Three sourced developments now sit on the same desk: eBay completed its acquisition of Depop while saying the youth fashion marketplace keeps its brand; ThredUp posted second quarter 2026 results with record revenue and Active Buyers, then softened second half guidance for price-sensitive demand; and Glossy reported that inventory intermediaries are trying to formalize supply for social and live marketplaces.
The second half scoreboard: Depop under eBay, ThredUp's print, and formalizing resale supply
Platform consolidation closed, a managed resale operator posted its quarter, and social commerce sourcing is trying to professionalize. The useful question is no longer whether resale is real. It is which operating model can hold demand, trust, and supply quality together.
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