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Chronicles

The story behind the story

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Amazon is shutting down Vendor Express, which launched three years ago as a shortcut for wholesalers to sell inventory, according to an email sent to merchants

CNBC Eugene Kim

Context & Ripple Effects

Vendor Express was Amazon's attempt to let wholesalers hand over inventory without negotiating full vendor terms — a lighter-weight on-ramp into first-party retail. Its shutdown after three years continues a pattern: Amazon already killed its Shopify competitor Amazon Webstore in 2015, and the company has since kept pruning services that sit outside its core marketplace engine.

First-order effects

  • Wholesalers who used Vendor Express as their only Amazon channel must either migrate to standard vendor terms or open marketplace seller accounts, absorbing fulfillment, pricing, and customer-service work they previously outsourced.

Second-order effects

Third-order effects

  • If the pattern holds, Amazon's first-party relationships keep thinning toward a marketplace-first structure where suppliers compete for visibility — including through ads Amazon can throttle, as vendors later reported with blocked ads on unprofitable products.

The trend: Amazon is steadily dismantling auxiliary first-party programs in favor of a third-party marketplace model where sellers carry the cost and risk.