Holiday rules are landing all at once. Amazon published its 2027 US FBA fees, and TikTok Shop, Shopify and Walmart each have changes that kick in on or around November 12, the same day Walmart's Early Black Friday event starts.
Amazon
Amazon announces 2027 US FBA fee updates
US FBA fulfillment fees rise by $0.19 per unit on average (about 0.8% of the average selling price) from January 15, 2027. From February 1, 2027 Amazon drops the storage utilization surcharge, folds the aged inventory surcharge into a single age-based storage rate, and limits the low-inventory-level fee to SKUs below 28 days of supply.
Why it matters: Run the Fee Change Comparison dashboard and Revenue Calculator now so Q1 2027 pricing and inbound plans reflect the new math.
Source: Amazon Selling Partners, Nov 5
Shopify
IP allowlists become mandatory for public apps
Public apps that call the Admin API must turn on an IP allowlist by November 20, 2026, 11:59 PM ET, or be delisted from the App Store. Bulk queries and mutations from apps without one are blocked from November 12, 2026, 11:59 PM ET.
Why it matters: Automations that rely on bulk operations can break on November 12 if an app vendor missed the deadline, so check your critical apps before BFCM week.
Source: Shopify.dev changelog, Nov 5
TikTok Shop
TikTok Shop US sets its BFCM dispatch and return rules
Eligible orders received November 11 through December 5 get up to two extra business days for Local Shipping if the shop keeps Late Dispatch Rate at or below 20%. Items sold from November 11, 2026, 16:00 PT to December 31, 2026 can be returned until February 10, 2027.
Why it matters: The holiday return window overrides your own settings, and API-integrated sellers must update return QR code validity before November 11.
Source: TikTok Shop US Seller University, Policy Pulse
TikTok Shop
TikTok Shop US will lock shipping-fee estimates for flagged shops from Nov 12
Shops found charging excessive shipping fees or using inaccurate product weights will have the order-creation estimate kept at or above the estimate at shipment.
Why it matters: Audit package weights and keep shipping fees separate from product price before November 12.
Source: TikTok Shop US Seller University, Nov 6
TikTok Shop
TikTok Shop updates misleading-content rules for LIVE auctions
The November 6 update spells out misleading staging, unsupported price and scarcity claims, and requires sellers to disclose material item conditions during LIVE auctions before bidding.
Why it matters: Review pinned videos, creator briefs and LIVE scripts before holiday traffic.
Source: TikTok Shop US Seller University, Nov 6
Walmart
Walmart will act on individual high-return items from January 2027
Return Rate now shows at the item level in Seller Center. From January 2027, items with high seller-accountable returns may get a warning or be temporarily unpublished, even if the seller's overall Return Rate passes.
Why it matters: Find problem SKUs now and fix listings, sizing or packaging before holiday returns land in January.
Source: Walmart Marketplace Learn
Walmart
Seller-fulfilled offers with return exemptions lose the Walmart+ badge
Effective October 19, 2026, seller-fulfilled offers with any return policy exemption no longer qualify. Sellers must remove exemptions and reenroll to regain eligibility.
Why it matters: Offers may have silently lost the badge before Early Black Friday on November 12.
Source: Walmart Marketplace Developer docs, Nov 5
Amazon
Amazon opens a free portal to list outside stores in Alexa for Shopping and Shop Direct
The Shop Direct Merchant Workspace lets eligible merchants register, submit product feeds through providers like Feedonomics and Salsify, and see which products are active. Eligible items can be bought through Amazon's Buy for Me agent.
Why it matters: DTC brands can reach Amazon shoppers and its shopping agent while keeping their own checkout.
Source: About Amazon, Nov 4
Omitted this week: the quotes feed is marked stale (last close Oct 30, 2026).
Informational only — verify with the primary source before acting. Not affiliated with Amazon, Walmart, TikTok or Shopify.