Original research
Marketplace insights & trend reports
Multi-year transparency reports on how Amazon, Walmart, and Shopify fee policy actually moves seller margin — published quarterly and distributed to subscribed sellers.
Every figure on this page traces back to a sourced entry in our public fee database and change feed. See methodology for sourcing rules.
Amazon FBA Fee Impact Report 2026
+$0.31 average increase per fulfilled unit
Across 14 fulfillment fee combinations Amazon adjusted in H1 2026, sellers absorbed a weighted-average $0.31 per-unit increase — concentrated in Large Standard and Oversize tiers.
- Categories affected
- Home & Kitchen, Electronics, Sporting Goods, Toys
- Average increase
- +5.8% effective fulfillment cost
- Seller impact
- ~$2,480 / yr per 8k-unit catalog
- Who benefits
- Amazon (margin recovery on rising US logistics costs)
Walmart Referral Fee Analysis 2026
Sporting Goods cut from 15% → 13%
Walmart trimmed referral fees in three growth categories while raising Jewelry. Net effect: a deliberate margin transfer toward categories where Walmart wants to compete with Amazon on selection.
- Before
- Sporting Goods 15%, Jewelry 15%
- After
- Sporting Goods 13%, Jewelry 17%
- Who benefits
- Mid-volume sporting & outdoor brands
- Who pays
- Boutique jewelry sellers (+13% effective fee)
Marketplace Fee Trends Report 2024 → 2026
Fulfillment fees rose 3× faster than referral fees
Two-year longitudinal study tracking every Amazon, Walmart, and Shopify fee change in our database. Fulfillment and storage costs drove >70% of total seller cost increases; referral rates were comparatively flat.
- Fee changes tracked
- 127 across 3 marketplaces
- Fulfillment delta
- +11.4% cumulative (2024→2026)
- Referral delta
- +3.7% cumulative
- Storage / LTSF delta
- +18.2% cumulative
Want the next trend report in your inbox?
Monthly transparency reports go out the first Tuesday of each month. One email, one finding, every source linked.
Subscribe to monthly transparency reports
Join 500+ sellers tracking how Amazon, Walmart, and Shopify policy moves their margin.
Free. One-click unsubscribe. We never share your email.