@my-cottage-books-and-antiques yep, I definitely think this move by Depop is at least in part in reaction to eBay testing out fee-free selling for private (non-business) sellers in the UK.
So far on the eBay side it is being done as a promotion running through April from what I've gleaned from the UK boards.
But I expect it's likely eBay may extend that permanently in the UK like they have in Germany, especially considering the very noticeable recent shift with Jamie "leaning in" on C2C success in Germany on the last earnings call and investor conferences and other indicators we've seen that eBay may be pivoting back to a broader consumer-seller focus as the narrow "high value, enthusiast buyer vertical focus" does not appear to have been working nearly as well as they would like everyone to think.
eBay still isn't answering questions about Chief Business Strategy Officer Stefanie Jay's departure in January, though they have at least tacitly confirmed it by quietly finally removing her from the Our Leaders page this week.
They also have not announced a replacement for her yet, though with the shuffle of Dawn Block becoming US GM and Adam Ireland moving to an as yet to be disclosed new position within the company, it won't surprise me if Adam ends up stepping into a significant strategy role, especially given his previous history at eBay.
If Adam does end up in a strategy leadership role, that will be even further confirmation in my mind that eBay may be finally being forced to come to grips with the idea the strategy they've pursued the last ~3 years or so is not the path to long term sustainable growth, but of course who knows if they'll be able to come up with something better and/or if it isn't already too late.
