Core Insights - Etsy, Inc. will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, at 4:50 p.m. PST, with a webcasted fireside chat available for investors [1] Company Overview - Etsy operates two-sided online marketplaces connecting millions of buyers and sellers globally, with a mission to "Keep Commerce Human" [1] - The primary marketplace, Etsy.com, is known for unique and creative goods, catering to buyers seeking inspiration and delight from crafted items [1] - Etsy also owns the fashion resale marketplace Depop, with both marketplaces operating independently while sharing expertise in product, marketing, technology, and customer support [1] - Founded in 2005, Etsy is headquartered in Brooklyn, New York [1]

Core Viewpoint - eBay Inc. (NASDAQ:EBAY) has shown strong performance in its recent fiscal fourth quarter, with significant revenue and earnings growth, despite a slight year-to-date decline in share price [2]. Financial Performance - eBay reported $2.97 billion in revenue for the fourth quarter, exceeding analyst estimates of $2.88 billion [2]. - Adjusted earnings per share were $1.41, surpassing expectations of $1.34 [2]. - The company's gross merchandise volume reached $21.2 billion, reflecting a robust 10% annual growth [2]. Market Activity - eBay's shares have increased by 22% over the past year, although they are down by 1% year-to-date [2]. - Morgan Stanley raised eBay's share price target to $112 from $102, maintaining an Overweight rating on the stock [2]. Strategic Moves - eBay announced its decision to acquire used clothes retailer Depop from Etsy, indicating a strategic expansion into the secondhand market [2]. - Jim Cramer highlighted the potential strength of the secondhand market in relation to eBay's performance [2][5].

Core Insights - Etsy Inc. has experienced a decline in momentum ranking, now at the 19.26th percentile, indicating a downward trend in price strength and volatility compared to the broader market [1] - The stock shows negative price trends across all time horizons, reflecting a persistent downward trajectory over recent months and the past year [2] Financial Performance - In the latest financial report, Etsy reported an EPS of $0.92, exceeding the analyst estimate of $0.86, while revenue of $881.64 million slightly missed the consensus of $882.89 million [4] - The core Etsy marketplace achieved a marginal Gross Merchandise Sales (GMS) growth of 0.1% in Q4, but analysts remain cautious about future growth prospects [4] Strategic Moves - The sale of Depop is seen as a cash infusion for share repurchases, but it also removes a significant growth asset, raising concerns about Etsy's ability to enhance core marketplace growth [5] - CEO Kruti Patel Goyal is focusing on "human connection" and AI-driven shopping, with AI traffic reportedly growing 15 times year-over-year [6] - Proceeds from the Depop sale will be reinvested into the core platform and fund share buybacks, which are projected to total $777 million in 2025 [6] Stock Performance - Year-to-date, Etsy shares have declined by 8.57%, while the S&P 500 index has only decreased by 0.30% during the same period [7] - Over the last six months, the stock has fallen by 8.75%, and it is down 1.63% over the past year [7]

Group 1 - The article discusses the challenges faced by Etsy (ETSY), highlighting a decline in engagement and stagnant gross merchandise sales, which suggests a loss of momentum for the company [1] - The author emphasizes the need for more than just initial signs of recovery ("green shoots") to foster optimism regarding Etsy's future performance [1] - The service "Value in Corporate Events" aims to provide actionable insights on major corporate events, including earnings reports and M&A activities, to help investors identify opportunities [1] Group 2 - The article indicates that the author may consider initiating a long position in ETSY within the next 72 hours, reflecting a potential shift in investment strategy [2] - There is a focus on establishing greater confidence before making investment decisions at current price levels [3]

Retail and Consumer - Best Buy, Ralph Lauren, and Nike are expected to benefit from the new 15% tariff, which is 4% lower than previous rates, according to Jefferies analysts [1] - Other retailers like Target and Elf Beauty may also see positive impacts from the tariff reduction [1] E-Commerce Companies - Small and midcap e-commerce stocks may experience mixed effects; Etsy is noted to be the most insulated from tariff volatility due to its diversified trade routes [1] - Chewy and Wayfair are expected to be least impacted as they have already adapted to previous tariffs [1] Paper, Lumber, and Packaging - Local packaging and lumber companies may lose their competitive edge due to the new tariffs, with companies like Clearwater Paper and Rayonier flagged for negative impacts [1] - A survey indicated that U.S. buyers reported lower containerboard prices in February, intensifying pricing pressure from increased European imports [1] Automobiles - Legacy automakers such as Ford and General Motors are unlikely to see relief from tariffs, as most tariffs on the industry remain unaffected by the recent ruling [1] Steel, Aluminum, and Copper - Producers in these sectors, including Steel Dynamics and Alcoa, are expected to remain unaffected as tariffs will continue under Section 232 [1] Emerging Markets - China is anticipated to benefit significantly from the tariff changes, with analysts expecting tariff rates to decline from 32% to around 24% and 27% [1] - Other regions like India and Southeast Asia are also expected to see tariff reductions, with estimates of 4-5% for Southeast Asia and a drop to 14% for India [1]

Group 1: Supreme Court Ruling and Market Reactions - The US Supreme Court struck down Donald Trump's tariffs in a 6-3 decision, leading to a mixed market reaction, with potential relief for industries affected by tariffs [1][2] - Analysts believe the ruling may boost US and global equities, particularly benefiting cyclicals and import-dependent sectors like IT hardware, retail, and industrials [2] - Concerns remain regarding the lack of clarity on tariff refunds, which could create uncertainty in the market [3] Group 2: Key Questions Post-Ruling - Analysts highlight critical questions regarding who will receive tariff refunds, as the burden of tariffs has been shared among US companies, consumers, and foreign exporters [4] - There are concerns about how the government will replace lost tariff revenue, which could impact the deficit and Treasury yields [4] Group 3: Consumer Discretionary Stocks - A list of 14 best consumer discretionary stocks has been compiled, focusing on those with a market capitalization of at least $2 billion and significant hedge fund interest [5][8] - The methodology for selecting these stocks includes filtering for analyst coverage and projected upside, indicating a strategic approach to identifying investment opportunities [8][9] Group 4: Company-Specific Insights - Etsy Inc. reported a revenue growth acceleration to 6.6% YoY in Q4 2025, driven by improved gross merchandise sales (GMS) and a higher take rate of 24.5% [12][14] - Rollins Inc. experienced organic revenue growth of 5.7% in Q4 2025, with management projecting 9% to 11% YoY growth for 2026, despite recent weather-related challenges [15][16] - Rollins aims to improve its EBITDA margin to 25% to 30% by the end of 2026, with a longer-term target of 30% to 35% [17]

Key Takeaways Etsy's Q4 revenues rose 3.46% to $881.6M, topping estimates on strong ad performance.Etsy's active buyers dipped 2% to 93.5M, while active sellers climbed 7.7%.Etsy expects Q1 2026 GMS of $2.38B$2.43B, implying 2%-4% growth.Etsy (ETSY) reported fourth-quarter 2025 earnings of 92 cents per share, which beat the Zacks Consensus Estimate by 4.55% but declined 10.68% year over year.Fourth-quarter 2025 revenues increased 3.46% year over year to $881.64 million. The figure also exceeded the Zacks Co ...

I love going to prison with Andrew Glazier. Glazier is the CEO of Defy Ventures, a Los Angeles-based nonprofit running entrepreneurship training programs in prisons across eight states. And twice now, I’ve tagged along at Defy events, including a New York coaching day and a California pitch competition. As you might expect, there are all sorts of rules in prison: first names only, no promises, no asking ‘what you’re in for,’ high-fives and fist bumps. But I’d argue there’s one rule that matters above the ot ...

Barclays sets a price target of $72 for Etsy, indicating a potential increase of 49.56%.Etsy announces the sale of its secondhand clothing business, Depop, to eBay for $1.2 billion in cash, aiming to streamline operations.The company's fourth-quarter earnings report shows a diluted earnings per share of $0.92 and revenue of $882 million, surpassing Wall Street's expectations.Etsy Inc (NASDAQ:ETSY) is a well-known e-commerce platform that focuses on handmade, vintage, and unique factory-manufactured items. T ...

Core Viewpoint - Ten stocks showed resilience on a day when broader market indices declined, with two companies reaching record highs, indicating selective investor confidence despite overall market pessimism [1][2]. Group 1: Etsy Inc. (NYSE:ETSY) - Etsy's stock rose by 9.28% to $48.14, ending a five-day losing streak, driven by the sale of its secondhand clothing app, Depop, and strong revenue reports for Q4 and full-year 2025 [4][6]. - The sale of Depop, valued at $1.2 billion, is expected to close in Q2 2026, pending regulatory approvals, with proceeds aimed at corporate purposes, share buybacks, and core marketplace investments [6]. - Etsy reported a 46.3% decline in net income for the last year, totaling $162.98 million, while revenues increased by 2.7% to $2.88 billion [6][7]. Group 2: Occidental Petroleum Corp. (NYSE:OXY) - Occidental Petroleum's stock increased by 9.38% to $51.53, buoyed by an 8% rise in quarterly dividends, now set at $0.26 per share, which is double the amount from four years ago [8]. - The company narrowed its net loss attributable to shareholders by 77% to $68 million in Q4, compared to $297 million in the same quarter of 2024, despite a 44% drop in total oil and gas sales to $655 million [9]. - For the full year, net income attributable to shareholders fell by 30.6% to $1.65 billion, with total oil and gas sales down 11.7% to $4.59 billion [10].