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Fulfillment by eBay

eBay introduced Managed Delivery, a fulfillment service not unlike Fulfillment by Amazon (FBA), enabling sellers to store, pack and ship their products through logistics partners managed by eBay. Replicating what drove sellers to use FBA is the hardest challenge eBay will have to solve.

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eBay Marketplace Shrinks

eBay reported $21.5 billion in GMV in Q1, down -4% year-over-year from $22.5 billion on an as-reported basis and -1% on a foreign exchange (FX) neutral basis. Further, for the last four quarters, sold-item growth was 0% – zero percent.

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Shopify Will Be Bigger Than eBay

Shopify will be bigger than eBay by as early as 2021. Shopify handled $41.1 billion in sales volume in 2018, an increase of 56% over 2017. On the other side of the ring, eBay did $89.83 billion, an increase of just 7%.

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eBay Growth Paradox

eBay wants new shoppers which don't want eBay, but to provide the eBay they would want, eBay loses existing shoppers. Pick one.

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Marketplaces Power Law

On marketplaces there is a distribution with a small number of really big sellers and a long tail of sellers that provide product breadth and liquidity. That distribution looks like a power law.

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Marketplaces Year in Review 2018

The Year in Review looks at the state of marketplaces and their challenges, and makes predictions on what’s to come next year. It’s a deep-dive report built on our research, highlighting more than twenty different metrics and the context surrounding them.

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The Challenge of eBay Guaranteed Delivery

According to our research of the 800 million items on eBay, 18 million are available with 3-day guaranteed delivery, 8 million are available with 2-day guaranteed delivery, and close to 2 million are available with next day 1-day guaranteed delivery.

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Adidas is Winning on eBay

Without much fanfare Adidas appears to have become the most successful direct-to-consumer brand on eBay. The adidas_official seller joined eBay in September 2016, and have since grown to be one of the Top 50 eBay sellers.

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eBay Dreams of Brands

In a conversation about the future of retail eBay is rarely brought up. Despite the $36 billion in sales in the US, three times that of Walmart e-commerce, it has lost relevance in the battle to dethrone Amazon. Things continue to be sold in large quantities on eBay, but in a way which often brands don't care about.

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The Best iPhone out of 10,000

Devin Wenig, CEO of eBay, said "Nobody wants to go through 10,000 iPhones. Show me the four best options." eBay is correct that the way eBay functions today is not how most people shop.

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