Amazon is adding a fuel surcharge to fees it collects from third-party sellers (cnbc.com)

by lehi 106 comments 166 points
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106 comments

[−] binarysolo 43d ago
Amazon third party seller (low 8s) here: last time this happened was during COVID and it ended up being a permanent FBA shipping price increase.

Practically speaking shipping accounts for 10-20% of the sale price, so realistically it's the seller who will absorb it and maybe pass on costs to the buyers, but we're talking about 3.5% of 10-20%, which is really a 1% price increase, so a noticeable but not make-or-break issue in the death-by-1000-cuts.

The Andy-led Amazon is less forgiving than the Jeff "your margin is my opportunity"-led Amazon on profitability so price shocks have passed through to sellers much more immediately than prior years where Amazon would just move slowly and stably.

The bigger Amazon news recently is on DD+7 and how Amazon basically increased their float and delayed payments on all sellers, and that's been kinda a pain to navigate.

[−] ilamont 43d ago
Amazon still charges ebook publishers the same “delivery fee” for each sold digital copy (US$0.15/megabyte) as it did in the mid 2000s when Kindles came with 3g chips.

https://kdp.amazon.com/en_US/help/topic/G200634500

[−] klysm 43d ago
Maybe the technical requirements at the time were a good excuse but as soon as you demonstrate the market will tolerate that why on earth would you remove it?
[−] PaulRobinson 43d ago
To turn around the famous quote: "Amazon's margin is someone else's opportunity". :)

The Amazon flywheel is all about reducing costs to consumers. The moment that stops happening, consumers can get caught by offers elsewhere, and the flywheel can start to go backwards.

[−] morelandjs 43d ago
I physically twitch every time I hear a flywheel mentioned. Intended to be evocative of certain physics without actually substantiating any of it.
[−] knollimar 42d ago
What does it mean, really? I see it used more like catalyst or enablar than momentum storage. I'm still unsure.
[−] scns 43d ago
Are record companies still charging artists for vinyl breakage on mp3 downloads?
[−] cma 43d ago
AWS egress prices have been the same for a decade despite massive networking advancements.

In two decades, since 2006, they've only come down by about 50%.

[−] hnav 43d ago
That's not exactly true, they expanded the free tier from 1 to 100GB/mo (1TB/mo out of CloudFront) and dropped egress from ~20c/GB to ~9c/GB. This was due to pressure from the Bandwidth Alliance formed by all the other Clouds and spearheaded by Cloudflare.
[−] cma 43d ago
~20c/GB to ~9c/GB was the 2006-2026 halving I mentioned. Two decades to drop by half.
[−] hnav 42d ago
Accounting for inflation that's more like dropped by 75%. As AWS position as market leader erodes we'll likely see further drops.
[−] MagicMoonlight 42d ago
And it costs them nothing, because they have free peering agreements with every network.
[−] zobzu 43d ago
i fully expect it yo be permanent. they know its likely to come back down.
[−] Brainspackle 43d ago
Do you buy off Temu and re-sell on amazon?
[−] binarysolo 43d ago
I dunno why that's a whole meme, but nobody of any scale is doing that. We produce products through factories like most established sellers.
[−] joemi 43d ago
It may or may not be anyone of scale (I haven't been keeping track of the seller names), but there sure are a LOT of sellers who do that. Practically every search result I've looked for on Amazon in the past few years is flooded with people reselling Chinese brand goods or Chinese no-name brand goods. Even when I search for a specific US -brand product, the results are filled with similar (or similar-ish) Chinese goods that are all selling the same few product variations.

Glad to hear that's not you, though. Amazon definitely doesn't need any more people reselling like that. And good luck! I used to sell used books on Amazon (both seller-fulfilled and FBA) when I worked at a book store and year after year it became more and more of a nightmare until it simply wasn't worth our time anymore.

[−] binarysolo 43d ago
It's prob the other way around -- for almost a decade, Amazon's made it incredibly accessible for any Chinese factory, trading company, and middleman to spin up new brands on Amazon to reduce American brands and resellers' pricing powers. So the guys on Temu are selling their stuff rebranded on Amazon because it's fairly easy to spin up new stores and brands, while making it difficult for US sellers to do likewise.

Even worse (this actually happened to us a couple years back), Chinese companies outright steal our images/assets and then put them on other channels like Temu or Aliexpress, selling their knockoffs there pretending to be us. We were only made aware of this when we noticed products asking to be RMA'd from our support email, but with order receipts coming in from Aliexpress.

I digress, but the beatings will continue until morale improves...

[−] gnabgib 43d ago
Title could really use "for third-party sellers who use fulfillment services" (this is not a 3.5% surcharge on AWS, Prime, or Amazon orders)
[−] zoover2020 43d ago
It was pretty clear to me. AWS is Web Services after all
[−] exabrial 43d ago
We could immediately provide relief to fuel prices, while doing the climate a huge favor, by immediately suspending the USPS accepting marketing material through the mail.

My mailbox is permanently jammed with paper that useless paper that is both produced and hauled away to a landfill by diesel fuel.

No I do not want your credit card offer.

No I do not want to switch phone plans.

No I do not want an extended warranty.

[−] usefulcat 43d ago
Reducing the frequency of mail delivery would have a much larger impact, since most of fuel is probably consumed by last mile delivery.

Delivering less mail each day doesn't really make much difference if the mail carrier still has to come to my neighborhood 6 times a week.

[−] browningstreet 43d ago
Fewer mail carriers could hit twice as many places in a given time-frame and reduce overall gas usage.
[−] lokar 43d ago
A lot of the USPS budget is from delivering bulk mail. They already fail to break even (albeit with absurd retirement funding rules imposed on them). Without the fees from bulk mail they would need to raise prices, and it's not entirely clear they could given they face strong competition.
[−] SoftTalker 43d ago
I don't really understand why we need a US Postal Service in 2026. Yes, the Constitution grants congress the power to establish "post offices and post roads" but it doesn't mandate it AFAIK.

Other countries (Denmark is an example) have completely privatized physical mail delivery. All official mail is electronic. There's some nostalgia for the postman on his red bicycle (or in the USA, walking the neighborhood or driving their funny looking trucks) but are they really necessary?

Edit to add: since running post offices is explicitly a Federal power, a conversion of US Mail to being electronically based would be completely within scope. There would be no arguing over "states rights" that tends to become a logjam for any other national infrastructure or policy changes.

[−] stryan 43d ago
Practically speaking, USPS does a lot of last mile package delivery that no one else wants to do, including Amazon. If USPS wasn't delivering to those locations no one would be. And we're not talking middle-of-no-where-Wyoming locations, plenty of places east of the Mississippi have only USPS too.

There's all sorts of philosophical arguments as well: government services shouldn't need to turn a profit, all citizens need to be able to interact with the State and the post office provides a way to do that, mail-in voting, Post Offices can offer stuff like general delivery for those without permanent addresses, etc.

[−] SoftTalker 43d ago
There are lots of rural places the USPS doesn't deliver to. They require you to get your mail at a PO Box at the nearest post office, or have a mailbox at a common spot on the nearest public road (which might be a fair distance from your house).
[−] stryan 42d ago
They won't deliver to the house but they'll still deliver to that area. Amazon/etc wouldn't even deliver to the area without the infrastructure of the USPS.
[−] hadlock 43d ago
You need a non-electronic way to bill land owners for property taxes. That's it. Physical snail-mail is the de-facto way for the government to legally serve property taxes and other bills to private citizens. Yes we live in 2026 and everyone has email, but there's no legal requirement to give the government your email address, or even have one. You are however, legally required to provide a mailing address for your property tax bill to be sent to.

Sure, by that standard we could probably reduce to weekly or even monthly mail service. It's been suggested since at least 2008 we drop Tuesday mail service as almost nobody sends mail on Saturdays and there's no mail service on Sundays.

[−] precommunicator 43d ago
Who says anything about e-mail? Government could legislate specific government electronic inboxes, with e-mail and SMS notifications of delivery, as has been happening in several, if not all EU countries.

I haven't got a snail mail from my government for years at this point, nor did I needed to send one that way.

[−] exabrial 43d ago
I pay all of my property taxes online.
[−] 15155 43d ago
That's wonderful: the option of a payment portal isn't the point. The purpose of snail mail is process can be served prior to seizing/applying a lien on the property when you don't pay (online or otherwise.)
[−] raw_anon_1111 43d ago
Because you can’t make money serving rural areas and no for profit company would touch deliverying to those areas
[−] lokar 42d ago
Another case of the evil, unamerican cities subsidizing the real Americans
[−] michaelt 43d ago
Traditionally, the state has certain duties it needs to perform for every member of the population.

Passports, driving licenses, polling cards, draft registration, pensions, company registrations, patents, copyrights, court summons, speeding fines, inheritance, tax paperwork, census, etc etc.

It’s much simpler to perform these duties if you have a means of communication that can reliably reach every citizen.

[−] SoftTalker 43d ago
I'm not sure I'd put "reliable" in any description of the USPS. I get my neighbors mail in my box often. I can only assume some of my mail gets delivered to them as well.
[−] joemi 43d ago
That's still far more reliable than trying to email someone who doesn't have a computer or smartphone.
[−] lokar 43d ago
I think it's mostly not needed, but there are a lot of edge cases or narrow situations where it's important. They could be fixed, but no one is doing that.

IMO, a better option is to switch to 3 days/week delivery, and where addresses are very spread out, require centralized boxes.

[−] dawnerd 43d ago
Those other countries are much, much smaller in land mass than the US making it much easier for private companies to be competitive. Privatizing post in the US would be potentially life threatening to some rural communities. More than just mail is delivered. Saying we don't need one is pretty out of touch IMO.
[−] duskdozer 42d ago
It provides the best service of all of them. I'm not sure why you would want to add a profit-seeking middleman when you can just fund the service at cost.
[−] 46493168 42d ago

> I don't really understand why we need a US Postal Service in 2026

Mail in voting.

[−] conception 42d ago
Denmark is like twice the size of Massachusetts.
[−] Hikikomori 42d ago
Danskjävlarna ruined posten.
[−] duskdozer 42d ago

>They already fail to break even

It doesn't need to make money or "break even." We just pay the cost in tax or postage that is needed to run the service.

[−] lokar 42d ago
I don’t mind a public subsidy, but that’s not current law or the majority attitude
[−] exabrial 43d ago
yeah... I'll take clean air and pay a few extra bucks the 3 times a year I actually need to mail something.
[−] 0cf8612b2e1e 43d ago
Last year, Amazon backed down from sharing tariff pricing. I assume the same will happen here.
[−] djoldman 43d ago
I immediately thought of that move.

This time I think the surcharge will stay until the war is concluded.

[−] cogman10 43d ago
Yeah, but amazon isn't going to list it as a line item. Which they should.
[−] duskdozer 42d ago
Concluded by "mission accomplished" or when the troops withdraw in another 20 years?
[−] jazz9k 43d ago
I made a living selling on Amazon about 15 years ago. It all came crashing down when they held all of my money (around $50,000) and had to 'investigate'.

Nothing ever came of it and they released my money, but banned my seller account for 10 years.

It was actually a good thing. I started my own site and made a good living for a decade. Covid shutdown the business.

Building a business on Amazon is a mistake.

[−] sidrag22 43d ago
It seems like there are still healthy ways to do it, I see some products sold by third party sellers that clearly are real small businesses. I google them find their real site and sometimes they offer pricing better than what they can offer after amazon fees etc.

I see that as the absolute best approach for someone like that, leverage the platform but don't allow it to be your entire online presence.

My own use case was sadly, just leveraging the platform and as all the margins tighten not only on the amazon platform itself but on shipping costs, it just gets tougher and tougher. Happy for the experiences they offered me freedom wise, but also happy to be moving on.

[−] assimpleaspossi 43d ago
Please don't tell anyone but I've been a delivery driver for Amazon's Flex program (where we use our own cars). If my route has an especially long number of miles, they slip me an extra $5 in my pay.

Normally it's around 100 miles per route, with around 45 deliveries, but if it creeps over 120 or so, that's when I see it.

[−] The_SamminAter 42d ago
How much does it pay on average? And how is the payment broken down/do you earn per mile or package?
[−] ulrashida 43d ago
I wonder how visible it will be when showing final charges for an order.

I'd definitely be more likely to "wait it out" when considering purchases in my cart if I can see what I expect will be a temporary levy.

[−] jrockway 43d ago
Sometimes I wonder if we just do these wars so that companies can raise prices and when the war ends, not lower them. Do we ever see "oil prices are down 3.5%, we are lowering our prices by 3.5%"? Never. "But the free market will force someone to do this to gain marketshare." But Amazon is the only Amazon, so I doubt that will happen.
[−] GeoSys 42d ago
I'm sure they'll pass it on to the end consumers - there goes the inflation bit by bit on every front ...
[−] t1234s 43d ago
Does that 3.5% get passed to the seller if they are not using Amazon to ship the product?
[−] jeremie_strand 43d ago
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[−] LightBug1 43d ago
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[−] rdevilla 43d ago
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