Recently, Amazon Europe released a major announcement: Starting from April 4, the operations center will forcibly remove inventory stored for more than 270 days, covering both sellable and unsellable products.

Image source: Amazon Sellercentral

This adjustment directly shortens the original 365-day automatic removal cycle, meaning sellers must complete sales or handle products within 9 months after listing, otherwise they will face forced removal or high additional fees.

Currently, this policy only applies to the European site and has not yet affected other sites.

Image source: Internet

I. Multi-dimensional Impact on Sellers

1. Increased Pressure on Inventory Management

The new regulation directly impacts sellers of seasonal products. For example, categories such as Christmas decorations and winter clothing may face forced removal risks if they do not sell well. Data shows that during the 2024 US tariff policy fluctuations, logistics costs for some fully managed sellers increased by more than 30%. Combined with inventory surcharges, survival pressure for small and medium sellers has significantly intensified.

2. Forced Upgrade of Supply Chain Strategies

Amazon's policy adjustment sends a clear signal: the extensive stocking model is no longer sustainable. Sellers need to establish dynamic inventory monitoring systems, optimize replenishment cycles by combining sales forecasts and promotional data. For example, some sellers have tried splitting inventory through overseas warehouses to shorten logistics times, or using Amazon Haul's low-price channel to accelerate the turnover of slow-moving products.

3. Multi-platform Deployment Becomes a Must

Affected by US tariff policies and platform rule changes, sellers are accelerating risk diversification. Data from 2024 shows that over 40% of cross-border e-commerce companies have expanded their business to more than 9 platforms. Amazon remains the core battleground, but the share of orders from emerging platforms such as Temu and SHEIN continues to rise.

Image source: Internet

II. Potential Changes in the Consumer Market

1. Possible Structural Increase in Product Prices

Inventory cost pressure may force sellers to raise prices, especially for low-value products. The University of Michigan's 2024 Consumer Confidence Survey shows that over 60% of respondents are worried about inflation rebounding. While Amazon Haul's low-price strategy attracts price-sensitive users, its delivery time (1-2 weeks) is significantly different from traditional Prime services, so consumers need to weigh cost-effectiveness against experience.

2. Faster Product Update Frequency

Forced removal of slow-moving inventory will prompt sellers to accelerate new product iterations, especially in categories such as fast fashion and home goods. Amazon Haul's "treasure hunt shopping" experience is designed to cater to young consumers' demand for low prices and novelty. However, the low-price strategy may also lead to quality disputes.

Image source: Internet

III. Seller Breakthrough Paths

Inventory Optimization: Establish intelligent replenishment models and use Amazon inventory performance indicators to dynamically adjust SKUs.

Channel Diversification: Combine independent sites and localized shipping from overseas warehouses to reduce risk.

Brand Transformation: Accumulate user data through Amazon Brand Flagship Stores, A/B testing, and other tools to enhance product differentiation competitiveness.

Image source: Amazon

IV. Conclusion: Industry Reshuffling and Opportunities Under the New Inventory Regulation

Amazon Europe's new inventory regulation is not only a "sweep" of industry inventory surplus, but also a comprehensive test of sellers' operational capabilities. In the short term, some small and medium sellers will face pain, but in the long run, this adjustment will drive the industry towards efficiency and sustainability.

For sellers, timely changes, data-driven inventory optimization, and brand enhancement for premium capability are key to breaking through in fierce cross-border competition.

(Note: Please refer to the latest platform announcement for the specific implementation time and related rules of the new inventory regulation.)