AMAZON COM (AMZN) Company Report

Tariff costs are largely being passed to U.S. consumers, leading to visible price hikes on certain items and could weigh on demand into 2026.
Retail operates on a mid-single digit margin, so with costs up by roughly 10%, there’s little room to absorb tariffs, forcing prices higher rather than margins.
Reciprocal tariffs of ≈10% on China, 20% on Vietnam and 25% on India prompted early inventory pre-buying and now contribute to ongoing price pressure.
Amazon urged its 2 million+ third-party merchants to pull forward shipments and pre-buy inventory; sellers are adopting varied pricing strategies to manage tariff impacts.
Following the comments, Amazon shares fell about 2.7% in early trading.

5 hours ago

CNBC

Amazon-backed Viking Revolution launches in 900 Walmart locations

AMZN

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Viking Revolution posted $50 million in sales in 2025, marking its ninth consecutive year of year-over-year growth as an e-commerce brand.
As of January 20, 2026, its core grooming products—including Beard Oil, Beard Balm, Beard Wash, Beard Conditioner, Sea Salt Hairspray, Shave Cream, and Solid Cologne—are now stocked in 900 Walmart stores nationwide.
The Walmart rollout follows a successful 2025 launch at Sprouts and underscores the brand’s shift from digital-only to an omnichannel model, building on strong performance on Amazon and TikTok Shop.
Products feature newly designed, retail-optimized packaging to enhance shelf presence and highlight key benefits in a high-traffic store environment.

8 hours ago

Press Release

Amazon secures two-year Arizona copper deal for AI data centers

AMZN

New Projects/Investments

AWS signed a two-year agreement with Rio Tinto to purchase copper from the Nuton bioleaching program at the Johnson Camp mine in Arizona for U.S. AI data centers.
Nuton’s modular process yields 99.99% pure copper cathode at the mine gate, bypassing traditional concentrators and smelters.
AWS will provide cloud-based simulation and analytics to optimize heap-leach performance and predictive copper-recovery models.
The partnership shortens the mine-to-market chain amid a 40% surge in copper prices over the past year driven by AI infrastructure demand.

5 days ago

Morningstar

Amazon Web Services becomes first customer for low-carbon Nuton copper

AMZN

New Projects/Investments

Amazon Web Services to become first customer of Nuton copper under a two-year collaboration following Nuton’s industrial-scale bioleaching debut at Johnson Camp in Arizona.
Nuton’s bioleaching process yields 99.99% pure copper cathode at the mine gate, eliminating traditional concentrators and smelters to streamline the mine-to-market supply chain.
A third-party life-cycle assessment confirms a full-scope carbon footprint of 2.82 kg CO₂e/kg Cu and water intensity of 71 L/kg Cu at Johnson Camp, versus global averages of 1.5–8.0 kg CO₂e/kg and ~130 L/kg Cu.
The project aims to produce roughly 30,000 tonnes of refined copper over four years, with AWS supplying cloud-based data and analytics to optimize Nuton’s operations.

5 days ago

Press Release

Amazon launches European Sovereign Cloud

AMZN

Product Launch

New Projects/Investments

Amazon Web Services launched the AWS European Sovereign Cloud, a Europe-only platform to store, process and govern EU data entirely within the bloc under a physically and legally separated infrastructure.
AWS will invest €7.8 billion to build data centers in Germany and throughout Europe to support the sovereign cloud rollout.
The service will be operated by a new EU-governed parent entity staffed by EU nationals, overseen by a five-member advisory board, and led by Stéphane Israël with Stefan Hoechbauer as managing director.
Amazon shares opened lower and fell by $6 to trade at $236.65, reflecting investor concerns over regional regulatory and competitive risks.
The launch comes amid additional legal pressure in Europe, with Amazon planning to challenge an Italian antitrust fine.

6 days ago

Barron's

Amazon seeks supplier cuts before Supreme Court ruling

AMZN

Amazon is negotiating with suppliers for discounts of up to 30% on tariffed goods, aiming to reverse earlier cost concessions ahead of a U.S. Supreme Court ruling on import tariffs.
More than 60% of sales on Amazon’s platform come from third-party sellers, underscoring the significance of supplier pricing on its retail mix.
An October U.S.–China agreement cut average tariffs on Chinese imports from 57% to 47%, prompting Amazon to push for supplier price reductions to manage import costs.
Amazon shares slipped 1.6% to around $242.60 as investors weighed the impact of supplier negotiations and potential tariff refunds on profitability.
TD Cowen raised its price target to $315 and highlighted advertising as a major margin driver, forecasting $68.2 billion in ad revenue for 2025.

7 days ago

Amazon Pharmacy adds Wegovy® oral GLP-1 to its offerings

AMZN

Product Launch

Amazon Pharmacy now offers Novo Nordisk’s newly FDA-approved oral GLP-1 weight-management medication, Wegovy®, via insurance and cash-pay options for direct home delivery.
Eligible commercially insured customers may pay as little as $25/month, while uninsured customers can access the medication starting at $149/month, with coupons applied automatically at checkout.
The service provides fast, free home delivery to all 50 states and Same-Day Delivery to nearly half of U.S. customers, and will soon launch Amazon Pharmacy Kiosks for in-person fulfillment.
Amazon Pharmacy is integrating with Amazon One Medical for comprehensive weight-management care and partnering with WeightWatchers, Wheel, and 9amHealth to broaden treatment access.

Jan 9, 2026, 2:05 PM

Press Release

Amazon publishes India B2C Ecommerce Market Forecast 2025-2029

AMZN

Market expected to grow at a CAGR of 8.3% from 2025 (US$125.78 billion) to US$172.9 billion by 2029.
Consolidation led by Reliance Retail, Tata Digital, Amazon India, Meesho, and ONDC is driving scale and seller inclusion in the market.
Digital Public Infrastructure (UPI, Aadhaar KYC, ONDC) and expanded logistics networks are accelerating ecommerce adoption beyond Tier-1 cities.
Shift toward value-driven multi-category marketplaces and quick commerce players (Blinkit, Swiggy Instamart, Zepto) is intensifying competition on price and convenience.

Jan 7, 2026, 9:50 AM

Press Release

Amazon Web Services partners with AUMOVIO for autonomous driving development

AMZN

New Projects/Investments

AWS and AUMOVIO entered a strategic agreement to integrate advanced AI and cloud infrastructure into autonomous vehicle development and validation workflows, aiming to accelerate testing and improve safety.
The collaboration will support the deployment of autonomous trucks at scale with Aurora, using AI tools like Amazon Bedrock to process millions of driving scenarios and satisfy over 10,000 safety requirements across 4.5 million tests.
AUMOVIO, spun off in September 2025, generated €19.6 billion in sales in FY 2024 and will co-develop and manufacture the industrialized Aurora Driver, with production beginning in 2027.

Jan 6, 2026, 2:00 PM

Press Release

Amazon and Apple face £900m UK legal action over alleged collusion

AMZN

Legal Proceedings

A collective claim was filed in December at the UK Competition Appeal Tribunal by Hausfeld & Co LLP on behalf of over 10 million UK consumers, alleging Amazon and Apple colluded in 2018 to restrict independent retailers and drive up Apple product prices.
The action seeks £900 million in compensation for consumers who bought Apple products from Amazon since October 2018, with further claims possible for purchases from other retailers.
It is alleged that in October 2018 Apple granted Amazon preferential wholesale pricing while Amazon restricted third-party sellers, leading to a near-total exit of independent retailers by January 2019 and higher undiscounted prices.
Italian and Spanish competition authorities have already found similar agreements to be anti-competitive, and the UK case is being brought on an opt-out basis under class representative Justin Le Patourel.