Partner Interview
Published May 20, 2025
Amazon: 3P Sellers Advertising Growth & Tariff Impact
inpractise.com/articles/amazon-3p-sellers-advertising-and-tariffs-impact
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Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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So, from this 60% of volume that comes from China, you would say that 50% comes directly from China, and 10% is indirect, going through Vietnam and other geographies. And the remaining 30%?
Actually 50% is direct export from China to the US. Let me explain more clearly. So, 60% are third-party sellers, and among this 60%, around 50% to 60% are related to China. Among this 50% to 60%, 50% is directly exported from China to the US, while 10% is maybe indirectly exported from China.
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That's really impressive. How long have they been preparing to build a factory in Mexico or Vietnam?
From 2018, they planned to do it, but they actually started in 2020, during the pandemic, due to supply chain chaos. They realized they must have a "China plus one" strategy, meaning a factory in China and another in a different region, like Vietnam. That's the second thing they did.
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