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ETETSY

Etsy, Inc.

$ETSY·$7.3B·Specialty Retail·Consumer Cyclical
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Mentions · last 7 days
2026-06-27: 0 posts2026-06-28: 3 posts2026-06-29: 118 posts2026-06-30: 40 posts2026-07-01: 29 posts2026-07-02: 37 posts2026-07-03: 20 posts248
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ETETSY
$ETSYEtsy, Inc.
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AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Etsy, Inc. oversees online retail platforms designed to link independent merchants with a global customer base. Its primary marketplace is dedicated to unique and handcrafted items, while its Depop division focuses on the resale of apparel. The company's revenue streams largely originate from diverse marketplace fees, such as those for product listings, transactions, and payment processing, as well as from advertising services and optional seller utilities like shipping labels. Furthermore, Etsy administers programs aimed at improving search placement, providing buyer protection for qualifying orders, and offering financial incentives for seller-driven traffic. The enterprise was founded in 2005, formally incorporated as Indieco, Inc. in 2006, and then rebranded as Etsy, Inc. in June of the same year. Its corporate headquarters are located in Brooklyn, New York.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $ETSY.

Specialty Retail · Consumer Cyclical

Agentic commerce (AI agents ordering autonomously for consumers) is the medium-term structural disruptor — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing traditional retail discovery. Near-term, consumer trade-down sustains value-format players while discretionary names face traffic headwinds.

Top industry ETF

$XRTSPDR S&P Retail ETF
+2.7%YTD
+9.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-25.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-2.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$631.3M+3.1%72.2%19.0%$0.72$70.9M
Q4 FY25$881.6M+3.5%73.1%14.7%$1.13$307.9M
Q3 FY25$678.0M+2.4%71.3%12.2%$0.76$205.1M
Q2 FY25$672.7M+3.8%71.2%11.4%$0.28$88.8M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.8B$2.7B – $2.9B$3.58$3.25 – $3.9320
FY27$2.9B$2.8B – $3.0B$4.11$3.59 – $4.4720
FY28$3.0B$3.0B – $3.0B$4.85$3.68 – $5.7916
FY29$3.2B$3.2B – $3.3B$5.76$5.63 – $6.0215
FY30$3.4B$3.3B – $3.5B$6.61$6.45 – $6.9015

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Voices on X · last 7 days

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