EBAY · Earnings call · 2026Q2T · Full report

Competition and Market Share

EBAY INC · 2026-08-05 · Importance 50 · Surprise 24

Management said eBay Live is gaining share in all seven markets where it operates, based on growth and available market benchmarks. eBay views C2C fashion in the U.S. as significantly underpenetrated, with online pre-loved fashion penetration in the low single digits compared with materially higher levels in Europe. Management characterized eBay’s more than $10 billion fashion business, scaled trust capabilities and broad inventory as a strong competitive position. It also said growth at Depop was incremental to eBay’s existing C2C growth, suggesting an expanding addressable market rather than direct substitution.