eBay Inc.

CEO Jamie Iannone’s strategy since 2020 sharpened eBay’s focus on high‑value categories, authentication, and retail media, which now contributes meaningfully to monetization. CFO Peggy Alford (appointed May 2025) emphasizes operating discipline, AI‑enabled product velocity, and shareholder returns.

Governance is conventional rather than founder‑led, so alignment comes from sustained buybacks/dividends and measured M&A rather than owner control. We view the team as competent operators with clear priorities and credible execution, while noting regulatory complexity and seller relations as ongoing management tests.