Etsy在全球拥有超过9200万活跃买家和770万活跃卖家，覆盖234个国家和地区，吸引了不少跨境卖家入驻。对于新手卖家而已，了解开店相关费用是必不可 少的。下面将详细分析在Etsy开店需要支付的主要费用。 一、店铺设置相关费用 1. listing费。卖家在Etsy上架的每件产品需要支付0.2美元，四个月后到期。如果商品未售出或上架更多产品时，需要重复支付这笔小额费用。 2. 店铺设计费。虽然在etsy平台开设店铺是免费的，但卖家设计logo、横幅或拍摄产品图等也需要一定的费用。具体费用取决于卖家的设计选择。 二、交易相关费用 1. 交易费。通过Etsy销售，卖家需要对每笔销售的总价（包括运费和礼品包装）收取6.5%的交易费。 2. 付款处理费。使用Etsy payments的每笔交易向卖家收取付款处理费用，该费用因国家而异。如美国手续费为3%+0.25美元，在中国为6.5% + 0.3美元，在法 国为4% + 0.30 欧元。 2. 包装材料费。包括使用箱子、气泡膜或带衬垫的信封，每个包裹的成本具体取决于所使用的材料。 四、市场营销与广告 为增加店铺曝光率和收益，Etsy提供了付费广告平台，卖家可以在此平 ...

Core 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].

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].

Financial Data and Key Metrics Changes - Etsy reported over $11 billion in gross merchandise sales (GMS) and over $2.5 billion in revenue, with $750 million in free cash flow, showing significant growth from $2 billion in GMS and less than $400 million in revenue when the CEO joined in 2017 [5][6][11] - The company has retained nearly all of the buyers and GMS gained during the pandemic, with 88 million active buyers at the end of the previous year [11][12] Business Line Data and Key Metrics Changes - The core Etsy business has high operating margins, while the overall corporate average is diluted by lower margins from Depop and Reverb, which are being consolidated [77][82] - The company has maintained strong margin discipline despite GMS pressures, with gross margins expected to remain in the low 70% range [76][80] Market Data and Key Metrics Changes - Etsy's marketplace supports approximately 90 million active buyers and 5.5 million sellers, indicating a robust community [3] - The company has a significant opportunity to grow in its most penetrated markets, with one out of three women in the US and UK having purchased from Etsy in the last year [68][69] Company Strategy and Development Direction - Etsy aims to enhance personalization and browsing experience on its platform, focusing on making the site more app-based and improving product discovery [14][46] - The company is investing in local search and cross-border shipping to drive growth in international markets, particularly in Europe [73] Management's Comments on Operating Environment and Future Outlook - Management noted that while discretionary purchases have been under pressure, Etsy has not seen significant market diversion due to economic conditions [22] - The company is optimistic about improving year-over-year comparisons in GMS as the year progresses, citing easier comparisons in the second half of the year [16] Other Important Information - Etsy has a proactive approach to managing tariff impacts, with a focus on local sourcing and flexibility within its seller community [24][25] - The company has about $800 million remaining on its current share repurchase authorization, indicating strong free cash flow generation [85] Q&A Session Summary Question: How does Etsy plan to improve GMS growth? - Management discussed the importance of improving product experience and infrastructure, which is expected to drive GMS growth in the coming quarters [19][20] Question: What is the impact of tariffs on Etsy's business? - Management indicated that Etsy's seller community is resilient and that the company is actively informing sellers about tariff changes, while also highlighting that only about 1% of GMS comes from US buyers purchasing from sellers in China [27][28] Question: How does Etsy view its competition and market dynamics? - Management acknowledged the dynamic nature of the market and emphasized that Etsy's value proposition would strengthen if tariffs against China remain in place [36] Question: What are the expectations for margins in the upcoming year? - Management confirmed that gross margins are expected to remain in the low 70% range, with continued cost discipline being a priority [76][80] Question: How does Etsy plan to engage lapsed users? - Management highlighted the opportunity to re-engage the 100 million lapsed users who have previously shopped on Etsy, focusing on reminding them of the unique offerings available [69][70]