Amazon is particularly vulnerable to the recent tariffs imposed by President Donald Trump on imports from China, with Morgan Stanley estimating that around 25% of products sold directly by Amazon originate from China. This places Amazon ahead of other e-commerce companies in terms of exposure to the tariffs, which average around 10% across the sector. Notably, almost half of Amazon's largest third-party sellers are also based in China, amplifying the potential challenges the company may face as tariffs increase, especially on first-party merchandise.
Morgan Stanley's estimate indicates that Amazon is more vulnerable than other e-commerce companies because approximately 25% of its products derive from China, facing new tariffs.
With a notable share of its sales coming from China-based sellers, Amazon stands to be significantly affected by Donald Trump's new tariffs on Chinese imports.
Collection
[
|
...
]