Retail Acquisition

EBay closes Depop acquisition and raises 2026 GMV outlook to 11.5%-12.5% growth as online resale consolidates

EBay reported Q2 revenue of $3.13B and lifted its 2026 GMV growth forecast after closing its Depop deal, while Etsy cut 12% of staff and Cencosud hit 31M loyalt

Spencer Spirit Holdings acquires Hot Topic in a $350 million deal that reshapes alternative retail

Spencer Spirit Holdings is buying Hot Topic in an estimated $350M deal, consolidating two of alternative retail's biggest mall brands under one roof.

Marketplaces are growing twice as fast as traditional online shops, and every major platform just made a move

Marketplaces outpace standalone shops 2-to-1. eBay buys Depop, TikTok tests Prime-style subscriptions, and DoorDash wins FAA drone approval.

Bed Bath & Beyond's rebound and eBay's Q2 gains signal a structural shift in how retail brands recover online

Bed Bath & Beyond posted Q2 revenue growth and announced a rebrand to Neighborhood Intelligence, while eBay grew GMV even before counting its Depop acquisition.

Instacart's Arpalus acquisition signals AI-driven shelf intelligence is now table stakes for grocery operators

Instacart acquires computer vision firm Arpalus as AI-influenced retail ecommerce accelerates, reshaping what grocery and retail operators must evaluate now.