In 2024, Hudson’s Bay Company (HBC), the parent company of luxury department store Saks Fifth Avenue, announced plans to spin off Saks into a separate publicly traded company, separating its e-commerce platform Saks.com from its physical stores. This restructuring move unexpectedly drew strong opposition from Amazon. The reason lies in a prior agreement between HBC and Amazon, which granted Amazon exclusive rights to sell select Saks-branded luxury goods on its Amazon Luxury Stores platform. With Saks set to operate independently, Amazon fears its strategic position in the luxury e-commerce sector could be undermined—particularly if the new entity revokes brand licensing or partners with rival platforms. Amazon has formally filed an objection with relevant regulators, arguing that the spin-off may breach their existing commercial agreement and reduce consumer access to premium products on Amazon. Analysts note that this dispute highlights the increasingly complex relationship between traditional retail giants undergoing digital transformation and tech-driven e-commerce platforms. While Saks aims to boost valuation and focus on online growth through the spin-off, Amazon seeks to solidify its foothold in luxury e-commerce. Negotiations over the terms of their agreement are ongoing, and the outcome could significantly shape future collaboration models between high-end retailers and digital marketplaces.
2024年，美国高端百货零售商Saks Fifth Avenue的母公司Hudson’s Bay Company（HBC）宣布计划将Saks分拆为独立上市公司，并推动其电子商务平台Saks.com与实体门店分离。然而，这一重组计划意外引发亚马逊的强烈反对。原因在于，HBC此前曾与亚马逊达成一项协议，授权后者在Amazon Luxury Stores中独家销售Saks的部分高端品牌商品。如今，随着Saks即将独立运营，亚马逊担心其在奢侈品电商领域的战略布局将受到冲击，尤其是新公司可能收回品牌授权或转向竞争对手平台。亚马逊向相关监管机构提交了正式异议，认为该分拆可能违反双方此前的商业协议，并削弱消费者在亚马逊平台上获取高端商品的便利性。分析人士指出，这起争议凸显了传统零售巨头在数字化转型过程中与科技电商平台之间日益复杂的合作关系。Saks试图通过分拆提升估值并聚焦线上增长，而亚马逊则希望巩固其在奢侈品电商领域的地位。目前，双方仍在就协议条款进行谈判，未来走向将对高端零售与电商平台的合作模式产生深远影响。
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