Author:Oleksandr Kovalov Role: Founder & CEO @ ANavigator
Each week, we summarize the most important Amazon updates and explain what they really mean for sellers — not just the headline, but the impact on pricing, ads, operations, and growth.
Week 6 is about control shifting upward. Pricing power, bidding logic, delivery promises, and even ads management are moving away from manual decisions and toward regulation, automation, and AI-led systems.
Below is our breakdown of the key updates from last week.
Weekly Highlights
Amazon Germany ruling weakens Buy Box pricing control
Sponsored Products tests auto-optimizing ROAS
Search Terms report adds a confusing “Target bid” column
EU & UK fee cuts create both opportunity and pressure
Walmart hits $1T and pushes retail media competition
FBM delivery promises improve with location-based logic
Amazon DSP Brand+ expands globally
Amazon Ads MCP Server opens the door to AI agents
1. Amazon Germany Loses Buy Box Pricing Control (For Now)
Germany’s Federal Cartel Office ruled that Amazon may no longer systematically influence third-party seller pricing via Buy Box suppression, delisting, or hidden algorithmic pressure. Amazon was also ordered to return €59M in economic benefit.
This case matters beyond Germany. It was built under §19a GWB, aligned with EU competition law, and coordinated with the European Commission. Algorithm-based price pressure is now treated as a competition issue, not a neutral ranking system.
The decision can still be appealed. But the direction is clear: pricing enforcement via the Buy Box is under regulatory pressure in Europe.
Amazon is testing a new beta inside Sponsored Products rule-based bidding: “Automatically optimizing ROAS within the campaign budget.”
There is no ROAS target, no minimum, and no transparency. Sellers only seta dailybudget. Amazon adjusts bids throughout the day and decides what “optimized ROAS” means.
This fully hands over bid and spend control to Amazon’s system. It may work in stable accounts with strong data. It is risky where margins are tight or performance is volatile.
3. Search Terms Got a “Target Bid” Column — and Confused Sellers
Amazon added a “Target bid” column to the Search Terms report. Many sellers assumed this meant bidding per search term.
It does not.
This value shows the bid of the keyword or target inside the ad group that triggered the search term. Editing it affects all matching searches, not just the row you’re viewing.
This is a reporting exposure change, not a new bidding layer. Changes here should be made carefully.
4. EU & UK Fee Cuts: Real Savings — If You React Fast
Amazon reduced referral fees and expanded low-price FBA rates across multiple EU and UK categories. Key beneficiaries include Home, Supplements, Clothing, and Pet, especially lower-priced SKUs.
This is rare: lower referral fees and lower fulfillment fees at the same time.
But competitors now have room to cut prices and stay profitable. Brands should calculate savings per ASIN, review pricing strategy, and monitor competitors closely.
Amazon is clearly pushing EU/UK growth. Sellers need to respond, not just celebrate.
5. Walmart Hits $1 Trillion — Retail Media Is the Signal
Walmart reached a $1T market cap, driven by:
E-commerce growth (+27%)
Advertising growth (+53%)
Rapid expansion of its third-party marketplace
This mirrors Amazon’s model — but with 4,600 physical stores feeding traffic and, in some categories, better seller economics.
For Amazon brands, this is no longer optional awareness. Retail media competition for budgets is real and accelerating.
6. FBM Update: Location-Based Delivery Promises Go Live
Amazon fixed a long-standing FBM issue. Sellers can now set shipping logic per warehouse location, including:
Operating days
Cut-off times
Carrier pickup schedules
Delivery promises are now calculated based on where inventory actually sits — but only if Shipping Settings Automation (SSA) is enabled.
For multi-warehouse sellers, this can directly improve conversion by showing faster and more accurate delivery dates.
7. Amazon DSP: Brand+ Goes Global
Amazon DSP’s Brand+ is now available globally.
Brand+ uses Amazon’s first-party shopping, browsing, and streaming data to model intent-based audiences. It supports upper-funnel reach across Amazon-owned and third-party video and CTV, with simplified setup and standard DSP reporting.
This is Amazon pushing AI-led brand discovery at scale.
Amazon launched the open beta of its MCP (Model Context Protocol) Server.
MCP allows AI agents to interact with Amazon Ads via natural language — pulling reports, managing campaigns, and adjusting budgets without traditional dashboards or custom integrations.
This is infrastructure for a future where ads are managed through conversations, not clicks.
Week 6 shows a clear pattern:
Pricing control is being challenged by regulators
Bidding and delivery logic are moving into automated systems
Ads management is shifting toward AI-driven operations
Manual control is shrinking. Understanding system behavior is becoming critical.
Brands with clean structure, strong data, and clear economics will adapt faster. Everyone else will feel the friction.
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