Amazon’s Ad Tax, Seller Financing & Walmart Ad Controls

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Amazon’s marketplace keeps growing, but advertising is growing even faster.

This week on Selling on Giants, Will Haire breaks down what Amazon’s latest earnings reveal about the rising cost of visibility and how agentic shopping is changing product discovery.

You’ll also learn:

• Why Amazon’s August 24 Business Solutions Agreement update deserves immediate review
• What the Nike and Lululemon lawsuits mean for strikethrough and reference pricing
• How Walmart Connect’s new negative keywords can reduce wasted ad spend
• How Walmart Virtual Packs create multipacks without separate physical inventory
• Why Walmart sellers need to check Late Shipment Rate and lag-time settings
• What the Federal Reserve’s divided rate decision means for Q4 inventory and financing

The common thread is simple: marketplace growth now depends on connecting advertising, pricing, inventory, financing, and compliance before peak season exposes the gaps.

Follow Selling on Giants for weekly operator-level breakdowns on Amazon, Walmart, retail media, AI commerce, marketplace strategy, and what platform updates actually mean for sellers.

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