Amazon FBA capacity slashed, seller concentration, and SFP updates
Key Questions
How have Amazon FBA capacity limits changed?
Capacity for cu ft/IPI>350 is cut to 30% of April levels starting in May. Sellers must focus on quarterly caps and IPI strategies to maintain access.
What are the 2026 Seller Fulfilled Prime threshold updates?
Standard-size one-day requirements rise from 30% to 40% on July 6. A zip-code tool rollout follows in September to support fulfillment planning.
When does the Amazon aged inventory surcharge peak?
The surcharge reaches its highest point on July 15. Sellers should prioritize inventory hygiene to avoid these escalating costs.
What 2026 holiday fee changes did Amazon announce?
Fees remain flat overall but AWD/FBA cutoffs tighten between Sept 2 and Oct 28. Early submission offers a $50 discount amid ongoing fuel surcharge discussions.
How does Katana's new platform help with inventory?
Katana launched AI-powered management with explainable forecasts and MCP integration. It addresses stockout risks by moving from record-keeping to intelligent operations.
FBA capacity constraints, aged-inventory and inbound-placement costs, low-inventory penalties, SFP threshold changes, and AWD limitations are pushing sellers toward tighter SKU and inventory management plus independent 3PL buffers. Q4 cutoff tightening, AI forecasting, and seller-insurance requirements for some regulated or non-resident sellers make operational and compliance resilience continuing strategic issues.