Etsy Inc (BSP:E2TS34)
R$ 22.6 0 (0%) Market Cap: 37.95 Bil Enterprise Value: 46.27 Bil PE Ratio: 26.89 PB Ratio: 0 GF Score: 70/100
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ETSY Inc at Stifel Cross Sector Insight Conference Transcript

Jun 08, 2022 / 02:55PM GMT
Release Date Price: R$27.8 (+5.70%)
Scott William Devitt
Stifel, Nicolaus & Company, Incorporated, Research Division - MD

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

Scott William Devitt
Stifel, Nicolaus & Company, Incorporated, Research Division - MD

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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