Insights

Executive-level notes,
not listing tips.

Written for the people who read a P&L, not the people who read Amazon forums. New pieces are added as the library grows — here's what's planned first.

Advertising

Why ROAS Does Not Tell You Whether Your Amazon Business Is Profitable

ROAS measures return on one line item — ad spend — not the business underneath it. A campaign can post a great ROAS on a SKU that's losing money the moment fees and fulfillment costs are counted.

Financial Planning

Seven Warning Signs in an Amazon P&L

Most Amazon problems show up in the numbers before anyone can name them. This piece walks through the seven patterns — in gross margin, ad spend, and inventory — that usually mean something operational is wrong underneath.

For CFOs

What a CFO Should Ask an Amazon Agency

Most agency reporting answers "did it work?" instead of "was it worth it?" A short list of the questions that separate a genuinely profitable Amazon channel from one that just looks busy.

Inventory

How Excess Inventory Quietly Destroys Contribution Margin

Long-term storage fees are the visible cost. The invisible one is the capital sitting in a warehouse instead of funding the next order — and how fast that adds up.

M&A / Diligence

What Buyers Should Examine Before Acquiring an Amazon Brand

A standard Quality of Earnings report validates the financial records. It usually doesn't say whether the catalog is structurally sound, the Buy Box is defensible, or the advertising performance is sustainable.

Positioning

Why a Listing Audit Is Not an Amazon Business Diagnostic

A listing audit checks images and bullet points. It doesn't touch fee structure, inventory capital, or advertising discipline — the places where most of the money actually moves.

Operations

The Hidden Economics of Amazon Pack Size and Fulfillment Fees

A package redesign that saves a few ounces, or crosses a fulfillment-size threshold, can carry recurring economic value most brands never model before committing to production.

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