Growth ChallengesEBAY delivered disappointing results and guidance, underscored by slowing GMV trends and early signs of margin pressure.
Macroeconomic HeadwindsThe 1Q gross merchandise volume outlook was below consensus estimates, reflecting continued macroeconomic headwinds, including pressure in the UK and Germany.
Market SentimentThe investment community is bound to be disappointed with both the 1Q and FY25 outlook, especially considering the recent TAM expansionary announcements.