Etsy Inc (NYSE:ETSY)
$ 84.1 +0.62 (+0.74%) Market Cap: 7.98 Bil Enterprise Value: 9.63 Bil PE Ratio: 35.04 PB Ratio: 0 GF Score: 78/100

ETSY Inc at Bernstein Strategic Decisions Conference Transcript

May 27, 2026 / 05:30PM GMT
Release Date Price: $63.81 (-0.81%)
Nikhil Devnani
Sanford C Bernstein & Co LLC - Equity Analyst

Okay. Thank you. Let's get started. Good afternoon, everyone. Thanks for joining here today. And my name is Nikhil Devnani. I'm Bernstein's US Emerging Internet Analyst. I cover a range of marketplace businesses, one of them being Etsy. It's my pleasure today to be hosting Lanny Baker, CFO of Etsy. Lanny, welcome back to the FTC.

Charles Baker
ETSY Inc - Chief Financial Officer

Thank you. It's good to be here.

Nikhil Devnani
Sanford C Bernstein & Co LLC - Equity Analyst

Before we get started, I want to remind everyone to please refer to the Etsy Investor Relations website for the safe harbor. And if you want to submit any questions for this session, you can do so via the QR code.

And for those of you newer to the story, just to level set, Etsy is a global e-commerce marketplace. Last year, did about 10.5 billion in gross merchandise sales with GMS, supported about 87 million active buyers and 5.5 million active sellers.

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