Amazon: 3P Sellers Advertising Growth & Tariff Impact
Former Ads Success Manager at Amazon
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Amazon: 3P Sellers Advertising Growth & Tariff Impact(May 20, 2025)
Former Ads Success Manager at Amazon
Interview Transcript
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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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