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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.7B)

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Marketplace Revenue (65%)

Services Revenue (25%)

Depop, Reverb & Other (10%)

Segment Breakdown & Key Customers

Product Details

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)

Supply Chain Relationships

Competitors

Amazon.com (AWS)

Online marketplace

Impact: Major competitor

eBay Inc.

Unique and vintage goods marketplace

Impact: Key competitor

Key Customers

Alphabet Inc. (Google)

Search and display advertising

Impact: High

Macro & Market Context

소비재 (경기민감)Sector News

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%

Upcoming Catalysts

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

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Company Info

Headquarters

Brooklyn, New York, USA

Founded

2005

Employees

2,400

Website

etsy.com

Sector Overview — 소비재 (경기민감)

Sector News