ETSY Inc at Stifel Cross Sector Insight Conference Transcript
Good morning, everybody. I'm Scott Devitt. I cover Internet, e-commerce at Stifel. Very happy to have Etsy's CEO, Josh Silverman, and CFO, Rachel Glaser, with us today.
And it's been an interesting, I think, few years for e-commerce industry and I think maybe a good place to start, Josh, with you. If you look at -- not that our model is relevant in any way, but if you go back to before the pandemic, the -- relative to what we estimate the business in 2022, I think our revenue estimate is about 85% higher than what the '22 estimate was before the pandemic.
Questions & Answers
So if you read the news today, you think e-commerce as an industry was kind of ending in terms of all the things that are negatively impacting at the moment. But a good starting point would maybe where the business is, how the pandemic has kind of influenced and how you see the future from
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