Etsy(US:ETSY) Seeking Alpha·2025-09-10 05:04Core Insights - The company has experienced significant growth during the COVID-19 pandemic, with gross merchandise sales (GMS) more than doubling from approximately $5 billion in 2019 to $11 billion last year [2]. Group 1: Business Journey - The company faced headwinds in the business over the past couple of years but has now established strategic priorities to reposition itself [1]. - The company successfully retained the gains made during the pandemic, even as consumers returned to a market with more choices [2]. Group 2: Strategic Focus - The CEO highlighted the importance of understanding customer needs, noting that many customers turned to the company during the pandemic when they could not find desired products elsewhere [2]. - The company is focused on executing its strategic priorities to ensure continued growth and adaptation in the medium to long term [1].