While an improving economic environment is certainly a positive for eBay, investors have to be concerned about the eBay’s competitive positioning versus Amazon.
Despite the current challenging retail environment, eBay’s traffic appears to be showing moderate growth. eBay may be the beneficiary of consumers more aggressive attitude towards finding bargains.
While ecommerce sales may have been slightly better than overall retail sales, it appears that eBay was not one of the big winners this holiday season.