We kicked off the week with a deeper look at what eBay’s GMV actually measures and a pre-earnings review of Q3 developments ahead of eBay’s first results incorporating Depop.
eBay reported another quarter of stronger-than-expected results in Q3 2026, with growth led by collectibles, C2C selling and eBay Live even as organic growth slowed and marketing costs rose amid layoffs.
eBay Q3 2026 earnings beat expectations as Depop and Live fuel growth, while organic growth slows and marketing costs rise amid layoffs.
Value Added ResourceLiz Morton
USPS published new guidance outlining plans for a weekly variable fuel surcharge on domestic packages Etsy’s marketplace growth accelerated in Q3 2026, with active buyers increasing year over year for the first time in two years as improvements to search and personalization helped drive stronger sales, while advertising boosted revenue and customers continued to make purchases less frequently. Etsy is updating its Terms of Use and Privacy Policy to explicitly allow the company and authorized third parties to use seller-uploaded content to train artificial intelligence models, while tightening restrictions on how outside companies can use marketplace data and deploy AI shopping agents. eBay is expanding its Ship with eBay managed shipping program to higher-value listings, loosening eligibility criteria and introducing new drop-off options, even as some sellers report the program overriding Mercari is bringing its Japanese authentication service to US buyers through the Global App, adding both optional and mandatory authenticity checks for trading cards, sneakers and luxury goods as cross-border business continues to expand. Fashion VP Alexis Hoopes has departed eBay to join The RealReal as Chief Merchandising Officer, overseeing merchandising Amazon’s extended holiday return policy will once again begin November 1st for 2026, with eligible purchases returnable through the end of January. This year, the company is also telling sellers they can expect the same policy going forward. Thanks for reading! Enjoying this newsletter? Forward to a friend and let them know where they cansubscribe.📧 Never miss a headline – make Value Added Re
Etsy Q3 buyer growth returns after two years as search changes affect product visibility and advertising revenue climbs.
Value Added ResourceLiz Morton
Etsy’s new terms expand AI training rights over seller content, restrict unauthorized AI use, and raise questions about seller opt-out rights.
Value Added ResourceLiz Morton
Mercari expands Japan authentication to US & Taiwan Global App buyers with optional & mandatory checks for trading cards, sneakers & luxury goods.
Value Added ResourceLiz Morton
Amazon extends 2026 holiday returns through January 31 and says the November 1 start will now apply every year.
Value Added ResourceLiz Morton
Liz Morton
