Bear Stearns eBay Analyst report

I have managed to get my hands on the Investment bank Bear Stearns report on eBay.  I makes pretty interesting reading and I will try and summarise the most interesting parts

The report shows the despite the negative publicity which eBay received last year, the platform is going from strength to strength

• Global Quarter to date listing up 10% year on year
• 1% of seller account for 40% of negative buyer
• eBay hosted 43.4 million listing in the third week of 1Q07
• eBay Total Store + Core listing 64.5million.  Of these 15.6million are listed on eBay express,  a penetration of 24%

eBay UK Statistics

For week ending 19/1/07

Total listings:  6.8 million (Core only)
Year on Year growth: 10%

Category breakdown

• Antiques, YoY -27%, 1% of listings
• Art, YoY NA, >1% of listings
• Automotive, YoY 42%, 8% of listings
• Baby, YoY 12%, 2% of listings
• Book, comics and magazines, YoY 1%, 7% of listings
• Business, office and industrial, YoY 40%, 2% of listings
• Clothes, shoes and accessories, YoY 23%, 15% of listings
• Coins, YoY% 12%, 1% of listings
• Collectables, YoY -9%, 7% of listings
• Computing, YoY 15%, 4% of listings
• Consumer electronics, YoY 32%, 2% of listings
• Crafts, YoY -3%, 2% of listings
• Dolls and Bears, YoY -4%, 1% of listings
• DVD, Film, TV, YoY -15%, 5% of listings
• Health and Beauty, YoY 26%, 3% of listings
• Home and Garden, YoY 47%, 5% of listings
• Jewellery & Watches, YoY 28%, 4% of listings
• Mobile & Home Phones, YoY 7%, 3% of listings
• Music, YoY -26%, 8% of listings
• Musical Instruments, YoY 21%, 1% of listings
• PC and Video Gaming, YoY 21%, 2% of listings
• Photography, YoY 8%, 2% of listings
• Pottery, Porcelain & Glass, YoY 120%, 4% of listings
• Sporting Goods, YoY -36%, 2% of listings
• Sports Memorabilia, YoY -34%, 1% of listings
• Stamps, YoY -74%, >1% of listings
• Tickets & Travel, YoY 1328%, 5% of listings
• Toys & Games, YoY -42%, 3% of listings
• Wholesale & Job Lots, YoY 10%, 1% of listings
• Everything Else, YoY -39%, >1% of listings

Judging by these figures, Ticket and travels is a huge growth area with several other categories performing extremely strongly.

eBay.com Statistics

For week ending 19/1/07

Total Number of listings:  18.4 Million
YoY growth 8%

• Antiques, YoY 0%, 1% of listings
• Art, YoY 7%, 1% of listings
• eBay Motors, YoY 12%, 7% of listings
• Baby, YoY 9%, >1% of listings
• Books, YoY 2%, 4% of listings
• Businessand industrial, YoY 14%, 2% of listings
• Camera and photo, YoY 33%, 2% of listings
• Cell phones, YoY 46%, 3% of listings
• Clothes, shoes and accessories, YoY 13%, 14% of listings
• Coins, YoY% 8%, 2% of listings
• Collectables, YoY -2%, 12% of listings
• Computers and networking, YoY 13%, 3% of listings
• Consumer electronics, YoY 11%, 3% of listings
• Crafts, YoY 3%, 2% of listings
• Dolls and Bears, YoY -1%, 1% of listings
• DVD and movies, YoY 1%, 3% of listings
• Entertainment memorabilia, YoY -14%, 1% of listings
• Gift Certificates, YoY 24%, >1% of listings
• Health and Beauty, YoY 18%, 3% of listings
• Home and Garden, YoY 14%, 5% of listings
• Jewellery & Watches, YoY 10%, 7% of listings
• Music, YoY -3%, 3% of listings
• Musical Instruments, YoY 10%, 1% of listings
• Pottery & Glass, YoY -6%, 2% of listings
• Real Estate, YoY -1%, >1% of listings
• Speciality Services, YoY -3%, >1% of listings
• Sporting Goods, YoY 6%, 4% of listings
• Sports Mem, Cards & Fan Shop, YoY 9%, 5% of listings
• Stamps, YoY 8%, 1% of listings
• Tickets , YoY 9%, >1% of listings
• Toys & Hobbies, YoY 4%, 5% of listings
• Travel, YoY -14%, >1% of listings
• Video Games, YoY 19%, 2% of listings
• Everything Else, YoY -39%, >1% of listings