AMAZON.COM, INC. | Report on how U.S. immigration policy and enforcement impacts Amazon at AMAZON.COM, INC.

Status
Omitted
Previous AGM date
Resolution details
Company ticker
AMZN
Resolution ask
Report on or disclose
ESG theme
  • Social
ESG sub-theme
  • Other
Type of vote
Shareholder proposal
Filer type
Shareholder
Company sector
Consumer Discretionary
Company HQ country
United States
Resolved clause
Resolved: Request the Board of Directors provide a publicly available report on how U.S. immigration policy and enforcement impacts Amazon.com Inc.’s (“the Company”) operations.
Supporting statement
Supporting Statement: Studies show the presence of H-1B workers in a company boost innovation, patents, and productivity.1 These foreign skilled workers play a significant role in Amazon’s operations; it was the largest sponsor of H-1B worker visas in fiscal year 2025, employing over 10,000 workers with the visa.2 In September 2025, President Trump issued a proclamation raising the annual fee on skilled foreign workers from $215 to $100,000.3 We believe the impacts of this proclamation on Amazon’s operations and future success could be significant. The Company has not disclosed to shareholders how it plans to move forward either without these skilled workers or how it plans to bear the economic strain from the new fees. H-1B recipients are not the only foreign workers impacted by immigration policy changes. After the Trump administration canceled some humanitarian immigration programs in summer 2025, reports surfaced of multiple Amazon facilities laying off hundreds of workers at once. 4 These workers were in high demand by Amazon and many had earned praise from management, providing key support in high volume times such as Prime Day or the holidays.5 Immigration policy changes could drive up transportation costs for Amazon. Amazon owns over 40,000 semitrucks and 70,000 dry van trailers and works with independent long haul trucking companies as part of their supply chain ecosystem. 6 Truckers have been targeted by the current administration, with the State Department halting the issuance of worker visas for commercial truck drivers in August 2025,7 as well as an executive order in April 2025 which introduced regulations that make it difficult for certain immigrants to operate large vehicles.8 The Department of Transportation threatened to withdraw federal funding from certain states if they do not revoke commercial driver’s licenses from non-U.S. 1 https://www.cato.org/blog/dont-ban-h-1b-workers-they-are-worth-their-weight-patents 2 https://www.americanimmigrationcouncil.org/blog/trump-100000-fee-h-1b-visa/ 3 https://www.cnn.com/2025/09/20/business/h-1b-fee-trump-immigration-workers 4 https://www.nytimes.com/2025/07/11/technology/trump-immigration-amazon-warehouses.html 5 https://www.nytimes.com/2025/07/11/technology/trump-immigration-amazon-warehouses.html 6 https://capitaloneshopping.com/research/amazon-logistics-statistics/; https://www.sec.gov/ix?doc=/Archives/edgar/data/0001018724/000110465925033442/tm252295- 1_def14a.htm 7 https://x.com/SecRubio/status/1958644528253948015 8 https://calmatters.org/economy/2025/11/immigrant-drivers/ residents that were determined to be “improperly issued.”9 The trucking industry already faces a driver shortage, and with 18% of professional drivers being born abroad, there are concerns that this will strain the supply chain and increase transportation costs.10 Domestically sourced produce plays a large part in Amazon’s Whole Foods supply chain; 25% of produce sold in Whole Foods stores comes from local farms, local being defined as within a certain mile radius or bordering states. 11 Immigrants are increasingly relied upon within domestic farms. One study found that unauthorized immigrant crop farmworkers account for 42% of hired crop farmworkers and 25% of all agricultural workers in the United States.12 A labor shortage due to deportations in the agricultural sector could lead to lower yields and higher costs for consumers and sellers.13 We urge fellow shareholders to vote FOR this proposal.

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