I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.
Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat,
Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.
If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'