此次裁员发生在 eBay 宣布以约 12 亿美元（IT之家注：现汇率约合 82.46 亿元人民币）收购二手服饰平台 Depop 之后不久，该收购旨在吸引年轻用户群体。 此外，公司第四季度业绩表现强劲，营收同比增长 15%，达到 30 亿美元（现汇率约合 206.14 亿元人民币），高于市场预期。 IT之家 2 月 26 日消息，今天晚间，据彭博社报道，eBay 宣布将裁员约 800 人，占全职员工总数约 6%，以配合公司的战略重点。 eBay 方面表示，公司正在重新配置资源并优化组织架构，因此部分岗位将受到影响，将为受裁员影响的员工提供必要支持，并继续在关键业务领域招聘人 才。 这是 eBay 过去三年来的第三轮裁员。2024 年初，公司裁员约 1000 人，占员工总数约 9%，原因是劳动力成本增长快于业务扩张。2023 年初，公司裁员约 500 人，占员工总数约 4%，当时公司表示疫情期间的线上购物热潮消退，导致消费者支出减少。 ...

ToplineE-commerce giant eBay, known for second-hand goods, is laying off 800 jobs worldwide, representing about 6% of its workforce, in an effort to “reinvent” its business, the company said in a statement Thursday, just one week after announcing its acquisition of fashion marketplace Depop for $1.2 billion in cash. (Photo by Justin Sullivan/Getty Images)Getty ImagesKey FactseBay’s stock is down about 2% year-to-date and about 10% over the past month, based on its price ($85.33) on Thursday morning. It’s un ...

I love going to prison with Andrew Glazier. Glazier is the CEO of Defy Ventures, a Los Angeles-based nonprofit running entrepreneurship training programs in prisons across eight states. And twice now, I’ve tagged along at Defy events, including a New York coaching day and a California pitch competition. As you might expect, there are all sorts of rules in prison: first names only, no promises, no asking ‘what you’re in for,’ high-fives and fist bumps. But I’d argue there’s one rule that matters above the ot ...

For full-year 2025, Baker said Depop generated $1.1 billion in GMS and $187 million in revenue , and that Depop’s lower take rate and negative adjusted EBITDA margins reduced consolidated take rate by 80 basis points and consolidated adjusted EBITDA margin by 350 basis points in 2025.CFO Lanny Baker said the sale is expected to close in Q2 2026 , subject to regulatory approval and other closing conditions, with cash consideration paid at closing. Etsy plans to use the proceeds for general corporate purposes ...

US online marketplace eBay has agreed to acquire fashion resale platform Depop from Etsy in a $1.2bn cash deal. The transaction is expected to close in the second quarter of 2026. Depop will continue to operate under its existing name, brand identity, platform and culture after the acquisition. Depop operates as a mobile-first consumer-to-consumer (C2C) fashion marketplace. It generated approximately $1bn in annual gross merchandise sales (GMS) in 2025, with nearly 60% year-on-year growth in the US. ...

Etsy (NasdaqGS:ETSY) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBryan Smilek - VP of Internet Equity ResearchDeb Wasser - VP of Investor RelationsJason Helfstein - Managing Director and Head of Internet ResearchKruti Patel Goyal - CEOLanny Baker - CFOConference Call ParticipantsDeepak Mathivanan - Senior Internet Research AnalystJohn Colantuoni - Equity Research AnalystKen Gawrelski - Managing Director and Senior Internet AnalystMichael Morton - Senior Research AnalystRick Patel ...

Etsy (NasdaqGS:ETSY) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBryan Smilek - VP of Internet Equity ResearchDeb Wasser - VP of Investor RelationsJason Helfstein - Managing Director and Head of Internet ResearchKruti Patel Goyal - CEOLanny Baker - CFOConference Call ParticipantsDeepak Mathivanan - Senior Internet Research AnalystJohn Colantuoni - Equity Research AnalystKen Gawrelski - Managing Director and Senior Internet AnalystMichael Morton - Senior Research AnalystRick Patel ...

Financial Data and Key Metrics Changes - Consolidated GMS for Q4 2025 was $3.6 billion, up 2.4% year-over-year, excluding Reverb, and up 1.3% year-over-year on a currency-neutral basis [19] - Consolidated revenue reached $882 million, up 6.6% year-over-year, marking a new quarterly record [19] - Adjusted EBITDA was $222 million, with a consolidated adjusted EBITDA margin of 25.2% [19] - Etsy Marketplace adjusted EBITDA margin was slightly above 30% in Q4, though lower year-over-year due to higher costs [20] Business Line Data and Key Metrics Changes - Etsy Marketplace GMS was up 0.1% year-over-year in Q4, marking the first positive comparison since Q3 2023 [20] - U.S. buyer GMS grew 0.3% year-over-year, the first quarter of positive growth in four years [21] - Home and living category returned to positive year-over-year GMS growth, driven by high average order value subcategories [22] - Mobile app contributed 46% to total GMS in Q4, with app GMS growth accelerating [22] Market Data and Key Metrics Changes - Trailing twelve-month active buyer count in the U.S. increased slightly from Q3 to Q4, with active buyers largely flat sequentially at 86.5 million [24] - 6.8 million new buyers and 10.4 million reactivated buyers were added, totaling 17.2 million gross additions, up 2.7% year-over-year [24] - Active sellers increased to 5.6 million, up 1.5% sequentially, reflecting growth in both U.S. and international sellers [25] Company Strategy and Development Direction - The company signed a definitive agreement to sell Depop to eBay for $1.2 billion, allowing a focus on growing the Etsy marketplace [3] - Strategic priorities include improving buyer-seller matching, enhancing customer loyalty, and leveraging human connection to differentiate Etsy [9] - The company aims to optimize for inspiration and ongoing engagement rather than just conversion [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the changes made, noting that the trajectory is improving with a return to growth in the core marketplace [11] - The company anticipates Q1 2026 GMS to be in the range of $2.38 billion to $2.43 billion, representing year-over-year growth of approximately 2%-4% [33] - Management highlighted the importance of AI technology in enhancing the shopping experience and driving growth [13] Other Important Information - The company plans to use proceeds from the Depop sale for general corporate purposes, share repurchases, and investment in the Etsy marketplace [26] - Etsy's cash position as of December 31 was $1.8 billion, with $735 million in adjusted EBITDA generated in 2025 [31] Q&A Session Summary Question: What changed in Q4 regarding buyer acquisition and reactivation? - Management noted that cumulative investments in product experience, app usage, and personalized marketing contributed to improved buyer metrics, indicating sustainable trends [38][39] Question: What are the key drivers of sustaining GMS growth through 2026? - The company emphasized a system of strategic priorities focused on discovery, matching, loyalty, and differentiation to drive durable growth [44] Question: How is the company addressing the competition from agentic platforms? - Management acknowledged the early days of agentic platforms but expressed optimism about their potential as a valuable discovery channel, highlighting the importance of understanding buyer intent [56][58]

Core Viewpoint - eBay aims to expand its presence in the Gen Z market by acquiring the secondhand fashion marketplace Depop from Etsy for approximately $1.2 billion in cash [1][6]. Group 1: Acquisition Details - The acquisition is expected to close in the second quarter and has been unanimously approved by the boards of eBay and Etsy [8]. - eBay plans to pay for the acquisition in cash, while Etsy intends to use the proceeds for general corporate purposes, share repurchases, and investment in its core marketplace [6]. Group 2: Market Position and Demographics - As of December 31, 2025, Depop had 7 million active buyers, with nearly 90% under the age of 34, and over 3 million active sellers [4]. - eBay's CEO Jamie Ianonne expressed confidence that Depop will be better positioned for long-term growth as part of eBay, benefiting from its scale and operational capabilities [3]. Group 3: Market Reaction - Following the announcement of the acquisition, eBay's shares rose by more than 7%, while Etsy's shares increased by nearly 15% in after-hours trading [9].

NEW YORK (AP) — Online seller eBay wants a bigger share of the Gen Z market. The online seller has agreed to purchase secondhand fashion marketplace Depop from Etsy for about $1.2 billion in cash, the companies said Wednesday. The deal comes at a time when used clothing has become increasingly popular, sought out by shoppers searching for unique items that cost less than new ones and keep the old stuff from heading to the landfill. In a statement, eBay's CEO Jamie Ianonne said that the acquisition is a ...