoffs continue as part of a structural reset

  9. Walmart’s AI strategy shows where retail is heading


1. US Seller-Fulfilled Returns Go Fully Prepaid

From February 8, 2026, all US seller-fulfilled returns must use Amazon prepaid return labels. The high-value exemption is removed, refunds move to 7 days, and seller–buyer messaging during returns is eliminated. Some categories remain exempt.

This significantly reduces the seller’s control before a return occurs. Risk management shifts to SAFE-T claims after the return is completed, rather than prevention upfront.

As a result, many sellers are already reviewing pricing, cutting high-risk SKUs, or exiting categories with frequent abuse and low margins.


2. Supplements: Listings Must Match the Label Exactly

Amazon is enforcing strict alignment between listing copy and the Supplement Facts Panel. From March 31, 2026, mismatches in ingredient names, weights, or formats can lead to listing deactivation.

The main risk is old copy. Raw-material equivalents, extract storytelling, or implied potency that does not appear on the physical label are now treated as violations.

Amazon is no longer viewing supplement listings as marketing pages, but as regulated product labels.


3. Amazon Ads: Prompts Tab Starts Showing Data

The Prompts tab in Amazon Ads, which has been empty since launch, is now showing early data at the ad group level.

The data is still limited, but the signal is important. Amazon appears to be preparing the ground to expose more AI-driven or intent-based signals directly in the Ads interface.

This suggests a gradual shift toward automation supported by contextual signals, rather than manual optimization alone.


4. Global Inventory Pooling Lowers Expansion Costs

Amazon’s global inventory pooling allows sellers to serve multiple marketplaces from a single inventory pool. For the right brands, this can reduce international expansion costs by 20–40%.

This model works best for brands with stable global demand and strong forecasting. Without that, shared inventory can increase stockout risk and planning errors instead of reducing costs.

Expansion efficiency is becoming a systems problem, not just a logistics one.


5. Vine Eligibility Gets Easier to Manage

Amazon introduced a new Vine tab that shows all eligible parent listings in one place. Listings that were previously enrolled but still have fewer than 30 reviews may appear eligible again.

This is a small interface change but a meaningful time-saver for brands managing large catalogs and ongoing review programs.

Less manual checking, more structured execution.


6. Rufus Is Steering Discovery on Broad Searches

Amazon is now clearly separating research intent from purchase intent. Broad searches trigger Rufus and AI-guided routines, while specific searches still show the standard product grid.

This changes how brands compete for visibility. It is no longer only about ranking — it is about being included in routines and recommendations.

If a product’s role is unclear, Amazon defines it on your behalf.


7. New Amazon Ads Benchmark Report

Amazon is replacing the Sponsored Brands Category Benchmark Report with a new Benchmark Report that covers all ad formats.

This moves advertisers away from channel-level comparisons and toward account-level and cross-format evaluation.

Performance is increasingly judged in context, not in isolation.


8. Amazon Layoffs Continue

Amazon is cutting 1,000–2,500 corporate roles across several US states as part of the layoffs announced in October. Revenue and demand remain strong.

This reflects fewer management layers, more automation, and higher output expectations per role. While the headlines focus on jobs, the deeper signal is structural efficiency.

More decisions are being pushed into systems.


9. Walmart’s AI Strategy Signals the Bigger Shift

Walmart is using AI as an operating layer across shoppers, staff, partners, and leadership — not as a single front-end feature.

This mirrors Amazon’s direction. Long-term advantage is built on shared context, aligned decisions, and smoother execution across teams.

Retail competition is increasingly about systems, not tactics.


Amazon is tightening control, accelerating AI-driven discovery and measurement, and raising expectations for operational maturity.

Weak systems get more expensive.
Structured, well-prepared brands gain the advantage.


If you want to stay updated on Amazon changes,
follow the ANavigator Weekly Amazon Digest.

If you need help with your product or brand,
Contact the ANavigator team by email: info@anavigator.co
We help Amazon brands with PPC, DSP, analytics, and long-term growth decisions.

The ANavigator Team

 

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LATEST UPDATES

Amazon Just Removed Custom Return Instructions for FBM Sellers
Blog
August 20, 2026
Amazon Just Removed Custom Return Instructions for FBM Sellers
Starting August 2026, a field that seller-fulfilled brands have quietly relied on for years disappeared from Seller Central. The option to add custom return instructions in Return Settings and the Manage Seller-Fulfilled Returns screen is gone, confirmed by Amazon moderator Billy_Amazon in the Seller Central forums when sellers began reporting the change around August 13. Amazon's notice was a single sentence: "Starting August 2026, the option to add return instructions in your return settings will no longer be available." No replacement was announced. No equivalent field was introduced. For brands selling bulky, expensive, fragile, or condition-sensitive products through FBM, the implications are worth thinking through carefully, particularly in the context of five other FBM return changes that have already taken effect in 2026. What Sellers Actually Lost The custom return instructions field allowed FBM sellers to communicate specific requirements directly to buyers when a return was authorized. Common uses included telling customers to return items unused, include original packaging, use specific packaging materials, or understand that return shipping was their responsibility when the item was not defective. For products where condition on return directly affects resale value- outdoor equipment, electronics accessories, custom items, fragile goods, anything with hygiene or safety considerations- that field was doing real operational work. It set expectations before the package was shipped back, which reduced the frequency of returns arriving damaged, used, incomplete, or improperly packaged. Without it, buyers now receive a return label with Amazon's standard messaging. The seller has no dedicated channel to communicate product-specific return requirements at the moment of return authorization. Amazon's stated alternative is Buyer-Seller Messaging; FBM sellers can still reach buyers through the messaging system to communicate return requirements. That is technically true, but it is a manual, reactive step rather than a systematic one. It requires the seller to initiate a message after every return authorization, and it is subject to Amazon's messaging policies, which restrict commercial communication. The Broader FBM Return Picture in 2026 The removal of custom return instructions is one piece of a larger pattern of FBM return policy changes that have accumulated throughout 2026. Taken together, they represent a significant tightening of how seller-fulfilled returns work, and a consistent shift toward Amazon controlling more of the return experience while sellers absorb more of the cost. Effective February 8, 2026, all FBM sellers must use Amazon prepaid return labels for every order, regardless of item value. The previous high-value exemption, which allowed sellers of electronics, jewelry, cameras, and other expensive items to opt out of prepaid labels, was eliminated entirely. Sellers of high-ticket items now absorb prepaid return shipping costs on every return. Effective January 26, 2026, the FBM refund processing window was extended from two business days to four calendar days. If a seller does not process a refund within four calendar days of receiving a returned item, Amazon may issue an automatic refund, and in most cases, the seller loses eligibility for SAFE-T claim reimbursement. The four-day window sounds generous but requires tight operational discipline. Returns that arrive on Friday need a decision by Monday. Returns that arrive around holidays compress the inspection timeline further. Sellers previously had two business days, which excluded weekends. The new four calendar-day window sounds longer but is operationally shorter in practice for sellers without weekend fulfillment operations. What FBM Sellers Should Do Now The absence of a custom instructions field does not mean you have no options. It means the options require more proactive effort. The most effective replacement for custom return instructions is proactive messaging. When you authorize a return, immediately send a Buyer-Seller message that covers your key return requirements: unused condition, original packaging, return shipping responsibility if applicable. This does not happen automatically, so it needs to be built into your return authorization workflow as a standard step, not an occasional practice. For products where specific handling is genuinely important- fragile items, products with hygiene implications, items where incomplete packaging significantly affects resale value- review whether your product detail page, packaging inserts, and any post-purchase communications address return expectations proactively. Reducing the information gap before a return is initiated is more reliable than bridging it at the point of authorization. On the SAFE-T claim side, the four-day inspection window is now the critical deadline. A seller generally has four days after receiving the returned product to inspect it and submit a SAFE-T claim. Eligible claims may cover the return label cost plus up to 50% of the item's price, depending on circumstances and product category. If returned inventory arrives damaged, used, or incomplete, document the condition immediately upon receipt and submit the SAFE-T claim within the window, not after. For brands with high-value SKUs where the combination of mandatory prepaid labels, four-day refund windows, and now removed return instructions creates compounding risk, the economics of FBA versus FBM are worth revisiting by ASIN. FBA fees are higher, but Amazon takes on the return risk and associated costs for FBA inventory. For high-value items where damage or fraud is a real concern, those extra fees may now be cheaper than the combined cost of prepaid labels, damaged returns, and missed SAFE-T claims. The Broader Pattern 2026 has been the most active year for FBM return policy changes in recent memory. Mandatory prepaid labels, a revised refund window, high-value exemption removal, and now the elimination of custom return instructions have all landed within eight months. Each change individually is manageable. Together, they represent a consistent shift: Amazon is standardizing the return experience for buyers at the cost of seller control and flexibility. For brands running significant FBM volume, the practical response is not to fight the direction; it is to rebuild operational workflows around the current reality, document returns thoroughly, use SAFE-T claims consistently, and evaluate whether FBM remains the right fulfillment model for each SKU in your catalog. The custom return instructions field is gone. The work it was doing still needs to happen; it just requires more deliberate effort than it did before August 2026. 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 using 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
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Blog
August 18, 2026
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If you are currently using a different vendor for your DSP campaigns, you will need to switch to one of the approved options or use Amazon DSP-hosted ad options before running on Netflix inventory. What Amazon Audiences Can and Cannot Do on Netflix Starting Q2 2026 in the US, advertisers can apply Amazon Audiences to Netflix campaigns, audience segments built from Amazon's purchase and behavioral data, applied to Netflix's streaming environment. That is the meaningful capability at the center of this integration. Your Amazon customer cohorts, category buyers, high-LTV segments, competitor brand shoppers, can now be used to target audiences on Netflix. The limitations are specific and worth knowing before building a campaign: Amazon audiences are available on private marketplace run-of-network deals only. They are not available on programmatic guaranteed deals. 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The right frame for Netflix through Amazon DSP is brand building with measurable audience reach, not direct-response conversion. The brands for whom this makes sense have a few things in common. They are already running Amazon DSP with meaningful budget; Netflix is an addition to a working DSP strategy, not a standalone channel. They have a product or brand story that benefits from a lean-back, high-attention streaming context. And they have creative that is production-quality for the streaming environment, not repurposed Sponsored Brands video. A recent Dove campaign spanning consumer products and custom creative on Netflix saw an almost 60% increase in new shoppers for products. That result reflects both the reach quality of Netflix's audience and the creative investment Dove made for the placement. The format rewards brands that treat it like a premium channel, not a cheaper extension of search advertising. If you are running Amazon DSP and have not yet looked at Netflix as an inventory source, the August 2026 documentation update is a useful moment to evaluate it. The technical setup is now clearly documented, the audience integration is live, and the measurement tools are in place. Whether the economics make sense depends on your category, your brand objectives, and your existing DSP performance, but the access barrier that existed before the Amazon partnership is gone. 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 using 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
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