Etsy, Inc.

ETSYintermediary

Etsy operates the world's leading marketplace for unique, handmade, and vintage items, with approximately 9 million active sellers and 96 million active buyers. The company also owns Depop and Reverb.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.7B)

Data statis (memuat keuangan langsung…)

Marketplace Revenue (65%)

Services Revenue (25%)

Depop, Reverb & Other (10%)

Komposisi segmen dan pelanggan utama

Detail produk

Etsy Marketplace70%

Platform for handmade, vintage, and unique factory-manufactured items from independent sellers

Etsy Ads & Services20%

Promoted listings, offsite ads, and seller tools

Depop & Reverb10%

Gen-Z fashion resale (Depop) and musical instrument marketplace (Reverb)

Hubungan Rantai Pasok

Pesaing

Amazon.com (AWS)

Online marketplace

Dampak: Major competitor

eBay Inc.

Unique and vintage goods marketplace

Dampak: Key competitor

Pelanggan Utama

Alphabet Inc. (Google)

Search and display advertising

Dampak: High

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Katalis mendatang

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Info Perusahaan

Kantor Pusat

Brooklyn, New York, USA

Didirikan

2005

Karyawan

2,400

Situs Web

etsy.com

Gambaran umum sektor — 소비재 (경기민감)

Berita sektor