SenesTech, Inc. (NASDAQ: SNES) announced that it will now manage the sale and fulfillment of its Evolve Rat and Evolve Mouse products directly on Amazon, ending the third‑party arrangement that had been in place for several years. The transition began on the day of the announcement, February 10, 2026, and will allow the company to oversee pricing, inventory, and customer communication for the two best‑selling rodent‑control items.
The decision is part of SenesTech’s broader strategy to strengthen its direct‑to‑consumer (DTC) channel. By eliminating Amazon’s fulfillment fees—estimated at roughly 15 % of sales revenue—the company expects to lift gross margins on the Evolve line, which already commands a high margin of around 65 %. Management said the move will also give SenesTech deeper insight into buying patterns and enable real‑time pricing adjustments that were previously constrained by Amazon’s platform rules.
SenesTech’s e‑commerce business accounted for more than 50 % of total revenue in 2025, with Amazon representing a significant share of that channel. In Q3 2025, e‑commerce revenue grew 55 % year‑over‑year, driven by double‑digit growth in Amazon sales. The company’s CFO noted that the shift to direct control is expected to improve cash flow and reduce operating costs, a priority that has guided the firm since its 2025 financing round. Interim COO Michael Edell said, “Managing Amazon sales internally will give us greater visibility into customer engagement and allow us to align our messaging, data, and operations more closely.”
SenesTech is also navigating a leadership transition. President and CEO Joel Fruendt has announced his retirement, with a search for a successor underway and a transition deadline of June 30, 2026. The timing of the Amazon shift coincides with this executive change, underscoring the company’s intent to solidify its DTC foundation before new leadership takes the helm.
The move positions SenesTech to capture a larger share of the high‑margin Evolve product revenue, improve operational efficiency, and build a more direct relationship with its customers. Analysts will likely view the decision as a positive step toward higher profitability, while investors will monitor the company’s ability to execute the transition and maintain momentum in its core product line.
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