Ebay Inc. Stock Price, News & Analysis

eBay has appointed fashion stylist Brie Welch as its Resident Stylist and launched the 'eBay Watchlist' trend report. Welch, known for styling high-profile clients like Katie Holmes and luxury brands, will serve as eBay's fashion authority. The Watchlist analyzes shopping behavior from 134 million users across 2.3 billion listings. Notable findings show that nearly 40% of all clothing, shoes and accessories sold on eBay in 2024 were pre-loved, with "vintage" searches exceeding 1200 times per minute. The report highlights key trends including Modern Bohemia, Well Suited, Function First, Dyed in Dusk, and Blue Hues, with significant growth in searches for items like fringe bags (+41%), oversized suits (+87%), and butter yellow dresses (+656%). This initiative aligns with eBay's commitment to circular fashion, following their Pre-Loved Fashion Week launch and "Endless Runway" show.

eBay announced significant leadership changes, with Steve Priest stepping down as CFO and Peggy Alford taking over the position effective May 12, 2025. Priest will remain as an advisor until July 31 to ensure a smooth transition.

The company is also restructuring its leadership to enhance innovation and cross-functional collaboration. Key changes include:

• Jordan Sweetnam appointed as Chief Commercial Officer, leading the newly combined Global Markets and Product organization
• Mazen Rawashdeh to head the unified engineering organization as Chief Technology Officer
• Eddie Garcia, Chief Product Officer, will be departing

These organizational changes aim to accelerate innovation, particularly in AI technologies, deepen team collaboration, and drive operational excellence. The restructuring brings together product and market teams into a more integrated structure, while consolidating Engineering into a single organization.

eBay reported strong Q1 2025 financial results with revenue reaching $2.6 billion, up 1% year-over-year. The company's Gross Merchandise Volume (GMV) grew to $18.8 billion, showing a 2% increase on an FX-Neutral basis.

Key highlights include:

• GAAP earnings per share of $1.06
• Non-GAAP earnings of $1.38 per share
• Operating margins of 23.8% (GAAP) and 29.8% (Non-GAAP)
• Returned $759 million to stockholders through share repurchases and dividends

The company expanded its AI initiatives, including a simplified listing flow and partnership with OpenAI. Notable developments include the Caramel acquisition for automotive transactions, enhanced authentication services in Japan, and integration with Facebook Marketplace. Advertising revenue reached $442 million, representing 2.4% of GMV.

eBay Ventures has awarded Refiberd a $300,000 investment as the winner of eBay's Circular Fashion Innovator of the Year Award. Refiberd's AI system can identify fabric compositions for accurate sorting and recycling, enabling efficient textile-to-textile recycling processes.

The investment is part of eBay's global Circular Fashion Fund, which will provide $1.2 million in total investments by the end of 2025 to support fashion startups focused on circular solutions. The fund partners with major fashion councils including BFC, CFDA, FCG, and AFC to provide mentoring and industry access.

Other country finalists receiving grants of $50,000 include:

• SOJO (UK) - Door-to-door clothing repair service
• MOOT (Germany) - Upcycling solutions for brands
• Shopfront (Australia) - AI-powered fashion resale platform

eBay reported strong Q4 2024 financial results with revenue reaching $2.6 billion, up 1% year-over-year. Gross Merchandise Volume (GMV) increased 4% to $19.3 billion. The company achieved GAAP earnings per share of $1.40 and Non-GAAP EPS of $1.25, with operating margins of 21.1% and 27.0% respectively.

For full-year 2024, revenue grew 2% to $10.3 billion, with GMV up 2% to $74.7 billion. The company returned $3.7 billion to stockholders through share repurchases ($3.1 billion) and dividends ($533 million). Q4 advertising revenue reached $445 million, representing 2.3% of GMV, with first-party advertising products growing 18%.

Key business highlights include expanded AI-powered listing tools, new payment options through Klarna partnership across European markets, and achieving 100% renewable energy usage for controlled facilities one year ahead of schedule.

eBay (NASDAQ: EBAY) has completed its acquisition of Caramel, an end-to-end online automotive transaction solution provider, as announced on February 6, 2025. Caramel's platform offers a comprehensive digital transaction experience for vehicle sales, handling paperwork, ownership transfer, financing, and transportation.

The Los Angeles-based company, founded in 2021, will continue to operate through multiple platforms, including its own site, contracted independent dealers, and various marketplace and auction partners. The integration aims to enhance eBay's automotive marketplace by providing a more secure and transparent vehicle transaction experience. Financial details of the acquisition were not disclosed.

eBay (NASDAQ: EBAY) has announced a definitive agreement to acquire Caramel, an end-to-end online automotive transaction platform. The acquisition, signed on January 11, 2025, aims to enhance eBay Motors by providing a secure and seamless digital transaction experience for vehicle purchases.

Caramel's platform streamlines the entire vehicle sale process, handling paperwork, ownership transfer, financing, and transportation across all US states. The platform operates through its own site and app, independent dealers, and various marketplace partnerships.

Founded in 2021 and headquartered in Los Angeles, Caramel's integration will enable eBay buyers to complete vehicle transactions with enhanced security and convenience. The deal is expected to close in Q1 2025, though financial terms were not disclosed.

eBay has launched 'From The Collection: Margherita Maccapani Missoni,' featuring 35 pre-owned, vintage, and archival pieces from the fashion icon's personal collection. The auction runs through December 12, with bidding starting at $20.02, commemorating when Missoni began shopping on eBay.

The collection includes M Missoni pieces from her time as creative director, vintage items like a '90s Ralph Lauren sweater, and rare Fornasetti Italian ceramics. All proceeds will benefit OAfrica, where Missoni serves as an international ambassador.

This release aligns with eBay's strong position in pre-loved fashion, with 40% of eBay's gross merchandise volume coming from pre-loved and refurbished items. The platform sees "vintage" searches over 1000 times per minute, and M Missoni listings increased over 350% in 2024 compared to 2022.

eBay reported its Q3 2024 financial results, highlighting a 3% increase in revenue to $2.6 billion on both as-reported and FX-Neutral basis. Gross Merchandise Volume (GMV) rose by 2% to $18.3 billion. GAAP and Non-GAAP EPS were $1.29 and $1.19, respectively. GAAP and Non-GAAP operating margins stood at 23.1% and 27.2%. eBay returned $881 million to shareholders, including $750 million in share repurchases and $131 million in dividends. The company launched a redesigned advertising platform, expanded its seller financing options, and introduced AI-powered tools. Total advertising revenue hit $408 million, up 15%. eBay's Q4 guidance projects revenue between $2.53 billion to $2.59 billion and EPS in the range of $0.96 to $1.01 (GAAP) and $1.17 to $1.22 (Non-GAAP).