ETSY Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Jan 22, 2024

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Mar 07, 2023 / 08:15PM GMT
Lauren Elizabeth Cassel Schenk - Morgan Stanley, Research Division - Equity Analyst

Ready to go? All right. Thanks, everyone, for joining us. I'm Lauren Schenk, Morgan Stanley's small and mid-cap entrant analyst. I'm excited to be joined today by Rachel Glaser, Etsy's CFO. Thank you so much for being here.

Before we begin, just one disclosure on my end. Please note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley public website or at morganstanley.com\researchdisclosures or at the registration desk.

Questions and Answers:

Lauren Elizabeth Cassel Schenk - Morgan Stanley, Research Division - Equity Analyst

So maybe let's start bigger picture for those in the audience that may be less familiar with Etsy. Could you start off by speaking about Etsy's differentiation and market opportunity and strategy?

Rachel C. Glaser - Etsy, Inc. - CFO

Yes. And before I do, as I promised my legal team and our IR team, Etsy's disclosure can

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