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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产品与营收

产品营收占比

营收构成 ($2.7B)

静态数据（加载实时财务…）

Marketplace Revenue (65%)

Services Revenue (25%)

Depop, Reverb & Other (10%)

业务板块构成与主要客户

产品详情

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)

供应链关系

竞争对手

Amazon.com (AWS)

Online marketplace

影响: Major competitor

eBay Inc.

Unique and vintage goods marketplace

影响: Key competitor

主要客户

Alphabet Inc. (Google)

Search and display advertising

影响: High

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Brooklyn, New York, USA

成立时间

2005

员工人数

2,400

官网

etsy.com

行业概况 — 소비재 (경기민감)

行业新闻