Upcoming conversations with Wall St.

For the Wall St. readers out there, we have three events on deck around the topic of Holiday sales trends:

  • Merrill/BofA - 12/1/09 - 10am ET hosted by Justin Post
  • Goldman Sachs - 12/4/09 - 11am ET hosted by James Mitchell and the GS Internet team.

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eBay’s change in Holiday promotional strategy between 2008/2009 - will it work?

I was reviewing last year's Black Friday and CyberMonday results and trends and noticed some interesting differences in eBay's strategy between 2008 and 2009.

2008 - A

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eBay pop-up shop and some videos

Ebay_pop_up_shop1

eBay took over some real estate in the heart of Manhattan on 57th for a pop-up store.

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More details on eBay’s search outage - buyer and seller compensation announced.

Sellers had three concerns coming out of this weekend's outage:

  • Is eBay going to be stable for Q4?
  • What about the buyers that were impacted?
  • What about the seller impact?

Is eBay going to be stable for Q4

According to AB posts and comments in the press, it looks like the outage was due to a software problem that eBay has found and fixed. Evidently a 30% surge in listings caused the problem to rear its ugly head.

What about buyers that were impacted?

eBay is giving all buyers (winners) of auction-style items a 10% off coupon - this is the first time I've ever seen eBay do anything like this and I imagine it will turn this negative to a positive as now we'll have all of these buyers with unexpected 10% off coupons during a key purchase time.

eBay seller impact/compensation

eBay sent a letter to sellers Monday that detailed the compensation they are providing for the search outage. In addition to the normal listing/fvf fee reversals, it was great to see eBay not only give sellers the ability to cancel sales (auction-style listings) and be

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eBay global outage - search system down globally most of 11/21/09

Around noon ET we started to get some inbound requests from sellers asking about the status of our systems because of unusually slow order flow.

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