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Industry Landscape

The e-commerce industry, particularly online marketplaces, is experiencing robust growth driven by increasing digital adoption and diverse consumer needs. There's a strong trend towards interactive shopping experiences (live commerce), sustainability (refurbished goods), and niche markets (collectibles). Competition remains intense, pushing platforms to innovate in trust, authenticity, and personalized user experiences. Mobile shopping continues to dominate, while supply chain resilience and data privacy are key challenges.

Industries:
E-commerceMarketplaceOnline RetailBargain HuntingCollectibles

Total Assets Under Management (AUM)

E-commerce Sales in United States

~Approx. $1.15 trillion (2023)

(11.1% (2023) CAGR)

Growth driven by:

- Increased online consumer spending.

- Expansion of mobile commerce.

- Rise of niche online marketplaces.

Total Addressable Market

Approx. $1.15 trillion

Market Growth Stage

Low
Medium
High

Pace of Market Growth

Accelerating
Deaccelerating

Emerging Technologies

Live Commerce & Experiential Shopping

Integrating real-time video streaming with e-commerce, allowing for interactive product demonstrations, auctions, and direct engagement between sellers and buyers.

AI-Powered Personalization & Authenticity

Utilizing artificial intelligence for hyper-personalized product recommendations, enhanced search, fraud detection, and advanced authenticity verification for high-value items.

Blockchain for Supply Chain Transparency

Leveraging distributed ledger technology to ensure end-to-end transparency, traceability, and immutability of product origins and transaction histories, especially for collectibles and luxury goods.

Impactful Policy Frameworks

INFORM Consumers Act (2022)

The Integrity, Notification, and Fairness in Online Retail Marketplaces for Consumers Act requires online marketplaces to verify and disclose certain high-volume third-party sellers' information to consumers.

This policy increases transparency and accountability for third-party sellers on eBay, enhancing consumer trust but potentially adding compliance burdens for sellers.

California Consumer Privacy Act (CCPA) (2018, amended by CPRA 2020)

The CCPA grants California consumers new rights regarding their personal information, including the right to know, delete, and opt-out of the sale of their data, with CPRA expanding these rights and creating a new enforcement agency.

eBay must continually update its data privacy practices and user controls to comply with evolving consumer data rights, affecting personalized advertising and data management.

Online Sales Tax Laws (various states, post-Wayfair decision 2018)

Following the South Dakota v. Wayfair, Inc. Supreme Court decision, states can require out-of-state online retailers, including marketplace facilitators, to collect sales tax, even if they don't have a physical presence in the state.

eBay, as a marketplace facilitator, is now responsible for collecting and remitting sales taxes in many states, adding complexity to its transaction processing and compliance.

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