会议主要讨论的核心内容 Etsy的市场定位和增长机会 - Etsy是一个高度差异化的电商平台 [5] - Etsy的可寻址市场规模巨大 [6] - Etsy在疫情期间经历了快速增长 [7] 宏观环境和消费者需求 - 宏观环境对低收入消费者的支出有较大影响 [9][10][11] - 尽管如此Etsy的关键指标仍保持稳定 [10][11] - Etsy正在通过提供折扣等方式来适应当前的促销环境 [13][14][15] 国际业务表现 - Etsy的国际业务增长势头良好 [19][20] - 新买家在国际市场的人均消费较低 [21] 竞争格局 - Etsy欢迎竞争 [23] - 当前市场存在较多打折促销 [24][25] - Etsy的流量主要来自有机渠道 [25] 业绩展望和关键驱动因素 - 第三季度业绩指引反映了改善的趋势 [27][28] - Etsy正在努力提升买家活跃度和购买频次 [30][31][32][33][34] - AI技术在Etsy的应用和未来发展计划 [39][40][41] 定价策略和利润率 - Etsy保持了较为稳定的定价策略 [43][44][45][46] - 利润率保持较高水平 [48][49] 子品牌发展策略 - Etsy出售Elo7业务 [51][52] - 继续投资Reverb和Depop [51][52][53]

Etsy, Inc. (NASDAQ:ETSY) Oppenheimer 26th Annual Technology, Internet & Communications Conference August 8, 2023 9:55 AM ET Company Participants Josh Silverman - Chief Executive Officer Rachel Glaser - Chief Financial Officer Conference Call Participants Jason Helfstein - Oppenheimer Jason Helfstein Good morning, everyone. Thanks for joining us. I'm Jason Helfstein, I oversee Internet research for Oppenheimer. I'm very excited to have Etsy CEO, Josh Silverman; and CFO, Rachel Glaser. We've done this every y ...

Etsy, Inc. (NASDAQ:ETSY) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Deb Wasser - Vice President, Investor Relations and ESG Engagement Josh Silverman - Chief Executive Officer Rachel Blazer - Chief Financial Officer Conference Call Participants Deb Wasser Hi, everyone, and welcome to Etsy's Second Quarter 2023 Earnings Conference Call. I'm Deb Wasser, VP of Investor Relations. And joining me today are Josh Silverman, Chief Executive Officer, Rachel Blazer, our Chief Fina ...

Q2 2023 Financial Results August 2, 2023 Forward-looking Statements 2 This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include statements relating to our financial guidance for the third quarter of 2023 and underlying assumptions; our short- and long-term growth potential and ability to reignite growth and gain market share in our top categories; our product development and marketing initiatives and their ability to improve c ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-Q __________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period endedJune 30, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-36911 __________________________________ ETSY, INC. (Exact name of regi ...

Etsy, Inc. (NASDAQ:ETSY) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Deb Wasser - VP of Investor Relations and ESG Engagement Josh Silverman - Chief Executive Officer Rachel Glaser - Chief Financial Officer Jessica Schmidt - Sr. Director of Investor Relations Conference Call Participants Anna Andreeva - Needham & Company Maria Ripps - Canaccord Kunal Madhukar - UBS Deepak Mathivanan - Wolfe Research Laura Champine - Loop Capital Markets Tom Forte - D.A. Davidson Noah Zatzki ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-Q __________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period endedMarch 31, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-36911 __________________________________ ETSY, INC. (Exact name of reg ...

Etsy, Inc. (NASDAQ:ETSY) Canaccord Genuity’s Virtual eCommerce Sustainable Advantage Forum Conference March 23, 2023 1:30 PM ET Company Participants Josh Silverman - CEO Rachel Glaser - CFO Conference Call Participants Maria Ripps - Canaccord Genuity Maria Ripps Good afternoon, everyone, and welcome to our keynote session. For those of you who are just tuning in, I'm Maria Ripps, Internet Analyst here at Canaccord Genuity. And I couldn't be more excited to introduce Josh Silverman, Etsy's CEO; and Rachel Gl ...

Sign-offs IR (Deb) DW Accounting (Stephanie/Harrison/Alyssa) HM / SM Analytics (Wes/Vanck) VZ Legal (Lynn/Jennifer/Patrick) PK Keep commerce human. Investor Presentation March 2023 Forward-looking Statements 2 This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include statements relating to the impact of our "Right to Win" and other growth strategies, including our strategies for integrating our "House of Brands" marketplaces, ...

Etsy, Inc. (NASDAQ:ETSY) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ET Company Participants Debra Wasser - Vice President, Investor Relations Josh Silverman - Chief Executive Officer Rachel Glaser - Chief Financial Officer Jessica Schmidt - Senior Director, Investor Relations Conference Call Participants Maria Ripps - Canaccord Jason Helfstein - Oppenheimer Laura Champine - Loop Capital Lee Horowitz - Deutsche Bank Rick Patel - Raymond James Edward Yruma - Piper Sandler Kunal Madhukar - UBS ...