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- Marketplace⚡Mastery #140: Amazon makes UPS and FedEx drop 10%
Marketplace⚡Mastery #140: Amazon makes UPS and FedEx drop 10%
Hey sellers! Rufus is on fire, Amazon's coming for UPS and FedEx, and 3P unit share is slipping for the second straight quarter.
The 10 Best Cheap Stocks to Buy Now
The market is expensive… historically expensive.
Most of the biggest stocks are already fully priced. Capital has crowded into the same mega-cap names — making true value harder and harder to find.
By early 2026, institutional money had stayed concentrated. Smaller companies had been overlooked. And beaten-down names had been left behind.
But here's the real question…
When the broader market is this expensive — which stocks are still cheap enough to offer real upside?
Our new report reveals 10 undervalued stocks trading under $10 per share — from companies too small for institutional money managers to touch… to out-of-favor names already working their way back.
If you're looking for real value in an overpriced market, start here.
🛑 Attention Amazon Sellers!
Amazon's AI shopping assistant is no longer a toy. On the Q1 2026 earnings call, Andy Jassy said Rufus MAUs grew 115% year over year with engagement up 400%.
Rufus was used by 300 million customers in 2025 and helped drive nearly $12 billion in incremental annualized sales. Customers who use Rufus are 60% more likely to complete a purchase.
If your listings still read like 2019 keyword soup, you're losing visibility inside Rufus answers. Sponsored prompts are also live: nearly 20% of shoppers who tap a brand prompt keep chatting about that brand.
Optimize for conversational queries, get your A+ and FAQs Rufus-ready and start testing sponsored prompts before your competitors figure it out.
👉 Amazon launches Supply Chain Services, UPS and FedEx drop 10% This was THE announcement this week, as Amazon opened its global logistics network to all businesses, not just 3P sellers. The new service covers freight, distribution, fulfillment and parcel shipping across healthcare, automotive, manufacturing, and retail.
P&G, 3M, Lands' End, and American Eagle Outfitters already signed up so, yeah, this is pretty massive, guys.
👉 3P seller unit share falls to 60% for the second straight quarter proving Amazon’s professionalization. Third-party sellers accounted for 60% of paid units sold on Amazon in Q1 2026, down from 61% in Q4 2025 and 62% the quarter before that.
It's the first back-to-back decline since Amazon began breaking out the metric in 2004. Grocery is the main driver: perishables grew 40x year over year and are largely fulfilled by Amazon's own grocery network of Whole Foods, Amazon Fresh, and same-day hubs, not the 3P marketplace.
👉 Product Opportunity Explorer adds an "Unmet Demand" report so Amazon now surfaces keywords where search volume is surging but conversion rates are low, meaning shoppers are searching but not finding the right product.
The data is first-party from Amazon itself, not scraped estimates. Use it to spot gaps, then build products, listings, or positioning that actually serve that demand before the niche gets saturated.

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