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February 27, 2024
EBAY is getting back to its roots

Ebay started as a simple hobby site called AuctionWeb nearly […]

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Can ETSY's Explosive Growth Continue?

May 5, 2021

Can ETSY's Explosive Growth Continue?

We featured ETSY as one of our Holiday Shopping winners, and boy were we right. When we sent the report, ETSY demand was booming into a critical shopping period, and shares were trading below $155.Shares gained as much as +58% in value through early March, following a big Q4 beat where the company added 61 million new and reactivated buyers to its platform. Now Etsy's YoY growth rate is being tested, especially when compared with Covid-induced demand.

Make no mistake -- Purchase Intent mentions in 21Q1 (ended March 31) were impressive: +49% YoY. But this is much smaller than the +91% YoY observed in the prior quarter. To give scale for the staying power of this platform, Purchase Intent mentions are +71% higher than they were in 2019 on a 30day Moving Average, and Consumer Happiness remains consistently high at 80% positive. Ebay, for comparison, boasts Consumer Happiness levels more than 15 points lower (63% positive). Personalization and unique item discovery are driving ETSY Consumer Happiness and Demand. LikeFolio data shows that demand for personalized items remains elevated: +8% YoY, and was a key driver in the last holiday shopping season. We're expecting a great report, but the bar is very high.  ETSY reports May 5 after market close.

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LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

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