EMEA Internet: Second-hand electronics: Feedback from Retech Days

研报英文原文证据摘录

EMEA Internet: Second-hand electronics: Feedback from Retech Days

Equity Research

9 July 2026

EMEA Internet

Second-hand electronics:

Feedback from Retech Days

We dive into second-hand electronics as we attended Retech EMEA Internet

Days where we heard panels from Vinted, Grover, Rebuy and POSITIVE

Rebeelo, and networked with industry players + experts. EMEA Internet

Olivia Venancio

Feedback from panels below; happy to catch up on themes +44 (0)20 3555 0278

and read across to classifieds, mktplaces and review mgmt olivia.venancio@barclays.com

Barclays, UK

platforms. Andrew Ross, CFA

+44 (0)20 7773 3023

The following companies are privately held and are not under coverage by Barclays Research: andrew.ross@barclays.com

Vinted, Back Market, refurbed, Swappie, Rebuy, Reebelo, Grover, Evy.Information about these Barclays, UK

companies is being provided for information purposes only and is not an investment Guillaume Galland, CFA

recommendation by Barclays Research. +44 (0)20 7773 4061

guillaume.galland@barclays.com

We have done a lot of work around second-hand fashion, and felt the next market to dip into Barclays, UK

(beyond ancillary offerings such as logistics and payments) was second-hand electronics. We

Yash Jain

attended Retech days in Berlin, where we heard executives from larger horizontal second-hand +91 (0)22 6175 3418

marketplaces speak (e.g. Vinted, eBay (covered by Ross Sandler), Rebuy), alongside specialised yash.jain2@barclays.com

marketplaces (Reebelo) and players that operate in different parts of the ecosystem (Evy, Grover Barclays, UK

and others) and also begin to understand the industry.

Sustainable Investing Research

We came away thinking there are nuances to one part of the industry (refurbishment) that make Maggie O'Neal(iii)