Episode 308 – The Death of Arbitrage? Jasim Eisa Explores Big Shifts in the Market

Jun 10, 2025

27:59

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Jasim Eisa, Founder and CEO of Voadera, built an $80 million e-commerce business from the ground up, and here, he shares what’s working now—and what’s not.

Scott and Jasim explore big shifts in the marketplace, such as Nike coming back to Amazon and what that means for resellers. Jasim also breaks down how major brands such as Adidas and Michael Kors are changing the way they sell on the platform and what sellers need to know about the growing “diversion economy.”

With Amazon tightening its supply chain rules, Voadera is moving away from traditional arbitrage and focusing on direct brand deals and smart acquisitions. You'll also hear practical tips on adapting to Amazon’s policy changes, rising FBA fees, and optimizing your logistics to stay profitable.

Episode Notes:

00:18 - Jasim Eisa Introduction

00:26 - The Big Brands’ Approach to Amazon

07:12 - Reseller Economy and Marketplace Double-Dipping

08:45 - 1P vs 3P Strategy and Policy Cycles

12:18 - Diversion and the Gray Market

14:45 - Moving Beyond Arbitrage: Brand Direct and Acquisitions

16:03 - Adapting to Amazon’s Fee and Policy Changes

18:18 - Arbitrage’s Diminishing Role and Supply Chain Optimization

19:52 - Warehousing, Fulfillment, and Grade B Marketplaces

21:28 - Future Investments: Supply Chain, AI, and Creative Tools

23:19 - Building a Top Brand Direct Business