Etsy: Abysmal Holiday Sales Signal Need For Improved Customer Acquisition
Portfolio Pulse from
Etsy reported a GAAP EPS of $1.03, beating expectations, but sales missed at $852M. Gross merchandise sales declined 6.8% YoY, with Etsy-specific GMS down 8.6% YoY. Despite increased profit margins, Etsy saw a decline in sellers, buyers, and sales per customer.
February 19, 2025 | 5:45 pm
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NEGATIVE IMPACT
Etsy's earnings report shows a mixed performance with EPS beating expectations but sales missing targets. The decline in gross merchandise sales and customer base indicates challenges in customer acquisition, despite improved profit margins.
Etsy's earnings report indicates a negative short-term impact due to missed sales targets and declining gross merchandise sales. The decrease in sellers and buyers suggests challenges in customer acquisition, which could pressure the stock price despite improved profit margins.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100