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katherine pearllof

T3 · host / generalist

Reporter covering Amazon and e-commerce trends at The Information, author of a deep dive on independent merchants shifting to Amazon.

1 call·1 name·100% bull·last heard last month·The Information
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$AMZNAmazon

Amazon becoming unavoidable distribution channel for brands as DTC economics deteriorate

Rising ad costs on Google and Meta, Google's AI overviews reducing organic search traffic, and increasing consumer trust in Amazon reviews are driving brands back to Amazon as their primary sales channel despite lower margins.

The Information2026-08episode →

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Amazon
MEDkatherine pearllof·The Information·last month·AI is Making Amazon Unavoidable For Brands
Amazon becoming unavoidable distribution channel for brands as DTC economics deteriorate
Rising ad costs on Google and Meta, Google's AI overviews reducing organic search traffic, and increasing consumer trust in Amazon reviews are driving brands back to Amazon as their primary sales channel despite lower margins.
"So, these became harder for uh two maybe three main reasons. First, uh ad costs got more expensive. Um, and you know, I think partly just as the model became more popular, that me…"
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