| Stage | EBAY | % of rev | SHOP | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.2B | 100.00% | $3.7B | 100.00% | SHOP ×1.17 |
| Gross profit | $2.3B | 72.33% | $1.8B | 47.59% | EBAY +24.7pp |
| Operating income | $616M | 19.21% | $568M | 15.18% | EBAY +4.0pp |
| Pre-tax income | $605M | 18.87% | $499M | 13.34% | EBAY +5.5pp |
| Net income | $497M | 15.50% | $462M | 12.35% | EBAY +3.2pp |
| Stage | EBAY | SHOP | Gap · A − B |
|---|---|---|---|
| Revenue | $3.2B100.00% | $3.7B100.00% | SHOP ×1.17 |
| Gross profit | 72.33%$2.3B | 47.59%$1.8B | EBAY +24.7pp |
| Operating income | 19.21%$616M | 15.18%$568M | EBAY +4.0pp |
| Pre-tax income | 18.87%$605M | 13.34%$499M | EBAY +5.5pp |
| Net income |
| 15.50%$497M |
| 12.35%$462M |
| EBAY +3.2pp |
EBAY · LUCY 10-KMar 25 '26
“In addition to our online sales through Lucyd.co and Amazon.com, our products are also sold on Walmart.com, Target.com, BestBuy.com, DicksSportingGoods.com, and eBay.”
SHOP · LUCY 10-KMar 25 '26
“We also offer two affiliate platforms via Awin and Shopify for peer-driven sales.”