EBAY · 10-Q · 2026Q3 · Full report

Market Demand Trends

EBAY INC · 2026-10-29 · Importance 60 · Surprise 40

GMV increased 15% year over year to $23.2 billion in the third quarter of 2026 and 16% to $67.8 billion for the first nine months. Growth was driven by continued execution of strategic initiatives and improved U.S. consumer demand. Focus Categories, C2C and Recommerce—including pre-owned and refurbished goods—grew faster than the rest of the Marketplace, with particularly strong performance in Collectibles, Motors, Fashion and Refurbished. In the U.S., growth across major categories was led by Collectibles, Electronics and Fashion, including Depop.

Key facts

• eBay’s GMV was $23.166 billion for the three months ended September 30, 2026, compared with $20.105 billion in the same period of 2025. source
• eBay’s GMV was $67.761 billion for the nine months ended September 30, 2026, compared with $58.372 billion in the same period of 2025. source
• eBay’s GMV growth in the three- and nine-month periods ended September 30, 2026 was primarily driven by strategic initiatives and improved U.S. consumer demand. source
• GMV growth in eBay’s Focus Categories, C2C and Recommerce outpaced the rest of its Marketplace, with particularly strong performance in Collectibles, Motors, Fashion and Refurbished. source
• eBay connects buyers and sellers in more than 190 markets and provides sellers access to 147 million buyers worldwide. source