Active Sellers

Active Buyers

Active Sellers & Buyers

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Goodwill impairment

Asset impairment charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Etsy

Etsy, Inc. engages in the operation of online marketplace. It offers handmade products such as shoes, clothing, bags, and accessories. It operates through the following segments. Etsy, Reverb, Depop, and Elo7. The company was founded by Haim Schoppik, Robert Kalin, Jared Tarbell, and Christopher Maguires in 2005 and is headquartered in New York, NY.

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Earnings data Q4 2024

Etsy reports robust Q4 earnings, eyes growth through innovation

Etsy's Q4 2022 earnings call highlighted strong financial performance, successful growth strategies, and a commitment to ESG goals and community support.
While facing challenges such as consumer spending shifts and trust issues, Etsy remains optimistic about growth opportunities through innovative technologies and market expansions.
Strategic investments in customer experiences, search technologies, and subsidiary development position Etsy for continued success and sustainable growth in the evolving e-commerce landscape.

Etsy reports solid Q1 results, eyes growth through curated experiences

Etsy's Q1 2023 performance reflects solid growth in GMS and revenue, supported by strategic initiatives to enhance buyer experience and drive seller growth.
While facing challenges in predicting growth and managing margins, Etsy remains focused on leveraging opportunities in curated shopping, marketing, and international expansion.
With a strong emphasis on customer experience, innovation, and market reach, Etsy is well-positioned to navigate competitive challenges and capitalize on growth prospects.
Overall, Etsy's performance, strengths, challenges, and opportunities signal a resilient e-commerce player with a strategic vision for sustained success.

Etsy meets Q2 expectations, navigates challenges, eyes growth opportunities

Etsy delivered solid Q2 results, focusing on buyer growth, trust, and curated experiences. Challenges include divesting Elo7 and navigating macroeconomic uncertainties. Opportunities in ML democratization, marketing expansion, and sustainable pricing initiatives.

Etsy reports solid Q3 growth amidst holiday season challenges

Etsy's Q3 performance showcased growth in GMS and revenue, despite challenges from competitive pressures and consumer spending constraints.
The platform's emphasis on maintaining profitability, enhancing the buyer experience, and expanding its take rate positions it well for potential revenue growth and value creation.
While facing a challenging holiday season outlook, Etsy's focus on disciplined growth, differentiated offerings, and strategic investments presents opportunities for sustainable expansion and market differentiation.

Etsy reports robust Q4 earnings, faces Q1 challenges and opportunities

Etsy's Q4 2023 performance showcased strong financials and successful initiatives like Gift Mode, driving buyer engagement and revenue growth.
Challenges in Q1 2024 include competition from big box retailers and marketing optimization, but opportunities lie in efficiency and new channels.
The company's strategic focus on long-term value creation, operational efficiencies, and buyer engagement positions Etsy for continued growth.
Etsy's dynamic performance, commitment to shareholder value, and innovative strategies highlight its resilience and potential in the e-commerce market.

Etsy reports Q1 revenue growth amidst GMS decline and competitive challenges

Etsy's Q1 2024 performance showed revenue growth despite a decline in GMS, with a focus on enhancing customer experience and quality. Challenges include competitive pressures and policy enforcement impacting margins, while opportunities exist in driving growth through improved buyer consideration and loyalty programs.

Etsy reports strong Q2 earnings, focuses on engagement and value

Etsy's Q2 2024 performance was robust, meeting or exceeding guidance metrics and showcasing a strong focus on customer engagement and value creation on the marketplace.
Despite challenges such as ad growth rate slowdown and balancing growth investments, Etsy's strengths in user engagement, financial stability, and strategic focus position it well for future growth.
The retirement of Rachel Glaser and the upcoming launch of the Etsy Insider loyalty program present transitional challenges and growth opportunities that Etsy can navigate with strategic planning and execution.

Etsy reports resilient Q3 performance amidst marketplace challenges

Etsy navigated a challenging quarter with a focus on differentiation and growth drivers. Despite marketplace challenges, the company's strategic investments and financial performance demonstrate resilience and a path for future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Etsy, Inc. engages in the operation of an online marketplace. It offers handmade products such as shoes, clothing, bags, and accessories. It operates through the following segments: Etsy, Reverb, Depop, and Elo7. The company was founded in 2005 and is headquartered in New York, NY.

As brands and retailers seek additional avenues to connect with consumers looking to make purchases, Zola, the wedding registry platform, is expanding its reach into the baby market by introducing a new app.  The Zola Baby app has been developed in direct response to customer demand.

Zola, Etsy Explore Ways to Engage Consumers Through Baby Registries

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CVS Health has a diversified, healthcare-focused business and offers a solid dividend. Etsy is a dominant player in its slice of the large and fast-growing e-commerce sector.

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Subscribers to  Chart of the Week  received this commentary on Sunday, September 3.

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Pfizer

Pfizer's investing in growth through new products and business development deals. Etsy recently reached a record high in active buyers, a good sign for revenue growth moving forward.

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Pinterest

While Etsy's gross merchandise sales are flat, the take rate it gets from each sale is increasing at a healthy clip, and buying trends are beginning to normalize. Pinterest increased users and revenue across all geographies for the second quarter in a row.

Better Buy: Etsy vs. Pinterest

Shopify

E-commerce is a massive and explosive global industry, and even a potential recession shouldn't slow this space down over the long term. Shopify is gradually building a track record of positive cash flow, and its net losses are shrinking too.

2 Incredible Growth Stocks to Buy With $1,000 Right Now

Chewy

Chewy and Etsy both have dropped more than 30% since the beginning of the year. Investors have shied away from companies that depend on consumer spending.

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Etsy, Inc. (NASDAQ:ETSY ) Goldman Sachs 2023 Communacopia & Technology Conference September 6, 2023 2:30 PM ET Company Participants Rachel Glaser - CFO Conference Call Participants Alexandra Steiger - Goldman Sachs Alexandra Steiger Great. So good morning, everyone.

Etsy, Inc. (ETSY) Goldman Sachs 2023 Communacopia & Technology Conference (Transcript)

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First the bad news: September is the worst month for stocks. The good news, though, is you can still find stocks that beat the S&P 500.

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eBay

Etsy should see faster growth over the next few years. eBay is more stable and returns more cash to shareholders.

Better Stock Buy: Etsy vs. eBay

Amazon

Having endured a terrible 2021 that continued for much of 2022, it's starting to look like a solid low has been put in by online retail stocks, with a recovery rally imminent. Looking at the ProShares Online Retail ETF NYSEARCA: ONLN, we can see the fall from grace it had following the pandemic run-up of 200%; as recently as June, it was still down 70% from those highs.

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Investors have seen good and bad with Etsy's business in recent years. Even accounting for missteps and slowing growth, Etsy is still generating record financial results and engagement is strong.

Etsy Stock: Buy, Sell, or Hold?

Etsy's active buyers reached an all-time high of 91 million, signaling the platform's resilience. While gross merchandise per active buyer declined, strategic moves began to enhance user experiences.

Etsy's Financial Roller Coaster: Can the Declines Reverse and Profitability Return?

PayPal

PayPal has opportunities to expand in physical payments and value-added services. Etsy's product roadmap could unlock considerable growth by improving buyer engagement in the years ahead.

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Airbnb

Finding the right stocks for your portfolio doesn't have to be rocket science, but persistence and patience is key in any market environment. Airbnb is demonstrating that the way people travel is changing, and it's poised well to benefit from old and new modes of travel.

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Not all growth stocks are created equal, but some names are worth a second look as volatility persists. Amazon is still the indomitable leader in some of the world's fastest-growing industries.

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Target

The stock market has rewarded investors throughout the first half of the year. However, those gains appear to be slowing, and significant macroeconomic concerns suggest more pain ahead.

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Etsy's valuation has become more reasonable after a decline in share price, making it an opportunistic time to invest. The company's unique marketplace for creative goods saw a boom in sales during the pandemic, but growth has slowed down in 2022. Despite some challenges, Etsy's operating momentum remains strong, with many active sellers and buyers and valuations becoming opportune.

Etsy: Time To Get Active

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The stock market, much like the ebb and flow of tides, has its moments of highs and lows. In the vast ocean of S&P 500 stocks, there are some that currently find themselves in an oversold territory.

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Etsy is a unique e-commerce platform focused on handmade and custom items, offering potential AI-focused upside for investors. The company's revenue growth is driven by services and active seller growth but the increased revenue is not translating well to earnings. The e-commerce sector is in a weak position and Etsy trades at high valuation levels relative to their peers, making them extremely exposed.

Etsy: When The Threads Of Growth Start To Fray

Etsy doesn't own inventory itself, and it also doesn't have warehouses or delivery drivers. Etsy runs a capital-light marketplace that benefits from network effects.

1 Smart Business Move That Gives Etsy a Huge Advantage Over the Competition

Cooling inflation has boosted consumer sentiment and reinvigorated spending, and those trends should benefit Shopify and Etsy. Shopify is the leader in omnichannel-commerce software worldwide, and it ranks as the second largest U.S. e-commerce company behind Amazon.

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Etsy is not much of a growth business anymore, and the market keeps punishing the stock as a result. Management continues to report signs that the business is stabilizing.

News for Etsy Stock (ETSY)