Ok, I'm going to put a prediction out there based on what I'm seeing, hearing and know about how eBay thinks. eBay Stores listing fees are $.05 for < $25. and $.10 for > $24.99. They used to be $.02 before the 'great rebalance of 2006'.
I see eBay store listing fees going to:
.10 for < $25
.20 for $25-$100 and
.50 for > $100
I don't know about the specific amounts, but feel we're going to get a new tier and the old tiers will be %-wise increased dramatically.
Ok why am I saying this? (and no I don't want it to happen, but I think it's unavoidable).
Evidence 1: Stores growing too fast (still)
I've been watching the listing data from the Wall st. guys closely and stores continue to grow much faster than core. eBay hit the brakes, they slowed down and now they are climbing again.
Evidence 2: Core not growing fast (still)
eBay desperately needs core listings to grow and views that stores cannibalize core listings. This is where they get it wrong because they don't understand seller behavior, but they still view that seller's are choosing stores over core. (the opposite is the case, sellers go to store if core doesn't work).
Evidence 3: Wall St.
In a number of presentations to Wall St., eBay has hinted this is coming this by saying things like the controversial "unproductive listings".
So the only question I have is when is it coming? They announced the last hike July 20th. I'm going to say they announce this with the Q1 results in April. The trick is we have eBay Live in June so they can't do it in June or May (30 day window for fees to start). If they want to act fast they need to do it a good bit before then for the wind to blow over (so May/June is out). That leaves either April with the Q1 results or post eBay live like they did last year - July timeframe.
I'm going to vote April because I don't think they can afford to wait till July, they need to slow those stores and grow the core.
Reader's what do you think?