Jim Cramer Discusses Etsy (ETSY) & the Secondhand Clothes Market

Core Insights - Etsy Inc. (NASDAQ:ETSY) recently sold its Depop business to eBay for $1.2 billion, resulting in a 14% increase in its share price [2] - The company reported a revenue growth of 6.6% and a Gross Merchandise Sales (GMS) increase of 2.4% to $3.6 billion for Q4 2025 [2] - Analysts have mixed views on Etsy's stock, with Truist raising the price target to $83 while BofA and Stifel reduced their targets to $63 and $62 respectively, citing industry-wide pricing pressures [2][3] Company Developments - The sale of Depop marks a significant strategic move for Etsy, as it previously acquired the business for $1.62 billion five years ago [2] - The management change at Etsy is noted as a potential factor influencing its market position, particularly in the secondhand clothing sector [3] Analyst Commentary - Jim Cramer highlighted Etsy's potential in the secondhand clothes market, while also suggesting that some AI stocks may offer better investment returns with lower risks [3] - The mixed analyst ratings reflect a cautious outlook on Etsy's pricing power and market challenges in the eCommerce sector [2][3]