Dan Gallagher

speaker

617 appearances 15 recordings 1 series first heard Sep 2017 last heard Nov 2019

Dan Gallagher’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Why the StubHub Sale Won't Solve All of EBay's Problems · 26 Nov 2019 podcast

In fact, growth there has been slowing.

And it's...

Much, much, much smaller than what Amazon has.

I mean eBay is now doing about $9 billion in revenue from its e-commerce business and Amazon's online retail alone is going to do about $140 billion this year, a little over $140 billion.

And that $140 billion is a 15% growth rate from the year before, whereas eBay's looks like it's more flat to down slightly.

So you've got a vastly different scale.

eBay even sued Amazon or threatened to sue Amazon earlier this year because they were complaining that Amazon was using kind of nefarious means to lure away eBay sellers onto Amazon's own third-party platform.

So there's still a lot of competition between these two companies, but it's

It's extremely – it's not really a balanced competition at all.

Yeah.

I mean they're putting some work into that.

I think they can do things to make the experience being on eBay better.

I think one big challenge is that eBay just doesn't have, you know, what you might call the mind share.

You know, if you're a seller who wants to reach a lot of people, Amazon's really the first and main place to go because nobody else matches that scale.

You know, I think eBay may tend to do well for certain maybe types of products or a certain type of crowd.

There's still a lot of sellers on there.

But, you know, the difference in reach and scale, especially when you add in the fact that Amazon can even ship things for you and that kind of thing, is very, very different.

WSJ Your Money Briefing · Why Uber and Lyft Shares Are Stuck in the Slow Lane · 15 May 2019 podcast

It has.

I mean, both have come down a lot from their IPO prices.

And, you know, there's a lot of concerns that investors have with kind of the business model of ride-hailing.

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