eBay reported strong Q4 2025 earnings with revenue of $2.97 billion exceeding expectations and GMV growth of nearly 10% in the US. The company announced a $1.2 billion acquisition of Depop, a secondhand clothing marketplace, to capture Gen Z and Millennial customers. Three growth engines are driving eBay: advertising revenue approaching $2 billion annually, recommerce accounting for 40% of GMV, and the strategic Depop acquisition. However, some Q4 growth was commodity-driven and cyclical, gross margins declined, and the Depop deal is expected to dilute EPS until 2028.

KeyBanc Capital Markets analyst Ashley Owens maintains a Sector Weight rating on Etsy after the company agreed to sell Depop to eBay for $1.2 billion. While the sale allows Etsy to focus on its core marketplace and return capital to shareholders, Owens remains cautious about Etsy's ability to revive core GMS growth, which remains unproven.

U.S. stocks declined Thursday as President Trump hinted at potential military intervention in Iran, boosting crude oil to 7-month highs. The S&P 500 fell 0.3%, Nasdaq 100 and Dow Jones each dropped 0.5%. Energy stocks surged 0.8% while financials lagged. Notable movers included Occidental Petroleum jumping 9% on earnings beat, Booking Holdings falling 7%, and Deere & Company gaining 12.6% for its best day since March 2020.

U.S. stock futures declined on Thursday as escalating US-Iran tensions pushed oil prices higher and the Federal Reserve's January meeting minutes revealed disagreements on interest rates. Despite market expectations for two rate cuts by year-end, the CME FedWatch tool shows a 94% probability of unchanged rates in March. Key stocks in focus include DoorDash (up on positive guidance), eBay (up on strong earnings and Depop acquisition), and Walmart (down ahead of earnings).

eBay announced the acquisition of secondhand fashion marketplace Depop from Etsy for approximately $1.2 billion in cash, signaling aggressive expansion into the fast-growing recommerce space targeting younger demographics. The deal was accompanied by strong Q4 2025 earnings with revenue of $3 billion (15% YoY growth), adjusted EPS of $1.41 beating expectations, and GMV of $21.2 billion. eBay shares surged over 8% in after-hours trading, with the company also raising its dividend by 7% and authorizing an additional $2 billion for share repurchases.

Etsy shares surged 14.83% in after-hours trading following the announcement of a definitive agreement to sell its fashion marketplace Depop to eBay for approximately $1.2 billion in cash. Etsy plans to use the proceeds for general corporate purposes, share repurchases, and core marketplace investments. The transaction is expected to close in Q2 2026 and has been unanimously approved by both boards.

Matt Frankel discusses three stocks he is considering adding to his portfolio as 2026 begins, despite the stock market being near all-time highs. The article identifies long-term investment opportunities in the current market environment.

Etsy Inc. is showing renewed momentum after a sluggish 2025, with its Momentum score surging from 32.82 to 47.16 in a week. The e-commerce platform announced a $750 million share repurchase program and is trending upward within its 52-week range, signaling potential consolidation and fresh market interest.

Kroger, Lululemon, and Etsy have announced significant share repurchase authorizations totaling billions of dollars, with buyback capacity equal to 5% or more of their market capitalizations. While these programs signal management confidence and can boost per-share metrics, the companies face mixed outlooks: Kroger maintains strong execution with 14.4% LTM buyback yield, Lululemon struggles with weak growth forecasts and CEO transition, and Etsy attempts to restore investor confidence after disappointing guidance and leadership changes.

Etsy, an e-commerce platform for unique and handcrafted items, experienced remarkable growth before 2020 but has since struggled with declining merchandise sales and compressed margins, resulting in a 66% stock decline over five years.

A new Vividata consumer study reveals Canadian shopping behaviors during Black Friday and Cyber Monday, highlighting a strategic approach to purchasing that combines digital discovery, second-hand shopping, and significant discount-seeking.

A new Vividata study reveals Canadian shoppers are becoming more strategic, using social media, digital platforms, and value-seeking behaviors to make purchasing decisions during Black Friday and Cyber Monday.