Amazon, retailers paid more for freight in 3Q
Published . Updated .
Largest retailers cite shipping inflation alongside isolated delays in getting merchandise into inventory.
Directly affected
- AMZN Amazon Com-7.0% 30d
Named in this report.
Indirectly affected
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story.
- XLY Consumer Discretionary Select Sector SPDR+2.3% 30d
Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- TIP iShares TIPS Bond ETF-0.5% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- WMT Walmart+14.9% 30d
Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story.
- COST Costco Wholesale+12.7% 30d
Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story.
- TGT Target-2.8% 30d
Target (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story.
- HAS Hasbro+31.2% 19d
Hasbro (games, toys and children's vehicles (no dolls and bicycles)): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMZN | +3.66% | +5.97% | base | +3.21% | after close | after close | after close |
| XRT | -1.50% | -2.24% | base | +2.12% | after close | after close | after close |
| XLY | -0.96% | -0.06% | base | +2.44% | after close | after close | after close |
| BWET | -4.39% | -3.93% | base | -2.91% | after close | after close | after close |
| TIPNo price data for this ticker | — | — | — | — | — | — | — |
| WMT | -2.61% | -3.79% | base | +3.13% | after close | after close | after close |
| COST | -0.73% | -2.96% | base | +2.79% | after close | after close | after close |
| TGT | -3.73% | -3.40% | base | +2.92% | after close | after close | after close |
| HASNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Amazon, retailers paid more for freight in 3Q FreightWaves
Source: FreightWaves
Price since this story was published: Spdr Series Trust (XRT)
| Company | When | Move | Status |
|---|---|---|---|
| Amazon Com (AMZN) | that day | +3.21% | still updating |
| Amazon Com (AMZN) | three days earlier | +5.97% | final price |
| Amazon Com (AMZN) | five days earlier | +3.66% | final price |
| Amplify Commodity Trust (BWET) | that day | -2.91% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | -3.93% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -4.39% | final price |
| Costco Wholesale (COST) | that day | +2.79% | still updating |
| Costco Wholesale (COST) | three days earlier | -2.96% | final price |
| Costco Wholesale (COST) | five days earlier | -0.73% | final price |
| Target (TGT) | that day | +2.92% | still updating |
| Target (TGT) | three days earlier | -3.40% | final price |
| Target (TGT) | five days earlier | -3.73% | final price |
| Walmart (WMT) | that day | +3.13% | still updating |
| Walmart (WMT) | three days earlier | -3.79% | final price |
| Walmart (WMT) | five days earlier | -2.61% | final price |
| Select Sector Spdr Tr (XLY) | that day | +2.44% | still updating |
| Select Sector Spdr Tr (XLY) | three days earlier | -0.06% | final price |
| Select Sector Spdr Tr (XLY) | five days earlier | -0.96% | final price |
| Spdr Series Trust (XRT) | that day | +2.12% | still updating |
| Spdr Series Trust (XRT) | three days earlier | -2.24% | final price |
| Spdr Series Trust (XRT) | five days earlier | -1.50% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 6 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 66 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 35 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 20 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Target (TGT) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Spdr Series Trust (XRT) on one side of this shipping story
Companies mentioned with this story
- XRT Spdr Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Amazon, retailers paid more for freight in 3Q.” Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story
- XLY Select Sector Spdr Tr
For “Amazon, retailers paid more for freight in 3Q,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Amazon, retailers paid more for freight in 3Q.” Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Amazon, retailers paid more for freight in 3Q.” Reason on file: Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story
- AMZN Amazon Com
Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Amazon, retailers paid more for freight in 3Q.” Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story
- COST Costco Wholesale
In “Amazon, retailers paid more for freight in 3Q,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story
- TGT Target
In “Amazon, retailers paid more for freight in 3Q,” Target (TGT) is linked, with no stored direction, medium confidence. Reason on file: Target (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story
- ZIM ZIM Integrated Shipping Services
For “Amazon, retailers paid more for freight in 3Q,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
Spdr Series Trust (XRT) and the shipping link
On 2 Nov 2026, “Amazon, retailers paid more for freight in 3Q” is the story that connects Spdr Series Trust (XRT) to Shipping.
Spdr Series Trust (XRT) is on the page because SPDR S&P Retail ETF: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story
Also listed, Select Sector Spdr Tr (XLY): Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story
Dates and price levels for Spdr Series Trust (XRT)
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. XLY traded between 110.58 and 116.77 across 19 sessions. The latest close on file is 115.38.
How solid “Amazon, retailers paid more for freight in 3Q” looks
46 out of 100Price not final
“Amazon, retailers paid more for freight in 3Q” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.