Etsy, Inc. (ETSY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Core Insights - The company has experienced significant growth during the COVID-19 pandemic, with gross merchandise sales (GMS) increasing from approximately $5 billion in 2019 to $11 billion in the last year, more than doubling its business [2]. Group 1: Business Performance - The company successfully retained the gains made during the pandemic, even as consumers returned to a market with more choices [2]. - The strategic priorities set by the company aim to reposition the business for future growth [1]. Group 2: Market Context - The pandemic created a unique environment where many consumers turned to the company for specific products they could not find elsewhere, leading to a surge in demand [2].