Purchase Intent growth is slowing, and Consumer Happiness is low.
eBay sentiment is 63% positive — much lower vs. platforms AMZN (70%), ETSY (80%), and SHOP (85%).
What is driving Negative Sentiment for eBay?
Consumer mentions often reference logistical issues (in buyer/seller fulfillment), unexpected fees, and low-quality items.
Shopify and Etsy could prove to be viable threats to eBay long-term, as Shopify makes it easy to set up an eCommerce platform and ETSY offers a platform with a better-reported consumer experience
One positive tailwind is worth noting. EBAY is well-positioned to capitalize on rising consumer interest in collectibles from trading cards to luxury items. Trading card active buyers doubled in the U.S. last quarter.
Total mentions volume for NFTs has increased exponentially in the last year.