4. Online retail continues to growat double-digit rates … Online retail outperforming “offline” retail … … even more so in Western Europe Online Online Total Total Online and total retail growth (YoY, %) Source: Euromonitor
5. … but stillaccounting for single-digits of total retail Share of online retail (%) Source: Euromonitor
6. 15 years of EU e-commerce: a crowded market Internet Bubble 1995 2000 2005 2011
7. 2010 25 million eBay sellers globally eBay – still a teenager !
16. Huge opportunity: Taking the “e” out of ecommerce Yesterday Tomorrow Today Online 6% Online 4% Online + Offline Web-influenced offline 37% Offline Offline 96% 2008 = $325B 2013 = $10T Source: Forrester Source: Forrester, Euromonitor and Economist Intelligence Unit Source: Economist Intelligence Unit
17. Consumers have a “store in their pocket” Promotions & coupons Loyalty Mobile eCommerce Self-scanning & self-checkout In-store price comparison Payment Store location Shopping lists
18. “New retail” demands new ways to reach consumers Sole proprietors Small and medium size businesses Large merchants
19. Merchants of all sizes must reach buyers in new ways and keep up with innovation Sole proprietors Millions of buyers Multi- channel Small and medium size businesses Pace of innovation Global competition Large merchants
20. The new retail future: eBay’s unique position eBay PayPal Classifieds Shopping.com Mobile Apps Buyers Sellers StubHub