eBay and Etsy are relatively confident despite tariff pressures

Like almost every sector in the business world, the used industry is wrestling with the repercussions of president Donald Trump’s tariff.

However, based on the comments made by EBY and ETSY earlier this week, both of them do not seem to feel excessive anxiety.

Companies recently reported the results of Q1 2025 profits, both of which dealt with the urgent topic of definitions. EBay and ETSY are somewhat flexible, due to the sellers ’approaches to the products of the products. Unlike their imported competitors such as TEMU and Shein, who recently sparked prices in response to the definitions, many EBay and ETSY sellers in the United States are the source of their products locally, and often selling used, antique or hand -made elements.

The companies provided data during their profit calls to show the minimum definitions.

“The largest China to the American quarter constitute about 5 % of the total [gross merchandise value] For us. China in general is just less than 10 %. ”

Likewise, Lana Baker, ETSY’s financial manager, said, “At the present time, it seems that the direct exposure to ETSY is relatively low given that just over 1 % of [gross merchandise sales] It comes from the US imports to the elements purchased from sellers in China. “

“Most of them are individual entrepreneurs who work from their home by 90 % of their sources locally,” added the CEO of ETSY, Josh Silverman.

The presence of sellers with local resource strategies can provide a great advantage over competitors such as Temu, Shein and Amazon. However, used companies still have to deal with challenges that come with constant economic uncertainty and consumer spending habits.

ETSY seems to be a little more likely when it comes to it. The ETSY basic business model focuses on handcrafted and wine goods, which tend to be higher. Therefore, while ETSY sellers may not feel the effects of definitions, customers are still hesitant in spending, leading to a decrease of 3.4 % on an annual basis in active buyers, up to a total of 88.5 million. The number of usual buyers decreased by 11 %, with a total of 6.2 million.

In addition, ETSY recorded a decrease of 8.9 % in the total goods of goods (GMS) to $ 2.3 billion.

In a positive note, ETSY continues to take advantage of its ownership of the Depop, a used fashion platform that is still popular with the recession that is looming on the horizon. Since obtaining the DePop in 2021, the standard GMS platform has achieved a standard GMS. The company did not reveal specific numbers.

Silverman said: “ETSY has a busy record of moving in the disturbed macroeconomic conditions, and we are confident of our ability to continue adapting,” Silverman said.

On the contrary, EBAY is in a stronger position because more shoppers who realize prices choose the used and renewed goods, which the company said more than 40 % of its stock. The company stated that customers are eager to avoid definitions, which has increased their spending, giving Ebay a strong start to this quarter.

“We have noticed healthy size trends due to strength in our focus categories and what could be a modest attraction to demand consumers who are concerned about increasing costs and complexity in American customs in the near future,” said EBay’s financial manager, Steve Prest.

The size of the total goods of the company (GMV) fell to $ 18.8 billion, while revenues rose more than 1 % to $ 2.58 billion.