1/6 Thread: $ETSY Conference call with RBC (17 Nov, 2020)
Before I share my notes from the call, here's my deep dive on Etsy if you haven't read it already.
mbi-deepdives.com/etsy-a-handmad…
Before I share my notes from the call, here's my deep dive on Etsy if you haven't read it already.
mbi-deepdives.com/etsy-a-handmad…
2/6 Image I: Search result on Etsy today is "dramatically better" than it was 2 years ago.
Image II: How communication between buyers and sellers continues to differentiate the Etsy experience from Amazon, Walmart etc.
Image II: How communication between buyers and sellers continues to differentiate the Etsy experience from Amazon, Walmart etc.
3/6 "...we don't give the teams a specific dollar budget. We give them an ROI threshold to hit, and we want them to keep spending until they meet-until they no longer meet that threshold."
Paid GMS now 20-21% of all GMS, up from 15-16% last year.
Paid GMS now 20-21% of all GMS, up from 15-16% last year.
4/6 Is supply chain constraint a concern for $ETSY during holiday season?
Nope. It's a problem for other e-tailers, but doesn't seem to be an issue for Etsy.
Nope. It's a problem for other e-tailers, but doesn't seem to be an issue for Etsy.
5/6 Image I: The chicken-and-egg problem to build a marketplace, and how $ETSY solves the problem when they enter a new market
Image II: In UK, and Germany, half of the GMS comes from domestic sellers.
Image II: In UK, and Germany, half of the GMS comes from domestic sellers.
6/6 Shoutout to @theTIKR for the transcripts.
You can sign up for their service for free by following the link (I don't get paid to do this, I just love the service):
app.tikr.com/register?ref=z…
You can sign up for their service for free by following the link (I don't get paid to do this, I just love the service):
app.tikr.com/register?ref=z…
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