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eBay reported FY2025 revenue of $11.1 billion and Q1 2026 revenue of $3.1 billion. The thesis depends on focused category execution, take-rate quality, advertising, buyer trust, payments and disciplined capital allocation.
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Hims & Hers expanded its subscriber benefits bundle to ten partner brands. The update is not a direct revenue story yet; it is a retention, churn, and marketing-efficiency proof test.
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