Amazon FBA capacity slashed + seller concentration + SFP updates
Key Questions
How are Amazon FBA capacity limits changing?
FBA cubic feet for sellers with IPI over 350 are cut to 30% of April levels in May, prompting SKU rationalization and inventory strategies.
What updates apply to Seller Fulfilled Prime in 2026?
Thresholds for standard-size one-day delivery rise from 30% to 40% on July 6, with a zip-code tool rollout in September.
Why is aged inventory management important for FBA sellers?
Aged inventory surcharges peak July 15 and represent a major hidden cost, requiring proactive hygiene to avoid fees.
What AI tools help with Amazon inventory forecasting?
Platforms like RELEX and Katana provide AI-powered forecasting and operations to address phantom inventory and OOS issues.
How do inbound placement fees affect FBA freight strategy?
The fees make traditional freight approaches obsolete, pushing sellers toward optimized placement and cost management.
FBA cu ft/IPI>350 cuts to 30% of April levels May; 500k sellers; fuel surcharge; VC-SC 18%; phantom/OOS AI $1.75T losses; SKU rationalization (Tork 30% cut); RELEX AI forecasting; Shein-Temu feeds; Nova P&L/returns. New FBA capacity limits playbook details quarterly caps and IPI strategies. Seller Fulfilled Prime 2026: July 6 threshold changes (standard-size one-day from 30% to 40%) and September zip-code tool rollout — relevant for fulfillment strategy post-Prime Day. Aged inventory cost deep-dive reveals July 15 peak surcharge — critical for FBA inventory hygiene. Critical for Prime Day prep.