I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last wrote about Etsy, Inc. (NASDAQ: ETSY ) in August, where I upgraded my rating from “hold” to “buy” as I believed that an improving macroeconomic environment and a robust product roadmap should setAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. T ...

文章核心观点 - 股票从主要指数中被移除后往往会被抛售贬值，但研究数据表明此时可能是个人投资者买入的好时机，Etsy和WK Kellogg这两家公司被从指数移除后估值处于十年来的低位，对愿意持有至少五年的个人投资者来说是不错的买入并持有的投资选择[1][2][3][4] Etsy公司 - Etsy主要从个体卖家获取82%的收入，其手工制品具有独特性，但在疫情期间销售额增长超100%后，过去一年增长放缓至个位数，经历了剧烈的繁荣与萧条周期[5] - 由于美国消费者连续11个季度削减非必需品支出，Etsy的股价从历史高点暴跌81%[6] - Etsy最近的股价仅为自由现金流的11倍，接近历史低点，即使考虑股票薪酬，也仅为自由现金流的15倍，根据反向贴现现金流计算器，Etsy只需在未来10年每年将自由现金流增长4%就能成为表现优异的投资标的，而其最近一个季度在艰难的消费环境下收入增长了4%[7][8] - Etsy在第三季度通过移动网站新的未登录列表页面提示增加了300万的应用下载量，通过其移动应用购买商品的买家终身价值高出40%，目前其总商品销售额不到一半来自应用，有很大的增长空间[9][10] - Etsy是现金牛，自由现金流利润率为22%，有足够资金在目前的低估值下回购股票，过去四年每年减少4%的股份数量，有望继续回购股票[11] WK Kellogg公司 - WK Kellogg拥有多个知名品牌，但在2023年从Kellanova分拆并从标普500指数中移除后被市场忽视，其股价虽略高于一年多前首次亮相时，但仍比高点低25%，估值与同行相比处于十年来的低位[12][13] - 三家公司合计占美国谷物销售的约75%且市场份额相似，但WK Kellogg的企业价值与息税折旧摊销前利润比率仅为7倍，远低于General Mills的11.75倍和Post的8.771倍，且其息税折旧摊销前利润率为7.43%，低于同行[14] - WK Kellogg将2024年调整后的息税折旧摊销前利润增长指引从3% - 5%提高到5% - 6%，并将2024年前三季度的息税折旧摊销前利润率提高到10.5%，显示出进步迹象，还为股东提供3.7%的股息收益率[15] - 虽然行业预计到2029年每年增长2%，WK Kellogg的增长潜力并不惊人，但目前的估值极低，只要公司能生存下去就可能产生跑赢市场的回报[16][17]

If you're looking to invest in a niche e-commerce stock, Etsy is hard to ignore.Even with the advent of smartphones, digital payments, and the internet, brick-and-mortar shopping still represents 84% of overall retail spending in the U.S. There's still a lot of room for online shopping to continue rising, especially in less developed parts of the world.Etsy (ETSY -2.76%) is one such option when looking to put money to work to benefit from this trend. Before you decide to buy this e-commerce stock, here are ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain The web platform Etsy is famous for selling cutesy handmade arts and crafts, but even a company that relies on a cottage industry of artisans is increasingly undergirded by artificial intelligence, its CEO told AFP on Tuesday. "You couldn't run Etsy without AI," Josh Silverman said on the sid ...

Etsy's (NASDAQ: ETSY ) shares have suffered a significant blow in the last year, falling by more than 22% - a notable decrease that is difficult to ignore. Some years ago, Etsy was thriving, taking full advantage of the e-commerce surge with certainty. However, inFollower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investmen ...

When investors think of how they will eventually get their returns from a stock investment, they typically relate to the classic “Buy low, sell high” strategy. Another common way of looking at this is through dividend payouts, as the quarterly (sometimes monthly) income gives shareholders a sense of comfort and achievement. Etsy TodayETSYEtsy$53.41 +0.33 (+0.62%) 52-Week Range$47.10▼$89.58P/E Ratio27.25Price Target$64.87Add to WatchlistHowever, dividends are paid with company profits, which are taxed at th ...

Etsy (ETSY) shares jumped 7.19% to close at $51.44 on Thursday following the announcement of third-quarter 2024 results.Revenues advanced 4.1% year over year to $662.4 million. The figure beat the Zacks Consensus Estimate by 1.31%. Top-line growth was driven by accelerating Marketplace revenues.However, third-quarter 2024 earnings of 45 cents per share missed the Zacks Consensus Estimate by 16.67%. The bottom-line figure reflects a year-over-year decrease of 29.7%.Find the latest EPS estimates and surprises ...

财务数据和关键指标变化 - Etsy第三季度2024年合并总商品销售额（GMS）为29亿美元，同比下降约4.1% [25] - 合并收入同比增长4.1%，达到6.62亿美元，调整后的EBITDA利润率约为27.7% [26][30] - Etsy市场的GMS同比下降6% [25][26] - 合并服务收入增长更快，达到6% [28] 各条业务线数据和关键指标变化 - Etsy市场的收入增长主要来自支付费用收入，支付平台的渗透率达到99% [27] - Depop的表现强劲，GMS增长超过30% [77] - Reverb在美国的二手音乐设备销售增长超过新设备销售 [23] 各个市场数据和关键指标变化 - Etsy市场的活跃买家数量约为9120万，同比略有下降 [40] - 在美国，返校商品的GMS同比增长5% [40] - 国际非美国贸易路线和美国进口的GMS出现适度增长 [34] 公司战略和发展方向和行业竞争 - 公司致力于提升客户体验，专注于质量、价值和可靠性，推动礼品市场的增长 [8][20] - 公司选择不参与价格竞争，而是专注于提升独特性和质量 [9][24] - 通过优化搜索算法和应用程序，提升用户参与度和购买频率 [13][11] 管理层对经营环境和未来前景的评论 - 管理层对当前宏观经济环境表示担忧，认为消费者预算受到影响 [35] - 对于未来的假日季节，管理层持乐观态度，认为公司在礼品市场的定位将带来机会 [49] - 管理层提到，尽管面临挑战，仍然相信未来的增长潜力 [52] 其他重要信息 - 公司在第三季度回购了1.56亿美元的股票，董事会批准了新的10亿美元股票回购计划 [45][47] - 公司现金及现金等价物和短期投资总额为12亿美元 [45] 问答环节所有提问和回答 问题: 关于产品开发的杠杆作用 - 管理层表示，产品开发的杠杆作用得以提升，团队的生产力和专注度得到了改善 [54][56] 问题: 第四季度的业务表现 - 管理层未透露具体的季度表现，但提到假日季节的时间较短，可能会影响消费者的购物心理 [62] 问题: 关于Etsy Insider的反应 - 管理层表示，Etsy Insider的反应总体积极，正在学习如何优化忠诚度计划 [84][86] 问题: 关于礼品模式的预期 - 管理层表示，礼品模式的成功将通过GMS的绝对增长来衡量，并计划在第四季度进行大力宣传 [80][81] 问题: 关于类别表现的观察 - 管理层指出，尽管整体表现受到压力，但在某些类别中仍然存在增长机会 [94]

Etsy (ETSY) reported $662.41 million in revenue for the quarter ended September 2024, representing a yearover-year increase of 4.1%. EPS of $0.45 for the same period compares to $0.64 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $653.83 million, representing a surprise of +1.31%. The company delivered an EPS surprise of -16.67%, with the consensus EPS estimate being $0.54. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Etsy (ETSY) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this online crafts marketplace would post earnings of $0.46 per share when it actually produced earnings of $0.41, delivering a surprise of -10.87%.Over the last four quarters, the ...