
"You start to see some of the tariffs creep into some of the prices,"
"Some sellers are deciding that they're passing on those higher costs to consumers in the form of higher prices. Some are are deciding that they'll absorb it to drive demand and some are doing something in between."
"I think when you've got larger diversity like we have, we have a better chance of some of those sellers deciding that they're going to capture [market] share, and they're not going to pass on all or any of those tariffs to customers,"
Tariffs are starting to appear in retail prices as some sellers on Amazon pass higher costs to consumers while others absorb them or split the difference. Andy Jassy said this represents a change from earlier comments when the full effect of tariffs remained unclear. Reciprocal tariffs implemented in August followed May encouragement to stock up on inventory, but most of that supply ran out by fall and consumers began to see price hikes. Tariffs have generated $200 billion for the U.S. Treasury, and a study found American consumers absorb 96% of tariff costs. Amazon is working with distributors and its two million sellers to keep prices as low as possible.
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