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REAL REPUBLICANS FOR REAL CHANGE

SAD NEWS FOR EBAY BOYCOTT

Posted by zeakster on February 29, 2008

Week 8 Listings Update Shows Acceleration

click to enlarge

According to JPMorgan analyst Imran Khan, week 8 listings data and YTD listings data to 25 February 2008 continue to exceed estimates. “On a reported basis, we have tracked 402.5M listings on eBay’s sites, up 11.0% Y/Y, ahead of our estimate of 5% growth for the quarter. Excluding China, listings are tracking up 11.9% Y/Y.”

Well past the halfway mark for Q108, I think it is safe to say we will see a third consecutive quarter of accelerating listings growth. While 11% Y/Y growth is still far from the 35% Y/Y peak eBay reached in Q206 (prior to a prolonged growth deceleration), it is nevertheless an early indication that changes made to the buyer and seller experience are starting to show results.

Update: At the request of our “resident eBay critic” (in the most positive sense of the title), I include the same chart but only including U.S. listings (which currently account for about 44% of the global eBay total). The result is the same, albeit with lower growth rates. I have kept the scale the same for easier comparison.

 

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