Business Thrived During Pandemic with Strong Growth Prospects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy ETSY?
Source: Fool
- Pandemic Gains: The business experienced significant growth during the pandemic, driven by strong consumer demand for its products, which propelled rapid sales increases and demonstrated its resilience and market adaptability in challenging times.
- Long-Term Growth Drivers: The company possesses robust long-term growth drivers, expected to continue benefiting from industry trends and shifts in consumer preferences in the coming years, further solidifying its market position.
- Stock Performance: As of the afternoon of March 18, 2026, the company's stock price showed strong performance, reflecting investor confidence in its future development, potentially attracting more institutional investor interest.
- Strategic Planning: The company is formulating new strategic plans to capitalize on post-pandemic market recovery opportunities, aiming to expand its product line and market coverage to achieve sustainable business growth.
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Analyst Views on ETSY
Wall Street analysts forecast ETSY stock price to rise
26 Analyst Rating
6 Buy
18 Hold
2 Sell
Hold
Current: 47.310
Low
52.00
Averages
67.71
High
80.00
Current: 47.310
Low
52.00
Averages
67.71
High
80.00
About ETSY
Etsy, Inc. operates two-sided online marketplaces that connect buyers and sellers around the world. The Company's primary marketplace, Etsy.com, is the global destination for goods made by independent sellers. In addition to its core Etsy marketplace, its House of Brand consists of Depop Limited (Depop), which is its fashion resale marketplace. Each marketplace primarily operates independently, while benefiting from shared expertise in product development, marketing, technology, and customer support. The Company's top six retail categories on the Etsy marketplace include homewares and home furnishings, jewelry and personal accessories, apparel, craft supplies, paper and party supplies, and toys and games.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Customer Growth: The number of active customers reached 21.3 million, a 4% year-over-year increase, indicating ongoing improvements in customer acquisition and retention, which enhances the sustainability of future revenues.
- Margin Expansion: Gross profit increased by 3.6% year-over-year to $959.7 million, with gross margin expanding to 29.4%, primarily driven by growth in higher-margin categories and increased advertising revenue, showcasing the company's operational efficiency success.
- Robust Cash Flow: The company generated free cash flow of $232 million in Q4, with a record annual free cash flow of $562.4 million, indicating a strong liquidity position while committing to shareholder returns, further boosting investor confidence.
See More
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- Etsy Options Volume: Etsy Inc saw options trading volume of 14,744 contracts, equating to approximately 1.5 million shares, which represents about 52% of its average daily trading volume of 2.8 million shares over the past month, indicating heightened market interest in its future performance.
- High Demand for Call Options: Notably, the $50 strike call option expiring on May 15, 2026, has seen 948 contracts traded today, representing around 94,800 underlying shares, reflecting investor expectations for a price increase in Etsy's stock.
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- Put Options Trading Insights: Particularly, the $25 strike put option expiring on June 18, 2026, has recorded 800 contracts traded today, representing about 80,000 underlying shares, indicating investor concerns regarding a potential decline in Netgear's future stock price.
See More
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- Merchant Integration Support: OpenAI now allows merchants to share product feeds and promotions, ensuring their products are fully represented within ChatGPT, with retailers like Target, Sephora, and Nordstrom already supporting this new experience, thus enhancing the platform's product coverage.
- App Integration: OpenAI introduced custom app functionality at its annual developer conference, enabling merchants to better control customer experiences and transaction processes through these apps, further enhancing the personalization and convenience of the shopping experience.
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- Merchant Integration Support: OpenAI enables merchants to share product feeds and promotions, ensuring their products are fully represented within ChatGPT, with retailers like Target and Sephora already supporting this new experience.
- Enhanced App Functionality: OpenAI introduced custom app functionality at its developer conference, allowing merchants to better control customer experience and transaction processes through these apps, further advancing collaborations with companies like Walmart.
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- Enhanced Customer Experience: By providing accurate product information, Gap can control the customer experience without traditional website redirects, which is anticipated to improve customer satisfaction and conversion rates, further solidifying Gap's position in a rapidly changing retail landscape.
- AI Tool Implementation: The upcoming AI sizing tool, Bold Metrics, will assist customers in finding the right size online, expected to reduce return rates and boost customer loyalty, thereby enhancing Gap's competitive edge in the fiercely competitive fashion market.
- Strategic Market Positioning: Amid increasing competition in retail, Gap's AI-driven commerce model provides a competitive advantage; although loyalty account linking is not yet available, the company plans to evolve based on customer needs, ensuring the brand remains relevant in the market.
See More
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- Customer Experience Optimization: Through Gemini, Gap can control the accuracy of product information, ensuring customers receive the best experience when searching for suitable items, thereby increasing customer satisfaction and purchase conversion rates.
- AI Tool Implementation: Gap's upcoming AI sizing tool, Bold Metrics, will assist customers in finding the right size online, further enhancing the shopping experience and reducing return rates, which strengthens brand loyalty.
- Market Competition Strategy: In the increasingly competitive retail landscape, Gap's innovative move not only meets consumer demand for convenient shopping but also lays the groundwork for future market expansion, ensuring the brand remains relevant in an AI-driven shopping environment.
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