eBay Sees Collectibles, Live Commerce and AI Powering Its Next Growth Phase

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eBayNASDAQ: EBAY outlined its strategy for expanding growth in collectibles, consumer-to-consumer selling, recommerce, live commerce and vehicles during a conference fireside chat featuring Chief Executive Officer Jamie Iannone and Chief Financial Officer Peggy Alford.

Iannone said the company has sharpened its focus around categories and marketplace activities where it sees the strongest momentum. He said approximately 70% of eBay’s business is tied to focus categories, consumer-to-consumer, or C2C, activity, and recommerce. Collectively, those areas grew 20% in the second quarter

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The CEO also pointed to investments in artificial intelligence, trust tools and shipping capabilities as foundational components of the company’s strategy. He said newer businesses including eBay Live and vehicles are adding growth opportunities, with the vehicles business reaching “hundreds of millions of dollars of run rate.”

Consumer trends and marketplace differentiation

Alford said the company continues to see greater consumer resilience in the United States than in international markets. However, she said eBay’s platform can appeal both to enthusiasts making discretionary purchases and to value-oriented shoppers seeking deals through recommerce.

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“We tend to thrive in environments when the economy’s doing really well, as well as in times when it’s tougher,” Alford said, citing the diversity of the company’s marketplace.

Iannone said eBay’s competitive position is supported by its scale, including 2.6 billion listings, 136 million buyers and 30 years of marketplace data. He said 90% of the company’s listings are “non-new in-season” goods, creating inventory that may not be readily available elsewhere online.

He also highlighted the company’s authentication, vehicle fitment and transaction-support services. These include Authenticity Guarantee in categories such as watches, sneakers and handbags, eBay Guaranteed Fit for motors parts and accessories, and vehicle-related services such as financing, delivery and title transfer.

Collectibles, live commerce and C2C growth

Alford said growth in eBay’s focus categories has been broad-based, with particular strength in collectibles. Trading cards have performed especially well, she said, alongside toys and coins. eBay has developed trust and friction-reduction tools for trading cards, acquired TCGplayer and partnered with PSA

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