收入情况 - 公司总收入同比增长4.1%，达6.624亿美元[160] - 总收入同比增长2.6%，达19.562亿美元[170] - 服务收入同比增长3.4%，达5.427亿美元[171] 费用情况 - 市场营销费用同比增加22.1%，达1.965亿美元[164] - 市场营销费用同比增加14.7%，达5.714亿美元[173] - 产品研发费用同比下降5.9%，达1.073亿美元[165] - 产品研发费用同比下降5.8%，达3.316亿美元[174] - 成本费用同比下降2.8%，达5.569亿美元[172] - 其他费用净额同比下降254.6%，达-1.301亿美元[167] 税收情况 - 所得税费用同比增加80.4%，达1.644亿美元[168]

业绩总结 - 2024年第三季度合并收入为6.62亿美元，同比下降4.1%[8] - 2024年第三季度调整后EBITDA为1.84亿美元，EBITDA利润率为27.7%[8] - 2024年第三季度净收入为573.66万美元，同比下降34.3%[63] - 2024年前九个月收入为1,956.17万美元，同比增长2.6%[64] - 2024年前九个月净收入为173.38万美元，同比下降22.7%[64] - 2024年第三季度每股稀释净收入为0.45美元，同比下降29.7%[63] 用户数据 - 2024年第三季度活跃买家为9,120万，同比下降0.4%[45] - 2024年第三季度重复买家为3,690万，同比增长0.7%[58] - 2024年第三季度新增应用下载量超过300万[12] 市场表现 - Etsy市场的GMS为6.62亿美元，同比下降6%[8] - 2024年第三季度Etsy市场GMS在货币中性基础上同比下降6.3%[8] - 2024年第三季度合并交易费率为22.7%，高于去年同期的20.9%[31] - 2024年第三季度Etsy市场的前六大类别GMS同比下降4%[36] - 2024年第四季度GMS预计将同比下降低至中个位数百分比范围[49] 其他策略与新产品 - Etsy推出了实体礼品卡，支持直接购买和寄送[24] - Etsy的“Etsy Insider”忠诚计划于2024年9月中旬开始邀请目标用户参与[22] - Etsy的搜索结果中，≥25%的相似商品减少了约40%[16] - Etsy的卖家通过降低运费在2024年第三季度对250万件商品进行了调整[19] 财务状况 - 2024年第三季度合并自由现金流为2.04亿美元，约90%的调整后EBITDA转化为自由现金流[48] - 2024年第三季度总资产为2,442.21万美元，同比下降9.1%[62] - 2024年第三季度总负债为3,066.51万美元，同比下降5.0%[62] - 2024年前九个月的经营活动提供的净现金为437.51万美元，同比增长6.6%[65]

Etsy, Inc. Reports Third Quarter 2024 Results Etsy's Board of Directors Approves a new $1B Stock Repurchase Program Brooklyn, NY - October 30, 2024 - Etsy, Inc. (NASDAQ: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced results for its third quarter ended September 30, 2024. "Our third quarter consolidated results came in roughly as anticipated, with some incremental pressure on Etsy marketplace year-over ...

Etsy's Board of Directors Approves a new $1B Stock Repurchase Program BROOKLYN, N.Y., Oct. 30, 2024 /PRNewswire/ -- Etsy, Inc. (NASDAQ: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced results for its third quarter ended September 30, 2024. "Our third quarter consolidated results came in roughly as anticipated, with some incremental pressure on Etsy marketplace yearover-year GMS, healthy growth in revenu ...

In its upcoming report, Etsy (ETSY) is predicted by Wall Street analysts to post quarterly earnings of $0.54 per share, reflecting a decline of 15.6% compared to the same period last year. Revenues are forecasted to be $654.43 million, representing a year-over-year increase of 2.9%. The consensus EPS estimate for the quarter has undergone a downward revision of 0.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial est ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Etsy (ETSY) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 30, 2024, might help the stock move higher if these key numbers are better than expecta ...

文章核心观点 - Etsy是疫情期间最大的赢家之一,因为人们被困在家中无法外出消费,转而选择了网上购物 [1] - 消费者手头充裕,有大量刺激性消费支票,因此网上购物大增 [1] 公司概况 - Etsy是一家电子商务平台公司,在纳斯达克上市(股票代码:ETSY) [1] - 公司专注于手工艺品、艺术品等独特商品的在线销售 [1] 业绩表现 - 疫情期间,公司业务大幅增长,成为最大赢家之一 [1] - 消费者手头充裕,有大量刺激性消费支票,因此网上购物大增 [1] 投资价值 - 公司拥有持久、可持续的护城河,是自由现金流的生成者 [1] - 管理层对股东友好,有明确的价值释放催化剂 [1] - 公司被低估,是一家不错的价值投资标的 [1]

BROOKLYN, N.Y., Oct. 16, 2024 /PRNewswire/ -- Etsy, Inc. (Nasdaq: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, plans to release its third quarter 2024 financial results after market close on Wednesday, October 30, 2024. The press release can be accessed on the Etsy Investor Relations website (investors.etsy.com). Etsy will also host a video webcast conference call to discuss those results at 5:00 p.m. Eastern Time o ...

Shares of Etsy Inc ETSY have lost around 38% year to date, with the company facing intensifying competition. According to Goldman Sachs, the current Street estimates for Etsy are at risk, given the low visibility into gross merchandise sales, the potential for persistent share losses, and the risk of margin compression in 2025. Analyst Eric Sheridan downgraded Etsy's rating from Neutral to Sell and slashed the price target from $70 to $45. The Etsy Thesis: The company's gross merchandise sales have been dec ...

文章核心观点 - 高盛下调Etsy Inc(NASDAQ:ETSY)评级至"卖出",并将目标价从70美元下调至45美元 [1] - 分析师预计该电子商务股票将继续失去市场份额,因为面临更激烈的竞争 [1] 公司相关 - Etsy股价下跌39.3%,昨日创下4年多来新低48.06美元,目前低于20日至320日均线 [1] - 期权市场上,Etsy看涨期权交易量增加,10月52美元和55美元看涨期权最受关注 [1] - 空头头寸占Etsy可流通股的15%,需要4天才能完全平仓 [2]