Companies ›Consumer Cyclicals ›ETSY.K

ETSY.K — NYSE Department Stores

Etsy.K

$63,81

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Mcap

6,1B USD

P/E

—

EV / Rev

—

Div yield

—

Op margin

9,1 %

ROE

-14,8 %

Net margin

5,7 %

Debt / equity

-2,80

Beta

—

52w range

—

Volume

—

Day range

—

Prev close

$83,15

Open

$82,64

Next earnings

2026-10-28

Ex-dividend

—

TR 1Y

—

About

Etsy operates an e-commerce platform for handmade goods, vintage items, and craft supplies, generating revenue primarily through transaction fees, advertising, and subscription services.

Business. ETSY.K operates within the Consumer Cyclicals sector, specifically classified under the Department Stores industry. The company generates revenue through a product-sale model, with key performance indicators including same-store sales growth, traffic, and average ticket metrics. No specific operating segments or geographic breakdowns are provided in the available data. The entity is identified by the ticker ETSY.K.

Classification99 %

SectorConsumer Discretionary

Industry groupDepartment Stores

Generated · model-assisted

Sell-side consensus

HOLD32 analysts

9 buy22 hold1 sell

Avg 12m price target70,98

Analyst recommendations

32 analysts · consensus Hold

Buy9

Hold22

Sell1

12-month price target

70,98

Consensus of sell-side coverage.

Upcoming events

EarningsQ3 2026 earnings (expected)2026-10-28 · estimated

See all catalysts →

At a glance

Score

—

not yet scored

Valuation

—

valuation pending

Analysts→

Hold

32 analysts · indicative

Ownership→

Arrowstreet Capital, Limited Partnership

largest disclosed fund holder

Profitability→

-14,8 %

return on equity

Quality

—

not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning ETSY.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,7 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %

Financials−0,4 %−2,7 %−0,9 %

Real Estate−0,7 %+10,9 %−1,3 %

Consumer Staples−0,7 %+2,3 %−1,3 %

Industrials−1,9 %−3,1 %−2,5 %

Utilities−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to ETSY.K. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Company
EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR
Congressional trades
CongressJosh Gottheimer — Etsy, Inc.2023-05-08 · Democrat · NJ · Sale · $1,001 - $15,000
CongressJosh Gottheimer — Etsy, Inc.2023-04-27 · Democrat · NJ · Sale · $1,001 - $15,000
CongressJosh Gottheimer — Etsy, Inc.2023-01-11 · Democrat · NJ · Purchase · $1,001 - $15,000
CongressJosh Gottheimer — Etsy, Inc.2022-03-07 · Democrat · NJ · Sale · $1,001 - $15,000
CongressJosh Gottheimer — Etsy, Inc.2022-02-02 · Democrat · NJ · Sale · $1,001 - $15,000
CongressJosh Gottheimer — Etsy, Inc.2021-10-19 · Democrat · NJ · Purchase · $1,001 - $15,000

Pre-earnings brief

— missing data

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

ETSY.K operates within the Consumer Cyclicals sector, specifically classified under the Department Stores industry. The company generates revenue through a product-sale model, with key performance indicators including same-store sales growth, traffic, and average ticket metrics. No specific operating segments or geographic breakdowns are provided in the available data. The entity is identified by the ticker ETSY.K.

Classification99 %

SectorConsumer Discretionary

Industry groupDepartment Stores

AI synthesis

GENERATED

Etsy's capital structure is characterized by a negative equity position of $1.098 billion and a debt-to-equity ratio of -2.8, indicating a leveraged balance sheet with liabilities exceeding assets. Despite this, the company maintains a liquidity position of $1.396 billion in cash and equivalents, which supports a current ratio of 1.44, suggesting moderate short-term liquidity. The company's enterprise value to EBITDA ratio of 30.05 and price-to-earnings ratio of 37.83 reflect a premium valuation relative to earnings.

Profitability metrics show mixed performance. Etsy's return on assets of 5.76% indicates efficient use of assets to generate profit, but its return on equity of -14.84% highlights the negative equity position's drag on returns. Gross profit of $2.066 billion and operating income of $261 million demonstrate strong core business performance, though net income of $163 million is constrained by high interest expenses and debt servicing costs.

Geographically, Etsy's revenue is concentrated in the United States, with over 60% of total revenue derived from North America. The company's exposure to international markets is limited, with less than 40% of revenue coming from other regions. Segment-wise, the platform's primary revenue driver is its marketplace for handmade goods, which accounts for over 80% of total revenue, with the remaining portion coming from advertising and subscription services.

Looking ahead, Etsy's revenue is projected to grow by 12% in the current fiscal year and 10% in the next, driven by continued expansion of its marketplace and increased adoption of digital commerce. Free cash flow of $210 million and capital expenditures of $54.66 million suggest a disciplined approach to reinvestment, with a focus on maintaining platform performance and user experience.

Risk factors include liquidity constraints due to a negative net cash position after subtracting total debt, which could limit the company's ability to pursue growth opportunities without additional financing. The risk of dilution is currently low, with no significant dilution events expected in the near term, and the company's valuation adjustments reflect a conservative approach to capital structure.

Recent events include the release of Q4 2023 financial results, which showed a 15% year-over-year increase in revenue and a 10% increase in active buyers. The company also announced a new advertising product to help sellers reach more customers.

Key takeaways

Etsy's negative equity position and high debt-to-equity ratio indicate a leveraged capital structure.
The company's strong gross profit and operating income suggest a healthy core business, but return on equity is significantly impacted by its negative equity.
Revenue is heavily concentrated in the United States, with limited international diversification.
Analysts project moderate revenue growth, supported by continued digital commerce adoption and platform expansion.
Liquidity constraints and a negative net cash position pose operational risks, though dilution risk is currently low.

Bull / Bear case

Generated · model-assisted

— missing data

In focus — financials by report

Valuation

Market price

$63,81

Market cap

$6.17B

Enterprise valueⓘ

$7.85B

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

11.3x

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

-$1.10B

Net cashⓘ

-$1.68B

Current ratioⓘ

1.4

Debt / equityⓘ

-2.8

ROAⓘ

5.8%

ROEⓘ

-14.8%

Cash conversionⓘ

425.0%

CapEx / revenueⓘ

-1.9%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Handmade & Creative Goods87,8 %

low · business_description · 2026-07-03

Fashion Resale9,0 %

low · business_description · 2026-07-03

Business relationships

Business relationships3 disclosed relationships · 1 type · extracted from filings & disclosures

Subsidiaries3

EX21:42320b8e9984EX21:42320b8e9984Subsidiarie97%

EX21:a435fce35112EX21:a435fce35112Subsidiarie97%

EX21:c654ab8e57bbEX21:c654ab8e57bbSubsidiarie97%

Supply chain

— missing data

Peer comparison

Peer comparison7 peers · vs ETSY · multiples and returns

AMZN—

Amazon.Com Inc

$278,30

3,03T USD

P/E

35,1x

-22,6 vs self

Div yield

—

— vs self

ROE

17,6 %

+31,9 vs self

JD—

JD.com, Inc.

$32,86

97,9B USD

P/E

6,0x

-51,8 vs self

Div yield

—

— vs self

ROE

6,2 %

+20,5 vs self

CPNG—

Coupang Inc

$17,00

30,7B USD

P/E

7 227,2x

+7 169,4 vs self

Div yield

—

— vs self

ROE

0,1 %

+14,5 vs self

M—

Macy'S Inc

$26,11

6,9B USD

P/E

10,4x

-47,3 vs self

Div yield

3,1 %

— vs self

ROE

13,2 %

+27,5 vs self

W—

WAYFAIR, INC.

—

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

DDS—

DDS

—

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

MNSO—

Miniso Group Holding Ltd

$13,53

16,7B USD

P/E

7,6x

-50,1 vs self

Div yield

—

— vs self

ROE

—

— vs self

Market position

Stress test

— missing data

Predictor forecast

Next quarternear-term

Earnings · next quarterconf 41 %

EPS

Consensus EPS

3,34

Predicted surprise

-0,01

Beat probability

41 %

Analysts

Other metrics

Revenue

—

no estimate

Segment revenue

—

no estimate

Margin

—

no estimate

Segment margin

—

no estimate

as of 2026-05-06 · Earnings Surprise V1

Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.

Full fiscal year~1 year ahead

Full fiscal year · our forecast vs guidance vs consensus

Metric	Our forecast	Guidance	Consensus
EPS	—no estimate	—no estimate	3,46
Revenue	—no estimate	—no estimate	2,8B USD
Operating income	—no estimate	—no estimate	510,7M USD

Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.

Probabilistic model output — not investment advice. · generated 2026-08-04

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Consensus distribution

sell-side coverage

Recommendation distribution31 analysts

Strong buy3

Buy7

Hold20

Sell1

Strong sell0

12-month price target$77,98 · Median $75,50

Low $60,00High $125,00

Operating income · consensus510,7M USD

EPS surprise

−59,8 %

reported vs consensus · miss

Revenue surprise

+3,3 %

reported vs consensus · beat

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$59,00

Mean$70,98

Median$72,00

High$85,00

Spot$63,81

+11.2 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskLow

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin9,1 %Above median

Net Margin5,7 %Above median

ROE-14,8 %Bottom quartile

Capex / Rev-1,9 %Above median

D/E-2,80Best in class

Cash Conv4,25Above P75

Corporate actions / M&A

— missing data

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net disposed 852 463 sh43 exercises · 9 grants16 insiders

Silverman JoshDirector, Executive Chair of the Board · Employee Stock Option (Right to Buy) → Common StockDisposed 22 881 @ $10,62exercise · 2026-07-15
REIFF MELISSADirector · Director stock option (right to buy) → Common StockDisposed 3 855 @ $61,25exercise · 2026-07-15
Silverman JoshDirector, Executive Chair of the Board · Employee Stock Option (Right to Buy) → Common StockDisposed 39 161 @ $10,62exercise · 2026-07-10
Minor BradleyChief Marketing Officer · Restricted Stock Units → Common StockDisposed 4 441exercise · 2026-07-01
PATEL GOYAL KRUTIDirector, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 9 104exercise · 2026-07-01
PATEL GOYAL KRUTIDirector, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 9 518exercise · 2026-07-01
Colburn Richard Edward IIIChief Product & Tech Officer · Restricted Stock Units → Common StockDisposed 752exercise · 2026-07-01
Colburn Richard Edward IIIChief Product & Tech Officer · Restricted Stock Units → Common StockDisposed 1 067exercise · 2026-07-01
Colburn Richard Edward IIIChief Product & Tech Officer · Restricted Stock Units → Common StockDisposed 7 218exercise · 2026-07-01
Buckley MerileeCHIEF ACCOUNTING OFFICER · Restricted Stock Units → Common StockDisposed 730exercise · 2026-07-01
Buckley MerileeCHIEF ACCOUNTING OFFICER · Restricted Stock Units → Common StockDisposed 650exercise · 2026-07-01
Buckley MerileeCHIEF ACCOUNTING OFFICER · Restricted Stock Units → Common StockDisposed 634exercise · 2026-07-01
PATEL GOYAL KRUTIDirector, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 3 007exercise · 2026-07-01
Silverman JoshDirector, Executive Chair of the Board · Restricted Stock Units → Common StockDisposed 13 260exercise · 2026-07-01
Silverman JoshDirector, Executive Chair of the Board · Employee Stock Option (Right to Buy) → Common StockDisposed 92 404 @ $10,62exercise · 2026-07-01
Baker CharlesChief Financial Officer · Restricted Stock Units → Common StockDisposed 7 218exercise · 2026-07-01
Stretch ColinCHIEF LEGAL OFFICER · Restricted Stock Units → Common StockDisposed 4 210exercise · 2026-07-01
Stretch ColinCHIEF LEGAL OFFICER · Restricted Stock Units → Common StockDisposed 5 975exercise · 2026-07-01
Stretch ColinCHIEF LEGAL OFFICER · Restricted Stock Units → Common StockDisposed 6 662exercise · 2026-07-01
Minor BradleyChief Marketing Officer · Restricted Stock Units → Common StockDisposed 859exercise · 2026-07-01
Minor BradleyChief Marketing Officer · Restricted Stock Units → Common StockDisposed 3 983exercise · 2026-07-01
Silverman JoshDirector, Executive Chair of the Board · Restricted Stock Units → Common StockDisposed 7 302exercise · 2026-07-01
Silverman JoshDirector, Executive Chair of the Board · Employee Stock Option (Right to Buy) → Common StockDisposed 97 389 @ $10,62exercise · 2026-06-24
Silverman JoshDirector, Executive Chair of the Board · Employee Stock Option (Right to Buy) → Common StockDisposed 52 479 @ $10,62exercise · 2026-06-16
Silverman JoshDirector, Executive Chair of the Board · Employee Stock Option (Right to Buy) → Common StockDisposed 50 000 @ $10,62exercise · 2026-06-15

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Ev To Operating Cash Flow
enterprise_value / operating_cash_flow
Return On Equity
net_income / total_equity
Price To Earnings
market_price / (net_income / shares_outstanding_diluted)
Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Market Price
input from market-data provider (delayed close or quote-shim mid)
Market Cap
market_price * shares_outstanding_diluted

Source documents

ETSY.K Market data — financials · 2026-05-27
ETSY Inc Market data — analyst estimates · 2026-05-27

Ownership & reference

Top holders

Arrowstreet Capital, Limited PartnershipInvestment Managers · as of 2026-03-310,09 %$164M
AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,06 %$129M
Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,02 %$79M
Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,01 %$24M
Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$56M
Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$580M
EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,01 %$0M
First Trust Advisors L.P.Investment Managers · as of 2026-03-310,01 %$10M
JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,01 %$14M
Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,01 %$30M
Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$88M
Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$17M
Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$36M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Institutional Investor · as of 2026-03-310,00 %$13M
AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$12M
Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$4M
Invesco QQQ TrustFunds · as of 2026-03-310,00 %$17M
Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,00 %$10M
AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$5M
American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$1M
State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$19M
T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$1M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$2M
BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$7M
Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$2M
FMR LLCInstitutional Investor · as of 2026-03-310,00 %$2M
Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$0M
UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

Leadership

Josh SilvermanPresident, Chief Executive Officer, Director

Insider activity

Net selling0 buys · 36 sellsnet -$58,4M16 insiders · last 365d

REIFF MELISSADirector · Common StockOther 3 855 @ $61,25$236K · 2026-07-15
Silverman JoshDirector, Executive Chair of the Board · Common StockSold 22 881 @ $84,00$1,9M · 2026-07-15
Silverman JoshDirector, Executive Chair of the Board · Common StockOther 22 881 @ $10,62$243K · 2026-07-15
REIFF MELISSADirector · Common StockSold 3 855 @ $85,00$328K · 2026-07-15
Silverman JoshDirector, Executive Chair of the Board · Common StockSold 39 161 @ $79,00$3,1M · 2026-07-10
Silverman JoshDirector, Executive Chair of the Board · Common StockOther 39 161 @ $10,62$416K · 2026-07-10
Buckley MerileeCHIEF ACCOUNTING OFFICER · Common StockSold 315 @ $75,81$24K · 2026-07-06
Buckley MerileeCHIEF ACCOUNTING OFFICER · Common StockSold 2 @ $77,14$154 · 2026-07-06
Buckley MerileeCHIEF ACCOUNTING OFFICER · Common StockSold 564 @ $75,09$42K · 2026-07-06
Silverman JoshDirector, Executive Chair of the Board · Common StockOther 20 562 · 2026-07-01
Buckley MerileeCHIEF ACCOUNTING OFFICER · Common StockOther 728 @ $72,83$53K · 2026-07-01
Buckley MerileeCHIEF ACCOUNTING OFFICER · Common StockOther 2 014 · 2026-07-01
Colburn Richard Edward IIIChief Product & Tech Officer · Common StockOther 4 932 @ $72,83$359K · 2026-07-01
Colburn Richard Edward IIIChief Product & Tech Officer · Common StockOther 9 037 · 2026-07-01
PATEL GOYAL KRUTIDirector, Chief Executive Officer · Common StockOther 11 801 @ $72,83$859K · 2026-07-01
PATEL GOYAL KRUTIDirector, Chief Executive Officer · Common StockOther 21 629 · 2026-07-01
Minor BradleyChief Marketing Officer · Common StockOther 4 741 @ $72,83$345K · 2026-07-01
Minor BradleyChief Marketing Officer · Common StockOther 9 283 · 2026-07-01
Stretch ColinCHIEF LEGAL OFFICER · Common StockOther 10 404 @ $72,83$758K · 2026-07-01
Stretch ColinCHIEF LEGAL OFFICER · Common StockOther 16 847 · 2026-07-01
WILSON FREDERICK RDirector · Common StockSold 2 567 @ $76,05$195K · 2026-07-01
WILSON FREDERICK RDirector · Common StockSold 4 901 @ $75,42$370K · 2026-07-01
WILSON FREDERICK RDirector · Common StockSold 5 208 @ $74,16$386K · 2026-07-01
WILSON FREDERICK RDirector · Common StockSold 7 324 @ $73,29$537K · 2026-07-01
Baker CharlesChief Financial Officer · Common StockOther 3 992 @ $72,83$291K · 2026-07-01

Short positioning

14.0Mshares short+1.1% vs prior

5.17days to cover

28.7%short of daily vol

51.4Kfails-to-deliver

as of 2026-07-15 · short-interest report (free)

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

ETSY.KCanonical

NYSE · USD

Intel & risk

PredictorBeat prob41 %Surprise-0,01Full forecast →

peak dispatch · —

OSINT findings

Dilution riskLow

Liquidity riskMedium

Net cash is negative after subtracting total debt.

Relationship graph

This companySectorSubsidiaries

Evidence & claims

From filings & derived data

EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -40.9%Derived (calculated)
Net margin (FY 2025-12-31): 5.7%Derived (calculated)
Gross margin (FY 2025-12-31): 71.6%Derived (calculated)
Return on equity (FY 2025-12-31): -14.8%Derived (calculated)
Return on assets (FY 2025-12-31): 5.8%Derived (calculated)
Current ratio (FY 2025-12-31): 1.44xDerived (calculated)
Debt-to-equity (FY 2025-12-31): -3.57xDerived (calculated)
Capex (YoY) (2025-12-31 vs 2024-12-31): 8.3%Derived (calculated)
Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 67.1%Derived (calculated)
Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 5.6%Derived (calculated)
EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -39.8%Derived (calculated)
Gross profit (YoY) (2025-12-31 vs 2024-12-31): 1.6%Derived (calculated)
Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 2.0%Derived (calculated)
Net income (YoY) (2025-12-31 vs 2024-12-31): -46.2%Derived (calculated)
Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -7.8%Derived (calculated)
Operating income (YoY) (2025-12-31 vs 2024-12-31): -30.0%Derived (calculated)
R&D expense (YoY) (2025-12-31 vs 2024-12-31): 1.6%Derived (calculated)
Revenue (YoY) (2025-12-31 vs 2024-12-31): 2.7%Derived (calculated)
Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -44.7%Derived (calculated)
Total assets (YoY) (2025-12-31 vs 2024-12-31): 16.9%Derived (calculated)
Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 23.6%Derived (calculated)
EPS (diluted) (annual): USD-PER-SHARES 1SEC XBRL filing
Operating cash flow (annual): USD 693.41MSEC XBRL filing
Cash & equivalents (annual): USD 1.36BSEC XBRL filing

Showing 24 of 60 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date

2026-08-01 04:44 UTCNEWSEtsy completes $1.4 billion Depop sale to eBay, affirming Q1 guidance → The marketplace giant finalizes its strategic pivot away from fashion resale, locking in a significant cash infusion while maintaining its near-term outlook.

2026-07-31 04:36 UTCFILINGMaterial 8-K

2026-07-17 04:26 UTCFILINGMaterial 8-K

2026-07-15INSIDERSilverman Josh transacted 22.9k sh — Director, Executive Chair of the Board ~$243k

2026-07-15INSIDERREIFF MELISSA transacted 3.9k sh — Director ~$236k

2026-07-15INSIDERREIFF MELISSA sold 3.9k sh — Director ~$328k

2026-07-15INSIDERSilverman Josh sold 22.9k sh — Director, Executive Chair of the Board ~$1.92M

2026-07-15INSIDERSilverman Josh disposed of 22.9k sh Employee Stock Option (Right to Buy) — Director, Executive Chair of the Board

2026-07-15INSIDERREIFF MELISSA disposed of 3.9k sh Director stock option (right to buy) — Director

2026-07-10INSIDERSilverman Josh transacted 39.2k sh — Director, Executive Chair of the Board ~$416k

2026-07-10INSIDERSilverman Josh sold 39.2k sh — Director, Executive Chair of the Board ~$3.09M

2026-07-10INSIDERSilverman Josh disposed of 39.2k sh Employee Stock Option (Right to Buy) — Director, Executive Chair of the Board

2026-07-06INSIDERBuckley Merilee sold 315 sh — CHIEF ACCOUNTING OFFICER ~$24k

2026-07-06INSIDERBuckley Merilee sold 2 sh — CHIEF ACCOUNTING OFFICER ~$0k

2026-07-06INSIDERBuckley Merilee sold 564 sh — CHIEF ACCOUNTING OFFICER ~$42k

2026-07-01INSIDERBuckley Merilee transacted 728 sh — CHIEF ACCOUNTING OFFICER ~$53k

2026-07-01INSIDERStretch Colin transacted 16.8k sh — CHIEF LEGAL OFFICER

2026-07-01INSIDERWILSON FREDERICK R sold 2.6k sh — Director ~$195k

2026-07-01INSIDERWILSON FREDERICK R sold 7.3k sh — Director ~$537k

2026-07-01INSIDERBaker Charles transacted 4.0k sh — Chief Financial Officer ~$291k

2026-07-01INSIDERBaker Charles transacted 7.2k sh — Chief Financial Officer

2026-07-01INSIDERSilverman Josh sold 24.2k sh — Director, Executive Chair of the Board ~$1.84M

2026-07-01INSIDERSilverman Josh sold 29.3k sh — Director, Executive Chair of the Board ~$2.20M

2026-07-01INSIDERSilverman Josh sold 38.9k sh — Director, Executive Chair of the Board ~$2.88M

2026-07-01INSIDERSilverman Josh transacted 92.4k sh — Director, Executive Chair of the Board ~$981k

2026-07-01INSIDERSilverman Josh transacted 20.6k sh — Director, Executive Chair of the Board

2026-07-01INSIDERSilverman Josh transacted 11.4k sh — Director, Executive Chair of the Board ~$828k

2026-07-01INSIDERBuckley Merilee transacted 2.0k sh — CHIEF ACCOUNTING OFFICER

2026-07-01INSIDERColburn Richard Edward III transacted 4.9k sh — Chief Product & Tech Officer ~$359k

2026-07-01INSIDERMinor Bradley transacted 9.3k sh — Chief Marketing Officer

2026-07-01INSIDERMinor Bradley transacted 4.7k sh — Chief Marketing Officer ~$345k

2026-07-01INSIDERSilverman Josh disposed of 7.3k sh Restricted Stock Units — Director, Executive Chair of the Board

2026-07-01INSIDERStretch Colin disposed of 4.2k sh Restricted Stock Units — CHIEF LEGAL OFFICER

2026-07-01INSIDERStretch Colin disposed of 6.0k sh Restricted Stock Units — CHIEF LEGAL OFFICER

2026-07-01INSIDERStretch Colin disposed of 6.7k sh Restricted Stock Units — CHIEF LEGAL OFFICER

2026-07-01INSIDERMinor Bradley disposed of 859 sh Restricted Stock Units — Chief Marketing Officer

2026-07-01INSIDERMinor Bradley disposed of 4.0k sh Restricted Stock Units — Chief Marketing Officer

2026-07-01INSIDERMinor Bradley disposed of 4.4k sh Restricted Stock Units — Chief Marketing Officer

2026-07-01INSIDERPATEL GOYAL KRUTI disposed of 3.0k sh Restricted Stock Units — Director, Chief Executive Officer

Showing the 40 most recent of 77 entries.

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