TL;DR: Retail growth rates come down, but Amazon appears well-positioned to navigate tariff uncertainty; market share inside Amazon up for grabs as tariffs are expected to have an uneven impact across brands and sellers.
5 minute read
Amazon reported its 1Q25 results this evening, shedding light on tariffs along with an updated outlook for its business.
Tariff Impact on Amazon
We analyzed Amazon’s performance and commentary to understand (1) what type of overall consumer impact are tariffs having or will have, (2) whether Amazon is uniquely impacted by tariffs versus retail peers, and (3) how market share inside Amazon’s platform might be impacted.
Join the Stratably community
-
Bite-sized market updates
-
Deep dive analyses
-
Industry benchmarks
-
Retailer forecasts
-
Invites to live events
-
And More!
Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across your organization, improve your forecasting, and invest in the right capabilities.
Simply put, it makes your organization much more informed, providing a competitive edge over your rivals.
