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@beacon_77 wrote:Well, we're already in Q1 of 2025 and it hasn't happened.
@beacon_77 as others have pointed out - there's still a lot of Q1 left yet to go.
The original 8-K disclosure from October 1st about eBay's plans to introduced buyer fees gave a timeframe of "early 2025" - and they stuck with that.
Then on the Q3 call which I quoted, the CEO laid out further plans including that Simple Delivery would expand from clothing to other categories in October (which it did), then ramp up with a phased rollout switching it to from default opt in to default opt out for eligible private items starting in Q4 (which it did and is still ongoing) before finally becoming mandatory for private sales of eligible items in Q1 2025 (which it hasn't yet, but given the history...odds are very likely they'll stick to that too.)
As I explained in previous posts - those words were not just off the cuff remarks. They were part of the CEO's prepared statement for investors which would have been scripted, vetted, and approved by high level legal, compliance, investor relations and communications stakeholders for the simple fact that those statements carry significant weight with investors and the US Securities and Exchange Commission.
If the CEO of a publicly traded company is found to have knowingly given false information that materially impacts the stock (either positive or negative) that's a recipe for major fines, shareholder lawsuits and all manner of unpleasantness.
Not to mention that eBay is leaning heavily on Simple Delivery to quell investor concerns about loss of revenue from the fee changes - as directly stated in the Q3 earnings presentation
That along with the CEO's statement that I quoted should put to rest any notion that mandated Simple Delivery is gossip or assumptions - there is no way those statements would have been made the way they were, to the audience they were, in the format they were and giving an explicit timeframe of Q1 if it wasn't already a fully developed plan ready for execution.
Could eBay look at all the uproar here and change their minds about mandated Simple Delivery? Anything is possible of course.
But nobody at eBay wants to have to explain to investors why they didn't go ahead with it when there is so much riding on it to fill the revenue gaps and the CEO already gave very explicit guidance about it that analysts and investors would have already been basing their trading and valuation decisions on.
If you don't want to believe it and will wait to get caught out when it does happen, that's your choice of course, but at least accept that those who are saying it will be mandatory are doing so based on credible public information directly from the mouth of eBay's CEO, not just gossip or rumors.
As for anyone else reading this, my advice remains the same - all private sellers would be wise to familiarize themselves with the FAQ and T&C for Simple Delivery so you are not caught unprepared.
@sml192 wrote:
@dch2112011 wrote:It is all guesswork but if free delivery was allowed I would imagine it would just allow the buyer to choose free delivery or an enhanced chargeable service - there would be no charge to either buyer or seller for the free service
If there is no charge to either buyer or seller then that would mean that eBay would be paying for the postage label. I don't think so!
@sml192 Actually, that's exactly how it works.
With Simple Delivery, eBay decides which shipping methods are shown to the buyer and at what cost. The shipping amount is paid to eBay, eBay purchases the label and sends it pre-paid to the seller, and eBay keeps whatever difference there may be between what the buyer paid and their negotiated rates with the carrier.
The current terms for Simple Delivery show that eBay can, in their sole discretion, decide to offer discounted or free shipping to the buyer.
In those cases it would be a promotional discount offered by eBay at their expense at no charge to either the buyer or seller.
