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Podcast: Seller Sessions Amazon FBA and Private Label
Episode: Broad Match: Amazon's Earnings, Prime Saturation, and Why Rufus Is the Bet They Have to Win
Description: Broad Match - Danny and Adam break down Amazon's financial trajectory ahead of the Q4 2025 earnings call, exploring why Prime has effectively tapped out, where the retail business is heading, and why Rufus may be Amazon's most important bet for the future of e-commerce. Host: Danny McMillan Co-Host: Adam "Heist" Runquist Episode Summary With Amazon's Q4 2025 earnings call on the horizon, Adam digs into the historical financials of Amazon's retail business to understand where the company has been and where it is heading. The picture is clear: Prime membership has reached over 200 million Americans, covering...