Michaels vs eBay
Side-by-side comparison of AI visibility scores, market position, and capabilities
North America's largest arts and crafts retail chain with 1,250+ stores; Apollo-owned with Jo-Ann bankruptcy creating expansion opportunity competing with Hobby Lobby.
About
Michaels is North America's largest specialty arts and crafts retail chain, operating over 1,250 company-owned stores in the US and Canada offering a vast selection of art supplies, custom picture framing, scrapbooking and paper crafts, yarn and needle arts, seasonal craft supplies, and home décor. Founded in 1973 in Irving, Texas, Michaels went private in a $6.1 billion leveraged buyout led by Apollo Global Management and Blackstone in 2006, then went public again in 2014, and was taken private again in 2021 by Apollo Global Management for approximately $5 billion.\n\nMichaels' product range spans over 45,000 SKUs in major categories: art supplies (paints, canvases, drawing materials), custom framing (in-store custom frame shop), floral (artificial flowers, wreaths), yarn and needle arts (extensive yarn selection, knitting supplies), seasonal (Halloween, Christmas craft supplies), and general crafts. The Michaels brand has added private label brands (Artist's Loft, Recollections for scrapbooking) that generate higher margins than national brands. In-store classes and workshops turn the store into a community space that drives engagement and repeat visits beyond purchases.\n\nIn 2025, Michaels competes with Hobby Lobby, Jo-Ann Fabric and Craft Stores (which filed for Chapter 11 bankruptcy in 2024, creating market share opportunity), and Michael's own Amazon storefronts for arts and crafts retail. Jo-Ann's bankruptcy and potential store closures represent a significant competitive opportunity for Michaels to gain share in the fabric and needle arts segments. The crafting market benefited from COVID-era growth as homebound consumers took up crafts, and the category has maintained elevated participation. Michaels' 2025 strategy focuses on capturing Jo-Ann customer migration, growing the Michaels Pro segment (artists, educators, craft businesses), expanding digital and e-commerce capabilities, and deepening the community/workshop programming that differentiates physical craft retail.
NASDAQ-listed (EBAY) global marketplace with $73.1B GMV and 132M buyers; pure peer-to-peer auction and fixed-price model excelling in collectibles, pre-owned, and unique goods with Authenticity Guarantee.
About
eBay is a San Jose-based global e-commerce marketplace connecting hundreds of millions of buyers and sellers across 190+ markets — facilitating the purchase and sale of new and pre-owned goods across electronics, fashion, collectibles, parts and accessories, home and garden, and virtually every product category through both auction-style and fixed-price listings. Listed on NASDAQ (NASDAQ: EBAY), eBay generated $9.8 billion in revenue and $73.1 billion in gross merchandise volume (GMV) in 2023, serving 132 million active buyers worldwide.
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