SMC Lausanne Conference ebay 11.04.2011

The end of e-commerce?

Nick Staheyeff Vice-President, CEO and CFO of eBay International

Club Swiss Marketing de LausanneApril 7, 2011

Agenda1. Yesterday’s e-commerce

2. Today’s e-commerce

3. The end of e-commerce ?

Yesterday’s e-commerce

2005 2010 20150%

10%

20%

30%

40%

50%

2005 2010 20150%

10%

20%

30%

40%

50%

Online retail continues to grow at double-digit rates …

Source: Euromonitor

Online

Total

Online

Total

Online retail outperforming “offline” retail …

… even more so in Western Europe

Online and total retail growth (YoY, %)

Source: Euromonitor

Share of online retail (%)

2005 2010 20150%

1%

2%

3%

4%

5%

6%

7%

US W EU

… but still accounting for single-digits of total retail

Internet Bubble

1995 2000 2005 2011

15 years of EU e-commerce: a crowded market

2010

eBay – still a teenager !

25millioneBay sellers globally

Today’s e-commerce

Local commerce

Mobile commerce

Group buying

Social commerce

Cross-border trade

1995 2000 2005 2011

e-commerce continues to be very dynamic

Extending leadership position by providing access any time, any place, any device

Mobile

Increasing selection & options for customers as the lines blur between online and offline commerce

Local

Leveraging the social graph to enable engagement and social commerce

Social

MobileSocialLocal

Opportunities for eBay

The end of e-commerce ?

Onlineworld

Offlineworld

Mobile

Traditional boundaries are blurring

2008 = $325B 2013 = $10T

Yesterday Tomorrow

Online 6%

Web-influenced

offline37%

Online+

OfflineOffline

Today

Online 4%

Offline96%

Source: ForresterSource: Forrester, Euromonitor and Economist Intelligence Unit

Source: Economist Intelligence Unit

Huge opportunity: Taking the “e” out of ecommerce

Promotions & coupons

Mobile eCommerce

Payment

Store location Shopping lists

In-store pricecomparison

Self-scanning & self-checkout

Loyalty

Consumers have a “store in their pocket”

Sole proprietors

Small and medium size businesses

Large merchants

“New retail” demands new ways to reach consumers

Multi-channel

Globalcompetition

Pace ofinnovation

Millions of buyers

Sole proprietors

Small and medium size businesses

Large merchants

Merchants of all sizes must reach buyers in new ways and keep up with innovation

Buyers

eBay

Classifieds

Shopping.com

StubHub

Mobile Apps

PayPal

Sellers

The new retail future: eBay’s unique position

Questions?

(or rather fancy taking your phone out and search through eBay’s 200 million

items …)