An employee walks past a quilt displaying Etsy Inc. signage at the company's headquarters in the Brooklyn.Etsy is trying to make it easier for shoppers to purchase products from local merchants and avoid the extra cost of imports as President Donald Trump's sweeping tariffs raise concerns about soaring prices. In a post to Etsy's website on Thursday, CEO Josh Silverman said the company is "surfacing new ways for buyers to discover businesses in their countries" via shopping pages and by featuring local sell ...

Market Overview - The S&P 500, Dow Jones Industrial Average, and Nasdaq have shown significant volatility due to President Trump's tariff plans, which initially caused stock declines but saw a temporary rebound after a 90-day tariff pause and exemptions for electronics [1][2] Investment Strategies - **ETFs**: Investing in exchange-traded funds (ETFs) is recommended for diversification across industries, which can mitigate risks during market downturns. A broad ETF like the Vanguard S&P 500 ETF is suggested, known for its low expense ratio of 0.03% and historical average annual return of 10% [3][4] - **Beneficiary Companies**: Some companies may benefit from tariffs, such as Amazon and Etsy, as consumers may shift away from China-based products due to increased costs. Etsy has indicated it could be a "net beneficiary" of tariffs focused on China [5][6] - **Established Companies**: Investing in well-established companies like American Express and Microsoft is advisable during market turmoil, as they have a proven track record and are currently trading at reasonable valuations [7][8] - **Safe Stocks**: Companies in resilient sectors, such as healthcare, are considered "safe players" as they continue to perform during economic downturns. Additionally, dividend stocks, particularly Dividend Kings, are recommended for passive income [9][10] - **Long-term Perspective**: Maintaining a long-term investment outlook is crucial during market fluctuations. Quality stocks typically recover over time, and investors are encouraged to focus on long-term prospects rather than short-term volatility [11][12]

BROOKLYN, N.Y., April 16, 2025 /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 first quarter 2025 financial results before the opening of the market on Wednesday, April 30, 2025. 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 8:30 a.m.  ...

Core Viewpoint - Etsy's stock has significantly underperformed compared to the broader market and its industry peers, primarily due to weak consumer discretionary spending and increased competition in the e-commerce sector [1][2][3]. Company Performance - Etsy shares have dropped 28.4% over the past 12 months, while the S&P 500 and Zacks Retail-Wholesale sector returned 11.2% and 6.9%, respectively [1]. - The company experienced a 4.4% year-over-year decline in gross merchandise sales (GMS) in 2024, attributed to ongoing economic pressures affecting consumer spending [2]. Competitive Landscape - Etsy faces intense competition from larger e-commerce platforms like Amazon, eBay, and Alibaba, which have seen stock gains of 5.2%, 29.5%, and 80.2% respectively over the same period [3]. - The competitive advantages of these giants include pricing, product variety, and customer loyalty programs, making it challenging for Etsy to maintain its market position [3]. Strategic Initiatives - To counteract these challenges, Etsy has outlined strategic initiatives for 2025 aimed at improving GMS, including enhancing search and discovery through AI, improving buyer experience, and supporting sellers with better tools [4]. - The company plans to expand its marketing efforts, invest in AI-driven personalization, and grow internationally to drive global sales [4]. Financial Outlook - The Zacks Consensus Estimate for Etsy's first-quarter 2025 earnings per share is 53 cents, reflecting a slight decline but indicating a year-over-year growth of 10.42% [5]. - Revenue estimates for the same period are projected at $644.45 million, showing a year-over-year decline of 0.23% [6]. - Etsy has missed earnings estimates in three of the last four quarters, with an average negative surprise of 5.29% [6]. Conclusion - Despite the challenges posed by macroeconomic factors and competition, Etsy's focus on improving customer experience and expanding its global reach positions it for potential long-term growth [7]. - The company currently holds a Zacks Rank 3 (Hold), suggesting a cautious approach for investors until more favorable conditions arise in 2025 [8].

BROOKLYN, N.Y., March 27, 2025 /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 the appointment of Rafe Colburn as Chief Technology Officer (CTO), effective May 5, 2025. Colburn brings a wealth of technology leadership experience to the role. He currently serves as Chief Technology & Product Officer at Depop, where he has successfully scaled the technology team to supp ...

Core Insights - Etsy, Inc. (NASDAQ: ETSY) has recently attracted attention as its share price has declined, leading to a closer examination of the company and its potential as a strong buy opportunity [1] Company Analysis - The author has not previously investigated Etsy closely but has now placed it on a watch list due to its declining stock price [1] - The author believes they have identified a strong buy opportunity in Etsy, indicating a positive outlook for the company's future performance [1] Analyst Background - The author has over 25 years of experience in the financial and investment industry, including roles in treasury management, financial performance analytics, and trading [1] - The author is a CFA Charterholder and an active member of the CFA Institute, suggesting a strong foundation in financial analysis [1]

Things are going from bad to worse for the e-commerce specialist Etsy (ETSY 2.81%). The company has faced significant headwinds in the past three years, and its recent fourth-quarter earnings results just gave the bears even more ammunition. Etsy's shares fell on the heels of a disappointing quarterly update. Is there any hope that Etsy can turn things around? If it can, now might be a great time to initiate a position in the stock, considering Etsy is barely above its 52-week low. Is this an opportunity in ...

The three major indexes have declined in recent weeks. The Nasdaq Composite (^IXIC -1.96%) even entered correction territory as investors worried about the impact of President Donald Trump's tariffs on the economy and corporate earnings.The initial tariffs apply to imports from China, Canada, and Mexico -- the U.S.' top trading partners -- and the Trump Administration says it put them in place as a response to a flow of lethal drugs into the U.S. In recent days, though, the president also announced tariffs ...

Core Viewpoint - Etsy's stock has fallen significantly after reporting its 2024 earnings, with a decline of around 10% recently and over 80% from its peak in late 2021, indicating potential ongoing troubles for the company [1] Company Overview - Etsy operates marketplaces connecting buyers and sellers, with its main platform accounting for approximately 86% of its revenue in 2024 [2] - The company also owns Reverb and Depop, which together contribute about 24% to its revenue, indicating that the Etsy platform is the most critical business unit [3] Business Performance - Following a surge in investor interest during the pandemic, Etsy's merchandise sales value fell by 4.4% in 2024, continuing a trend of declines from previous years (1.2% in 2023 and 1.3% in 2022), suggesting a shrinking business [5] - In contrast, merchandise sales had more than doubled in 2020 and increased by 31% in 2021, driven by pandemic-related demand, but the market appears to be saturated now [6] Buyer Engagement - The number of active buyers decreased by 2.6% year-over-year in Q4 2024, with average purchases down by 3.5%, and habitual buyers fell by 9.5%, indicating potential buyer fatigue [7] Earnings Analysis - Despite weakening fundamentals, Etsy's earnings rose due to the company buying back 12.2 million shares in 2024, which increased earnings per share by approximately 10%, potentially masking deeper business issues [8] Valuation Considerations - With Etsy's stock losing nearly all pandemic-era gains, its current price-to-earnings ratio is around 19.5, compared to eBay's 16.5, suggesting that Etsy's valuation may continue to decline [9]

Etsy, Inc. (NASDAQ:ETSY) Morgan Stanley Technology, Media & Telecom Conference March 5, 2025 7:05 PM ET Company Participants Josh Silverman - Chief Executive Officer Lanny Baker - Chief Financial Officer Conference Call Participants Nathan Feather - Morgan Stanley Nathan Feather Good afternoon, everyone. Thanks so much for joining us. I'm Nathan Feather, Morgan Stanley small and mid-cap internet analyst. Pleased to be joined today by Josh Silverman, Etsy CEO, and Lanny Baker, Etsy's new CFO. Thanks so much ...