ANavigator Weekly Amazon Digest | Week 8

23 Feb 2026

ANavigator Weekly Amazon Digest | Week 8

Each week, we break down the most important Amazon updates and explain what they actually mean for brands and sellers — across advertising, infrastructure, catalog, compliance, and profitability.

Week 8 feels different.

It’s less about new features and more about direction.
Who controls AI?
Who controls listings?
Who controls traffic?

Amazon is not just launching tools. It’s tightening the structure of the ecosystem.

Here’s what changed — and why it matters.


Weekly Highlights

  1. Amazon becomes #1 retailer globally – but GMV tells the real story
  2. New Agent Policy inside BSA update
  3. Sponsored Products now appear inside Rufus conversations
  4. $200B AI investment triggers market reaction
  5. Shoppable Collections removed from PDPs
  6. Frequently Returned badge now shows competitors
  7. 2026 Image Policy: Amazon can replace your images
  8. OTDR enforcement becomes more targeted
  9. AI-generated “Highlights” videos on PDPs

 


1. Amazon Is Officially #1. But GMV Is the Real Headline.

 

Amazon reported $716.9B in FY2025 revenue, surpassing Walmart’s $713.2B. On paper, that makes Amazon the largest retailer globally.

However, revenue does not reflect Amazon’s real scale. Around 67% of e-commerce volume comes from third-party sellers, and 3P sales are counted only as commission revenue. When adjusting for that, estimated global GMV reaches approximately $1.3T.

Amazon is not just a retailer. It operates as a global commerce infrastructure layer.

For brands, this reinforces one point: Amazon presence is not optional exposure. It is a structural positioning inside the world’s largest e-commerce ecosystem.

 

 


2. New Agent Policy: AI Automation Now Regulated

 

The updated Business Solutions Agreement introduces a formal Agent Policy effective March 4.

Any AI agent or automated system accessing Amazon must:

  • Clearly identify itself
  • Remain continuously compliant
  • Immediately stop access if requested

This is not cosmetic wording. It creates enforceable governance over automation.

Tools operating without API alignment, structured compliance, or proper documentation are now exposed to risk.

Advantage shifts to brands and agencies working inside structured, policy-aligned systems.

 

 


3. Sponsored Products Now Appear Inside Rufus Conversations

 

Amazon is embedding Sponsored Products directly into Rufus AI conversations through “SP Prompts.”

These placements are:

  • Automatically generated
  • Based on listing content and campaign data
  • Already generating impressions, clicks, and sales
  • Currently appearing with zero additional ad spend

Most advertisers are not reviewing this data.

This is a structural change: discovery is shifting from keyword bidding toward AI-mediated product matching.

Campaign structure and listing clarity now influence AI placement behavior.

 

 


4. $200B AI Investment: Market Reacts, Infrastructure Expands

 

Amazon announced a $200B AI infrastructure investment for 2026. Q4 revenue reached $213B, beating expectations — yet markets reacted negatively due to short-term margin concerns.

Strategically, this is long-term positioning.

More computing power enables:

  • Faster AI inference
  • Smarter ad bidding models
  • Deeper integration of AI into search, logistics, and ads

Sellers should expect continued automation expansion inside Sponsored Products, DSP, and reporting systems.

 

 


5. Shoppable Collections Removed from PDPs

 

On February 27, 2026, Amazon discontinued Shoppable Collections and replaced it with Brand Story.

This looks like feature consolidation, not feature removal. Amazon often absorbs successful beta elements into stronger core modules.

Brand Story now becomes the primary branded storytelling block on PDPs.

Brands relying on Shoppable Collections should review and fully optimize Brand Story as their main owned visual asset.

 

 


6. Frequently Returned Badge Now Redirects Traffic

 

The “Frequently Returned” badge now displays competitor products directly on affected PDPs.

This changes the impact of return rates:

  • It affects not only perception
  • It affects traffic distribution

High return rates can now result in immediate competitive exposure.

Returns management becomes directly connected to traffic protection and marketing performance.

 

 


7. 2026 Image Policy: Amazon Can Replace Your Images

 

Under the 2026 image compliance update, Amazon may replace or supplement listing images that do not meet platform standards.

Main images must strictly follow:

  • White background rules
  • Accuracy guidelines
  • Compliance structure

Image galleries now act as both conversion drivers and compliance safeguards.

Incomplete or non-compliant visuals may result in loss of creative control.

 

 


8. OTDR Enforcement Becomes More Targeted

 

Effective February 28, 2026, Amazon will deactivate only problematic seller-fulfilled listings if OTDR falls below 90%.

Previously, full catalogs could be paused.

This reduces broad penalties but does not remove risk. Repeated or severe violations can still trigger wider deactivation.

Shipping automation and Buy Shipping protections remain critical safeguards.

 

 


9. AI-Generated “Highlights” Videos on PDPs

 

Amazon is testing a “Highlights” button that generates vertical AI videos directly from:

  • Product descriptions
  • Customer reviews

The feature is already visible on many listings.

Your product copy now feeds AI-generated video output.

Structured, keyword-rich descriptions influence how AI presents your product visually. PDP optimization is expanding beyond static text and images into automated multimedia.

 


 

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

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  

 

Visit our website for deeper insights:

https://anavigator.co/

 

— The ANavigator Team

LinkedIn page to contact us:

Author: Oleksandr Kovalov
Role: Founder & CEO @ ANavigator

our activity

News and podcasts

LATEST UPDATES

Amazon’s Reference Pricing Crackdown: The Strike-Through Era Is Getting Harder to Game
Blog
April 9, 2026
Amazon’s Reference Pricing Crackdown: The Strike-Through Era Is Getting Harder to Game
Amazon is closing one of the most widely used conversion tactics on the platform. Starting April 23, 2026, the rules around reference pricing are changing in ways that will force many sellers to rethink how they display discounts — and for some, that change will hit hard. This is not a minor policy clarification. It is a structural shift in how Amazon validates the prices that appear crossed out on product pages. If your listings rely on strike-through pricing to communicate value to shoppers, the window to get this right is already open. What Amazon Is Actually Changing There are two separate updates, rolling out at different times. The first takes effect on April 23, 2026, and targets the List Price — what most sellers know as the Manufacturer's Suggested Retail Price. To meet Amazon's updated requirements, a List Price must fulfill one of two conditions: either the product must have been sold at that price by another retailer within a recent timeframe, or it must have been purchased on Amazon as the Featured Offer at the same price. What that rules out is a List Price that exists only on paper. A figure you entered into Seller Central months ago and never actually sold at — or that no other retailer has ever charged — will no longer qualify. If Amazon cannot verify it, it will not display it. The second update lands on May 18, 2026, and changes how Typical Price is calculated. Under current rules, Typical Price reflects the median non-promotional price customers paid for a product over the past 90 days, excluding promotional sales. Starting May 18, this exclusion will no longer apply automatically. If a product's Featured Offer price is below its non-promotional median for more than half of a 90-day period, Amazon will include all sales — promotional and non-promotional — in its Typical Price calculation. In practical terms, sellers running prolonged discounts or price campaigns for more than 45 days within the 90-day window may see their Typical Price recalibrated downward, potentially eliminating the strike-through pricing used to attract customers.     Why Amazon Is Doing This Amazon has linked these reference pricing updates to its Price History Graph, which is visible on product detail pages. The graph records the lowest Featured Offer price each day, offering shoppers a transparent view of a product's pricing history. The message is clear: reference prices need to reflect reality, not just support a discount narrative. Under previous conventions, sellers could submit a List Price that served primarily as a reference point for discount percentages rather than as a price at which actual transactions occurred. That approach is now being closed off directly. This also fits a broader pattern. Amazon ended FBA commingling on March 31, restructuring inventory accountability across its fulfillment network. Each of these changes moves in a consistent direction: greater specificity, more granular accountability, and less operational latitude for sellers who have relied on platform flexibility. What This Means for Conversions and Advertising Strike-through pricing works because it gives shoppers a reference point. When the crossed-out number disappears, the perceived value of the deal weakens with it. For listings that have been built around a prominent discount display, this is a conversion problem — not just a compliance one. From the advertising side, campaigns built around promoted product listings that display meaningful savings percentages will need re-evaluation if the underlying reference prices are invalidated. A Sponsored Products campaign driving traffic to a product that no longer shows a reference price will convert at a lower rate, increasing effective cost per acquisition without any change to bid strategy or keyword targeting. That is a real cost that does not show up in your bid data — but will show up in your ACOS. What Brands Should Review Now There are several things worth auditing before April 23 arrives. Check which of your ASINs currently display a List Price or strike-through, and verify whether that List Price is substantiated — either by real Amazon sales history at that price or by verifiable pricing at another retailer. If neither exists, the display will be removed. Review your promotional calendar against the 90-day pricing window. Amazon will only display a suggested List Price if it follows Amazon pricing policies and meets the necessary savings threshold. If Amazon identifies an inflated List Price, not only will the display be disabled, but your account may be flagged for a violation of Amazon policy. Think carefully about how long your discounts run. Under the new Typical Price rules, a deal that runs for more than half of any 90-day window effectively becomes your new baseline. Running a permanent promotion is no longer a way to show savings — it becomes the price itself. The Bigger Point For years, inflated reference prices were a relatively low-risk way to make a discount look more meaningful than it was. That approach is not going away entirely, but it is getting much harder to sustain without real pricing evidence behind it. The brands that will navigate this best are the ones that build a genuine pricing strategy — not just promotion mechanics. That means understanding your price history by ASIN, being deliberate about when and how long you run discounts, and ensuring your List Price reflects something a customer could actually verify if they checked. Amazon is not just enforcing a policy here. It is changing what a discount means on its platform. For sellers who have relied on strike-through pricing to drive conversions, this is one of the more important operational changes of the year. The deadlines are closing, and the review work needs to start now.  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 Founder & CEO @ ANavigator — The ANavigator Team
Learn more
Prime Day 2026 Rewards Brands That Plan Earlier, Not Louder
Blog
April 8, 2026
Prime Day 2026 Rewards Brands That Plan Earlier, Not Louder
Prime Day 2026 is already underway — at least from a planning perspective. Amazon opened the deal submission window on March 24 and has set a May 26 cutoff for deal submissions, with FBA inbound deadlines shortly after. That alone is a signal that brands that treat this as a June or July problem are already behind. There is also more cost pressure this year than many teams are expecting, and the structure has changed in a way that matters.     What the New Fee Structure Actually Means Amazon has revised its Prime Day deal fee structure from a flat fee to a performance-based model. Sellers now pay a $100 upfront fee plus 1.5% of promotional sales, capped at $5,000, instead of the previous $1,000 flat fee for Event Best Deals. On the surface, this looks like a lower barrier to entry. And for smaller brands running a handful of SKUs at moderate volume, it may well be. But for brands with strong sales velocity, the variable component adds up quickly, and it needs to be part of the margin math before a deal is scheduled — not after. There is also an early submission incentive: if you schedule your Lightning Deal or Best Deal before April 30, 2026, you receive $50 off the upfront fee per deal, bringing the cost down from $100 to $50. For sellers running multiple deals, this can reduce promotional costs significantly. That discount is real, but it only makes sense if the underlying deal is already profitable. Submitting early to save $50 on a deal that does not work is not a saving — it is a locked-in loss.     Why This Is More Than a Campaign Task This is where many brands get Prime Day wrong. They treat it like a campaign setup task, when in reality it is a business planning task across pricing, inventory, margin, and ad budget discipline. By the time campaigns go live, those decisions should already be made. The pricing threshold is also unforgiving this year: your deal must be at least 5% lower than the lowest price offered in the trailing 30 days. The old approach of raising a price before discounting it is no longer viable. That means pricing decisions you make now, weeks before the event, will directly affect which deals you can run and at what depth. Sellers who spread thin across 20 deals with shallow discounts consistently underperform sellers who go deep on three to five high-velocity products. Prime Day rewards concentration. The Inventory and Advertising Reality Getting the deals right is only part of the equation. CPC rates during Prime Day spike 40% to 80% above normal levels. Brands that set advertising budgets based on their regular weekly spend will either run out of budget mid-event or dramatically overpay for traffic that converts poorly. The budget planning conversation needs to happen now, not in late June. On inventory, the inbound arrival cutoff for minimal splits is May 27, and for optimized splits it is June 5. If you source internationally, those dates are not six weeks away — they are already inside your manufacturing and shipping lead times. A supplier order placed in late April may not make it.     What Brands That Execute Well Actually Do Differently The real difference between strong and weak Prime Day execution is usually not creativity. It is preparation. Brands that start earlier have time to: Choose the right SKUs rather than defaulting to their full catalog, review profitability before committing to a discount depth, secure enough stock without over-indexing on inventory that may not move, plan advertising budgets for both branded and non-branded traffic, and decide where to push harder and where to protect margin. The brands that perform best are not the ones that react late with bigger spend. They are the ones who go into the event with a clearer plan, better numbers, and more control. What to Watch Between Now and May 26 This is still an evolving picture, with official Prime Day dates not yet confirmed. But there are several things worth tracking closely: whether the event lands in late June or the traditional mid-July window, how the $100 plus 1.5% fee structure plays out in practice for different volume tiers, whether the early submission discount meaningfully changes deal quality across categories, how FBA capacity constraints affect inventory positioning closer to the cutoff dates, and whether Amazon tightens pricing eligibility rules further as the window approaches. Amazon typically does not publish its full promotional calendar far in advance, which leaves many sellers reacting to last-minute announcements. That reactive approach often leads to stockouts during critical periods or overspending on inefficient advertising. On Amazon, stronger Prime Day results usually start well before Prime Day itself. The window to make the decisions that matter is open right now — and it closes faster than most teams realize.    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 Founder & CEO @ ANavigator — The ANavigator Team
Learn more