eBay Acquires Depop, the Popular Secondhand Clothing Platform Among Gen Z, for $1.2 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy EL?
Source: Barron's
- eBay's Acquisition: eBay plans to acquire Depop, a popular secondhand clothing platform among Gen Z, for $1.2 billion in cash.
- Source of Acquisition: The purchase is being made from Etsy, an online marketplace known for handmade and vintage items.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy EL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on EL
Wall Street analysts forecast EL stock price to fall
18 Analyst Rating
8 Buy
9 Hold
1 Sell
Moderate Buy
Current: 109.470
Low
70.00
Averages
106.76
High
130.00
Current: 109.470
Low
70.00
Averages
106.76
High
130.00
About EL
The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its products are sold in over 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD, and BALMAIN Beauty. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, and mascaras, eyeshadows and eyeliners.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Impact on Supply Chains: The Iran conflict may disrupt global supply chains, leading to logistical challenges for businesses.
- Rising Costs: Increased energy and freight costs are anticipated as a result of the conflict, affecting various industries.
- Consumer Demand Pressure: The situation could weaken consumer demand, particularly impacting U.S. consumer staples companies.
- Economic Implications: Overall, the conflict poses significant economic risks that could ripple through multiple sectors.
See More
- Buyback Overview: On February 27, 2026, EssilorLuxottica executed a share buyback of 301,165 shares under the authorization from the April 30, 2025, Annual Shareholders’ Meeting, reflecting the company's confidence in its stock value.
- Daily Transaction Details: The average daily weighted purchase price for the shares was €227.2662, indicating a prudent capital management strategy amidst market fluctuations.
- Market Reaction Analysis: The implementation of this buyback may enhance investor confidence in EssilorLuxottica, potentially leading to a positive impact on the stock price and reflecting the company's optimistic outlook for future growth.
- Strategic Significance: By repurchasing shares, EssilorLuxottica not only optimizes its capital structure but may also enhance earnings per share, thereby increasing shareholder value in alignment with its long-term strategic goals.
See More
- Class Action Initiated: At least two retail customers have filed proposed class-action lawsuits against FedEx and EssilorLuxottica in U.S. courts, aiming to ensure consumers receive a share of any tariff refunds obtained by these companies, highlighting consumer dissatisfaction with tariff policies.
- Massive Tariff Amounts: The U.S. Supreme Court ruled that tariffs imposed by the Trump administration lacked legal authority, with estimated amounts ranging from $130 billion to $175 billion, prompting over 1,000 companies, including Revlon and Costco, to file lawsuits in the U.S. Court of International Trade to protect their rights to refunds.
- FedEx's Commitment: FedEx stated it would return any potential tariff refunds to shippers and customers who paid them, but the consumer lawsuit claims this promise lacks legal enforceability and is contingent on future government and court guidance that may never materialize.
- Consumer Rights Protection: Legal experts anticipate more consumer lawsuits will emerge, particularly against companies that itemized tariff charges on invoices, as consumers question why they shouldn't receive refunds if these duties were deemed illegal, thereby exerting additional pressure on businesses to share any tax refunds they secure.
See More
- Buyback Overview: EssilorLuxottica executed share buybacks from February 16 to 20, 2026, totaling 1,107,115 shares, indicating the company's confidence in its stock and recognition of its market value.
- Daily Buyback Data: On February 16, the highest buyback volume reached 134,210 shares at an average purchase price of €252.61, reflecting the company's proactive approach to enhancing shareholder value at elevated price levels.
- Market Reaction Analysis: The average buyback price of €239.28 was lower than the initial price, suggesting the company is strategically utilizing market fluctuations for capital allocation to enhance future shareholder returns.
- Strategic Implications: Through this share buyback, EssilorLuxottica not only bolsters market confidence but may also increase earnings per share by reducing the number of shares outstanding, thereby creating greater value for long-term shareholders.
See More
- Fragrance Launch: Balmain Beauty unveils its debut fragrance, Destin de Balmain, a bold floral fruity scent that embodies the independence and youthfulness of the Balmain woman, targeting consumers who seek self-expression.
- Scent Profile: Destin de Balmain features a joyful blend of ripe strawberry, peony, and creamy sandalwood, creating a vibrant aroma that conveys the excitement of new beginnings, appealing particularly to the young female market.
- Bottle Design: The fragrance is housed in a refillable glass cube inspired by Balmain's iconic labyrinth motif, reflecting the brand's luxury and uniqueness, which enhances its market appeal.
- Market Availability: Destin de Balmain will be available worldwide in Balmain boutiques, online, and at select fashion and beauty destinations, offered in various bottle sizes to meet diverse consumer needs and boost brand visibility.
See More
- Fragrance Launch: Balmain Beauty unveils its debut fragrance, Destin de Balmain, a bold floral fruity scent designed to capture the independent and youthful spirit of the Balmain woman, likely appealing to consumers seeking personalized luxury.
- Scent Profile: Destin de Balmain features a blend of ripe strawberry, peony, and creamy sandalwood, embodying the thrill of new beginnings and optimism, which may generate significant interest in the high-end fragrance market.
- Bottle Design: The fragrance is housed in a refillable glass cube inspired by Balmain's iconic labyrinth motif, combining clear and gold elements to reflect the brand's luxury and uniqueness, potentially enhancing brand image.
- Market Availability: Destin de Balmain will be available worldwide in Balmain boutiques, online, and at select fashion and beauty destinations, offered in various sizes, which is expected to strengthen the brand's competitive position in the luxury market.
See More







