Core Insights - Etsy, Inc. reported its second quarter results for 2025, highlighting a focus on strengthening customer relationships and enhancing buyer engagement through improved shopping experiences and personalized marketing [2][3][5] Financial Performance - Gross Merchandise Sales (GMS) for Q2 2025 was $2.8 billion, a decrease of 4.8% year-over-year, while revenue increased by 3.8% to $672.7 million [6][7] - The take rate improved to 24.0%, up from 22.0% in the previous year, driven by enhanced Etsy Ads revenue [6][7] - Net income for the quarter was $28.8 million, down from $53.0 million year-over-year, primarily due to a non-cash foreign exchange loss [6][7] - Adjusted EBITDA was $169.0 million, with a margin of 25.1%, reflecting a decline from the previous year [6][7][25] Strategic Initiatives - The company is prioritizing GMS growth through four strategic initiatives: enhancing shopper discovery, improving machine learning for content matching, retaining valuable customers, and amplifying the unique human connection of Etsy [10] - Etsy completed the sale of Reverb on June 2, 2025, which contributed $153.0 million to GMS and $17.6 million to revenue for the first two months of Q2 2025 [3][6] Market Trends - Depop, another marketplace owned by Etsy, reported a GMS of $249.6 million for Q2 2025, marking a 35.3% year-over-year growth [5] - Active buyers decreased by 4.6% year-over-year to 87.3 million, although the company reactivated 6.5 million buyers during the quarter [6][7] Cash Position and Investments - Etsy ended Q2 2025 with $1.5 billion in cash and cash equivalents, following a successful convertible notes offering that raised approximately $700 million [6][7] - The company repurchased approximately $335 million of its stock during the quarter, reflecting confidence in long-term growth opportunities [6][7] Future Guidance - For Q3 2025, Etsy expects GMS to be between $2.6 billion and $2.7 billion, with a take rate of approximately 24.5% and an adjusted EBITDA margin around 25% [9][10]

Group 1 - Etsy, Inc. is set to release its fourth-quarter earnings results on July 30, with analysts expecting earnings of 49 cents per share, an increase from 41 cents per share in the same period last year [1] - Projected quarterly revenue for Etsy is $647.63 million, slightly down from $647.81 million a year earlier [1] - On June 12, Etsy announced a $650 million offering of convertible senior notes [1] Group 2 - Etsy shares experienced a decline of 3.9%, closing at $60.30 [2] - Analysts have provided various ratings and price target adjustments for Etsy, with Stifel maintaining a Hold rating and raising the price target from $45 to $66 [4] - Canaccord Genuity maintained a Buy rating and increased the price target from $62 to $68, while Raymond James raised its Outperform rating target from $50 to $70 [4] - Deutsche Bank maintained a Hold rating with a price target increase from $40 to $47, and UBS raised its Neutral rating target from $45 to $62 [4]

Core Viewpoint - Analysts forecast Etsy (ETSY) will report quarterly earnings of $0.54 per share, reflecting a year-over-year increase of 31.7%, with revenues expected to be $648.01 million, showing no change from the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a 0.7% upward revision in the consensus EPS estimate for the quarter, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts project 'Revenue- Services' to reach $189.56 million, representing a year-over-year increase of 6.8% [4]. - The estimated 'Revenue- Marketplace' is $459.65 million, indicating a year-over-year decline of 2.3% [5]. - Total Gross Merchandise Sales (GMS) are expected to be $2.77 million, down from $2.95 million in the same quarter last year [5]. Active User Metrics - Analysts estimate 'Active buyers' will total 94,648, a decrease from 96,610 reported in the same quarter of the previous year [5]. - The consensus for 'Active sellers' is 8,155, down from 8,801 in the same quarter last year [6]. Stock Performance - Shares of Etsy have increased by 23.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 4.9% [6].

Core Insights - Coupang, Inc. (CPNG) has shown strong year-to-date performance, returning approximately 37.6%, significantly outperforming the average gain of 6.9% in the Retail-Wholesale sector [4] - The Zacks Rank for Coupang, Inc. is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Coupang, Inc. belongs to the Internet - Commerce industry, which has an average gain of 11.4% this year, further highlighting CPNG's superior performance [6] Retail-Wholesale Sector Overview - The Retail-Wholesale sector consists of 204 individual stocks and is currently ranked 13 in the Zacks Sector Rank [2] - The Zacks Consensus Estimate for Coupang's full-year earnings has increased by 2.3% over the past three months, reflecting improved analyst sentiment [4] Comparison with Peers - Etsy (ETSY) is another stock in the Retail-Wholesale sector that has outperformed, with a year-to-date return of 18.1% and a Zacks Rank of 2 (Buy) [5] - Both Coupang, Inc. and Etsy are part of the Internet - Commerce industry, which includes 36 individual stocks [6]

Core Viewpoint - Etsy is anticipated to report a year-over-year increase in earnings despite lower revenues, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.53 per share, reflecting a year-over-year increase of +29.3%, while revenues are projected to be $647.76 million, unchanged from the previous year [3]. - The earnings report is scheduled for release on July 30, and better-than-expected results could lead to a stock price increase, whereas disappointing results may cause a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 0.29% higher in the last 30 days, indicating a slight positive reassessment by analysts [4]. - The Most Accurate Estimate for Etsy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -10.86%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a strong predictor being a positive Earnings ESP combined with a favorable Zacks Rank [10][11]. - Despite a Zacks Rank of 2 (Buy), the negative Earnings ESP reading complicates the prediction of an earnings beat for Etsy [12]. Historical Performance - In the last reported quarter, Etsy was expected to post earnings of $0.50 per share but only achieved $0.46, resulting in a surprise of -8.00% [13]. - Over the past four quarters, Etsy has only beaten consensus EPS estimates once [14]. Conclusion - While Etsy does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Etsy faces user boycott over 'Alligator Alcatraz' branded products | TechCrunch https://t.co/JKXilltuue ...

The Florida GOP isn’t the only one profiting from the detention center known as “Alligator Alcatraz” by selling merchandise. A subset of Etsy buyers and sellers began a boycott of the online marketplace this month over its decision to allow “Alligator Alcatraz”-branded merchandise on its site. Today, this sort of merchandise — including T-shirts, hats, mugs, stickers, patches, and other items — can be found across e-commerce platforms beyond Etsy, ranging from large retailers like Amazon to online marketpla ...

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Etsy, an online marketplace for handmade goods, has become an unlikely destination for witchcraft https://t.co/K71YtuvToW ...

Core Points - Etsy, Inc. plans to release its second quarter 2025 financial results on July 30, 2025, before market opening [1] - A video webcast conference call will be held at 8:30 a.m. Eastern Time on the same day to discuss the results, allowing analysts to ask questions [2] - A replay of the webcast will be available starting at 12:00 p.m. Eastern Time on the same day for at least three months [3] Company Overview - Etsy operates two-sided online marketplaces connecting millions of buyers and sellers globally, with a mission to "Keep Commerce Human" [3][4] - The primary marketplace, Etsy.com, is known for unique and creative goods, providing tools and services for sellers [3] - Etsy also owns the fashion resale marketplace Depop, with both marketplaces operating independently but sharing expertise [4] Investor Relations - The company uses its Investor Relations website and Etsy News Blog to disclose material non-public information and comply with disclosure obligations [5]