亚马逊CEO：关税推高零售价 消费者转向低价商品

Core Insights - Amazon's CEO Andy Jassy highlighted that the current U.S. policies have led to increased tariff costs being reflected in retail prices, putting pressure on merchants on the platform to manage these rising costs [3] - Jassy noted that many third-party sellers had previously adopted a strategy of advance purchasing to mitigate the impact of tariffs, but their low-cost inventory has been largely depleted, leading to new procurement costs being passed on to consumers [3] - Different merchants are responding to the cost increases in various ways, with some raising prices to maintain profit margins, while others are absorbing costs to remain competitive, indicating a clear trend of price adjustments driven by tariffs [3][4] Pricing Strategies - Initially, Jassy had not observed widespread price increases on the platform, but he had warned earlier that some businesses might struggle to absorb the additional tariff burdens due to low profit margins [4] - A major retail industry organization had previously warned that trade policies could disrupt supply chain planning, leading to price increases, stock shortages, and reduced labor demand [4] Consumer Behavior - Despite the rising costs, consumer spending willingness remains stable, showing resilience; however, there are shifts in purchasing behavior, with consumers opting for lower-priced items and being more cautious with non-essential high-priced goods [5] - These behavioral changes indicate that external cost pressures are subtly influencing consumer preferences and purchasing decisions [5]