BROOKLYN, N.Y., Feb. 5, 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 fourth quarter and year end 2024 financial results before the opening of the market on Wednesday, February 19, 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 ...

BROOKLYN, N.Y., Feb. 5, 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 that effective February 3, 2025, Etsy granted an inducement restricted stock unit award consisting of 99,593 shares of Etsy's common stock to Lanny Baker, who joined Etsy as its Chief Financial Officer effective January 1, 2025.The awards were granted under the Etsy, Inc. 2024 Inducement Plan ...

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Growth stocks soared last year as investors piled into high-potential players like artificial intelligence (AI) companies. In fact, these stocks led the S&P 500 (^GSPC 1.83%), the Nasdaq Composite (^IXIC 2.45%), and the Dow Jones Industrial Average (^DJI 1.65%) each to a double-digit gain for 2024 -- they rose 23%, 28%, and 12%, respectively. Since we're in a bull market, this isn't too surprising: Bull markets generally are favorable for companies focused on growth, as the environment makes it easier for t ...

When companies are deemed cheap by insiders, management, in this case, applies a few simple strategies to the underlying stock so that investors regain confidence and an optimistic view of the name. Consequently, these same decisions help Wall Street analysts get behind the stock and potentially boost its price targets accordingly. That standard method offers a higher dividend payout so that when compared to the stock price, the yields seem higher and more attractive for capital to flow in. There is one iss ...

-       Kruti Patel Goyal named to newly-created role of President and Chief Growth Officer-       Lanny Baker to join as Chief Financial Officer-       Brad Minor promoted to Chief Marketing OfficerBROOKLYN, N.Y., Dec. 5, 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 several Executive Team changes.These updates are meant to strengthen Etsy's ability to further ...

A month has gone by since the last earnings report for Etsy (ETSY) . Shares have added about 5.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Etsy due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Etsy Q3 Earnings Miss Estimates, Revenues BeatEtsy’s third-quarte ...

Summary of Etsy, Inc. Conference Call Company Overview - **Company**: Etsy, Inc. (NASDAQ:ETSY) - **Date**: November 25, 2024 - **Participants**: - Josh Silverman - CEO - Rachel Glaser - CFO - Bernie McTernan - Needham Key Points Industry Insights - **E-commerce Trends**: E-commerce is growing, but the growth is primarily in everyday essentials at discounted prices, leading to pressure on discretionary products [4][9] - **Consumer Sentiment**: Consumers feel financially pressured despite positive GDP growth, impacting discretionary spending [9][10] Company Performance and Strategy - **Gross Merchandise Sales (GMS)**: There has been volatility in GMS, with opportunities identified in both active buyer growth and GMS per buyer [4][6] - **Active Buyers**: Only about one in three women and one in ten men in the U.S. have purchased on Etsy in the last year, indicating significant potential for new buyer acquisition and re-engagement of 100 million lapsed buyers [6] - **Customer Experience**: Etsy is focusing on enhancing customer experience by improving search results and showcasing diverse product offerings [5][12] Gifting and Seasonal Opportunities - **Gifting Market**: The average American spends approximately $1,600 annually on gifts, with Etsy capturing only 2% of that market. There is a significant opportunity to increase market share in gifting [20] - **Gift Mode Features**: New features have been introduced to enhance the gifting experience, including gift teasers and improved shipping options [23][25] Product and Technology Enhancements - **Search and Discovery**: Improvements in search technology using neural networks to enhance relevance and reduce the "tyranny of choice" in search results [45][49] - **Seller Visibility**: A new Q-score system has been implemented to rank sellers based on quality metrics, improving the buyer experience [34][36] Financial Performance - **Take Rate Expansion**: Etsy's take rate increased by 130 basis points without negatively impacting seller margins, indicating a balanced approach to revenue growth [70][72] - **Etsy Ads**: The advertising platform is a key driver of revenue, with ongoing improvements to enhance return on ad spend (ROAS) for sellers [62][66] Capital Allocation and Future Outlook - **Free Cash Flow Utilization**: Etsy is focused on organic investments, share repurchases, and potential M&A opportunities, with a strong balance sheet to support these strategies [78][81] - **M&A Success**: The acquisition of Depop has been successful, enhancing Etsy's presence in the apparel category and reaching younger demographics [81] Challenges and Risks - **Market Competition**: Etsy is avoiding a price war in the marketplace, focusing instead on value and quality differentiation [12][10] - **Tariff Exposure**: The impact of potential tariffs on imports from China is minimal, as Etsy's inventory from China is de minimis [60][61] Conclusion Etsy is navigating a challenging macroeconomic environment by focusing on enhancing customer experience, expanding its gifting market, and leveraging technology to improve search and discovery. The company is well-positioned for future growth with a strong balance sheet and strategic focus on organic investments and potential acquisitions.

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 ...

Core Insights - Stocks removed from major indexes like the S&P 500 often lose appeal, particularly among professional investors, leading to significant price declines [1] - Historical data indicates that these stocks can outperform their indexes by five percentage points annually over the next five years after removal [2] Group 1: Etsy - Etsy generates 82% of its revenue from sellers identifying as a "business of one," offering a unique product range compared to larger retailers [5] - The company experienced a sales surge of over 100% during the pandemic, but growth has since slowed to single digits, resulting in an 81% decline from all-time highs [6][3] - Currently, Etsy trades at 11 times free cash flow (FCF), near historical lows, and only 15 times FCF when accounting for stock-based compensation [7] - A reverse discounted cash flow (DCF) analysis suggests Etsy needs only 4% annual FCF growth over the next decade to be an attractive investment [8] - In Q3, Etsy added 3 million app downloads, indicating potential for growth, as buyers through the app have a 40% higher lifetime value [9][10] - With a 22% FCF margin, Etsy has the capacity to buy back shares, having reduced its share count by 4% annually over the last four years [11] Group 2: WK Kellogg - WK Kellogg, known for brands like Frosted Flakes and Special K, was cast aside after its spinoff from Kellanova in 2023, trading 25% below its highs [12][13] - The company trades at a low EV-to-EBITDA ratio of 7, significantly cheaper than peers like General Mills and Post Holdings [14] - Kellogg is guiding for mid-teens EBITDA margins by 2026, following a $500 million investment to modernize its supply chain, which could lead to substantial undervaluation if successful [14] - The company raised its adjusted EBITDA growth guidance for 2024 to 5%-6% and increased its adjusted EBITDA margin to 10.5% for the first three quarters of 2024, indicating early progress [15] - Despite modest industry growth projections of 2% annually through 2029, Kellogg's current valuation suggests it is priced for minimal growth, presenting potential for market-beating returns [16][17]