One e-commerce stock is handily outperforming the broad market, but it remains overshadowed by larger competitors.The e-commerce industry is jam-packed with competition.Niche marketplaces such as Etsy and Wayfair have managed to fend off competition from larger industry stalwarts Amazon and Walmart. Moreover, platforms like MercadoLibre and PDD Holdings have proved to be formidable players overseas.But there is one e-commerce marketplace stock that deserves consideration for your portfolio right now. Amidst ...

Company and Industry Overview * **Company**: eBay Inc. (NASDAQ:EBAY) * **Industry**: E-commerce, Online Marketplaces * **Scale**: $73 billion GMV, 132 million buyers, operating in 190 countries * **Focus**: Non-new in season products (90% of sales), enthusiast buyers, three pillars of relevant experiences, scale, and magical innovation Core Views and Arguments * **Strategic Priorities**: * **Focus Categories**: Drive growth in key categories with leading customer satisfaction experiences. * **Scale**: Leverage the platform's scale for robust payments, advertising, international shipping, etc. * **Magical Innovation**: Utilize generative AI to create seamless experiences and unlock TAM across C2C and B2C. * **AI and Innovation**: * **Magical Listings**: AI-generated product descriptions and enhanced images. * **Fashion**: AI-driven features like size saving and personalized recommendations. * **Explore**: AI-powered personalized shopping suggestions. * **Internal Applications**: AI in customer service, engineering, and legal teams. * **Consumer Landscape**: * **Challenges**: Elevated inflation, interest rates, and consumer sentiment pressure. * **Benefits**: Non-new in season products, value and trust, sustainability. * **Execution**: Positive GMV growth and sequential improvement. * **Enthusiast Buyers**: * **Behavior**: High spend, cross-category shopping, repeat business. * **Investment**: Full funnel marketing, partnerships, and community engagement. * **Focus Categories**: * **Growth**: 4% growth in focus categories, 30% of business. * **Drivers**: Leading CSAT, authentication, personalized experiences. * **Investment**: Continued investment in existing categories and new launches. * **Competitive Landscape**: * **Advantages**: Scale, organic traffic, cross-category shopping, community. * **Strategic Capital Allocation**: Focus on differentiation, innovation, and monetization. * **Advertising**: * **Current**: 2.3% penetration, growing. * **Opportunities**: Seller penetration, listing penetration, ad rate optimization, new products. * **Take Rate**: * **Current**: [Indiscernible], positive momentum. * **Drivers**: Third-party advertising, financial services, shipping. * **Investments**: * **Focus Categories**: Continued investment in existing categories and new launches. * **Geo-Specific Investments**: C2C in Germany, Imperial Fashion in the UK. * **Horizontal Investments**: Trust, friction reduction, generative AI. * **Monetization**: Financial services, first-party advertising, eBay international shipping. * **M&A Philosophy**: * **Focus**: Core business investments, build by partner framework. * **Acquisitions**: Sneaker Con, myFitment, TCGplayer, Goldin Auctions, 3PM Shield. * **Minority Equity Stakes**: * **Returns**: $7.3 billion returned to shareholders since Q1 2022. * **Adevinta**: Significant shareholder value creation. * **Balance Sheet**: * **Financial Architecture**: Strong margins, best-in-class balance sheet. * **Capital Allocation**: Maintaining investment grade, gross debt to EBITDA, and EBITDA to net. * **Leverage**: Gross leverage at 3.2 times, targeted at 3.0. Other Important Points * **Sustainability**: Focus on non-new in season products and sustainability initiatives. * **Generative AI**: Exciting opportunities for future growth and innovation. * **Long-term Vision**: Leverage TAM in non-new in season products and generative AI to drive long-term growth and shareholder value.

eBay (EBAY) has gained 34.1% year to date, outperforming the industry’s return of 10.6%. It has also outpaced the Zacks Retail-Wholesale sector’s rally of 11.3% and the S&P 500 index’s increase of 17.2%.The company has been benefiting from strength in its e-commerce business model. Growing momentum in its online marketplace, which engages numerous sellers and buyers, is a positive.Increasing demand for eBay’s refurbished products and strength across its collectible offerings are acting as tailwinds.Growth i ...

The Endless Runway shows will make eBay's wide selection of pre-owned designer clothing and accessories immediately shoppable, while tapping into the global demand for circular fashion. Curated and styled by fashion creative Wisdom Kaye and hosted by fashion writer Liana Satenstein in New York with eBay's Pre-Loved Style Director Amy Bannerman supported by live host Leomie Anderson in London, the Endless Runway shows are accessible to shoppers based in the US and UK, respectively, via eBay Live."eBay has be ...

eBay TodayEBAYeBay$55.81 -0.71 (-1.26%) 52-Week Range$37.17▼$57.68Dividend Yield1.94%P/E Ratio11.12Price Target$56.65Add to WatchlistInvestors were receptive to certain aspects of eBay's NASDAQ: EBAY recent quarterly earnings report. Some of the veteran e-commerce sector metrics showed modest improvement, which was enough to drive the stock's outperformance compared to eBay’s analyst community’s expectations. However, a significant challenge lies ahead for eBay as it faces intense competition in the e-comme ...

It's future potential that counts, however, not trailing performance.Investors liked some of what they heard with eBay's (EBAY 1.04%) latest quarterly earnings release. A few of the e-commerce veteran's numbers were mildly encouraging -- at least, enough to help the stock outperform the S&P 500 index since they were published at the end of July.One big challenge is that the company is hardly the only e-commerce operator battling to earn your consumer dollar. Will it do well in that endless fight? Let's expl ...

eBay (EBAY) reported $2.57 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 1.3%. EPS of $1.18 for the same period compares to $1.03 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.53 billion, representing a surprise of +1.79%. The company delivered an EPS surprise of +4.42%, with the consensus EPS estimate being $1.13.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-37713 eBay Inc. (Exact name of registrant as specified in its charter) Delaware 77-0430924 (State or other jurisdiction of i ...

As eBay looks to reach Generation Z and millennials, the online marketplace is turning to pay-by-bank to meet younger customers’ eCommerce expectations.On a call with analysts Wednesday (July 31) discussing the company’s second-quarter earnings results, CEO Jamie Iannone said the company’s integration of Venmo payments has yielded positive results.“Venmo’s mobile-first checkout experiences and strong adoption among Gen Z and millennial audiences are particularly appealing as we continue to broaden our reach ...

eBay Inc. (EBAY) reported second-quarter 2024 non-GAAP earnings of $1.18 per share, which beat the Zacks Consensus Estimate by 4.4%. The bottom line increased 15% year over year.Net revenues of $2.57 billion surpassed the Zacks Consensus Estimate by 1.7%. The figure increased 1% from the year-ago quarter on a reported basis and 2% on an FX-neutral basis.Strengthening momentum across advertising offerings of EBAY was a tailwind.eBay’s first-party advertising products generated revenues of $384 million, up 12 ...