Etsy Q2 Earnings: Revenue Beat, EPS Beat, GMS Down 2.1%, Company Making 'Excellent' Progress On 'Bold Moves'
Etsy Q2 Earnings: Revenue Beat, EPS Beat, GMS Down 2.1%, Company Making 'Excellent' Progress On 'Bold Moves'
Etsy Inc (NASDAQ:ETSY) reported financial results for the second quarter after the market close on Wednesday. Here's a look at the key metrics from the quarter.
周三收盘后，Etsy Inc（纳斯达克：ETSY）发布了第二季度财务业绩报告。以下是该季度的主要指标。
Q2 Earnings: Etsy reported second-quarter revenue of $647.8 million, beating the consensus estimate of $629.57 million, according to Benzinga Pro. The company reported quarterly earnings of 46 cents per share, beating estimates of 44 cents per share.
Q2业绩：据Benzinga Pro报道，Etsy第二季度营业收入为6,478万美元，超过共识估计6,295.7万美元。该公司报告每股季度收益为46美分，超过44美分的估计。
Consolidated GMS (gross merchandise sales) totaled $2.9 billion in the quarter, down 2.1% year-over-year. Etsy marketplace GMS was $2.5 billion, down 3.2% year-over-year.
该季度的综合GMS（总商品销售额）合计为29亿美元，年同比下降2.1%。Etsy网站GMS为25亿美元，年同比下降3.2%。
Within the Etsy marketplace, active buyers increased 1% year-over-year after the company reactivated 6.4 million buyers, up 8.5% from the prior year period. GMS per active buyer declined 3.2% on a trailing 12-month basis, but Etsy noted this metric "continued to stabilize on a sequential basis."
在Etsy网站内，经公司重新启动的640万买家后，活跃买家同比增长1%，较前一年同期上升8.5%。按照过去12个月GMS计算，每个活跃买家的GMS下降了3.2%，但Etsy指出该指标"持续稳定"。
Etsy said it repurchased approximately $150 million of its stock in the second quarter. The company ended the quarter with $1.1 billion in cash, equivalents and short- and long-term investments.
Etsy表示，第二季度回购了约1.5亿美元的股票。该公司截至该季度末现金、等值物和短期和长期投资共计11亿美元。
"Gifting is proving to be a winning theme — driving growth as a key source of differentiation for Etsy. We are making excellent progress with other bold moves and investments meant to raise consideration among buyers — to help us stand apart more than ever. While this is a challenging environment for our type of goods, we are focused on reigniting Etsy marketplace growth and gaining market share," said Josh Silverman, CEO of Etsy.
"礼品"正在成为一个成功的主题，成为Etsy的一个关键差异化增长来源。我们正在取得其他大胆举措和投资的极好进展，以提高买家的考虑度，帮助我们比以往更加脱颖而出。虽然对于我们这种类型的商品而言，这是一个具有挑战性的环境，但我们专注于重新点燃Etsy市场的增长并获得市场份额。"Etsy首席执行官乔希·西尔弗曼表示。
Outlook: Etsy expects third-quarter GMS to decline in the low single-digit range on a year-over-year basis. The company anticipates third-quarter adjusted EBITDA margin of approximately 27%.
展望未来：Etsy预计第三季度GMS年同比下降低个位数范围。该公司预计第三季度调整后的EBITDA利润率约为27%。
Etsy reiterated that it expects full-year 2024 consolidated adjusted EBITDA margin to come in "at least the same as the 2023 result."
Etsy重申，预计2024年整年调整后的EBITDA利润率"至少与2023年的结果相同"。
Management Update: Etsy announced that CFO Rachel Glaser has decided to retire from her role. Etsy said it has retained an executive recruiting firm to assist in the search for her successor. Glaser will remain in her role until a successor is appointed. She will then stay with Etsy in an advisory capacity through June 30, 2025 to support a smooth transition.
管理层更新：Etsy宣布，首席财务官Rachel Glaser决定退休。Etsy表示已聘请执行招聘公司来协助寻找她的继任者。Glaser将在继任者任命之前继续担任她的职务。她随后将以顾问身份留在Etsy，支持平稳过渡，直到2025年6月30日。
Management will hold a conference call to discuss these results at 5 p.m. ET.
管理层将于东部时间下午5点举行电话会议，讨论这些结果。
ETSY Price Action: At the time of writing, Etsy shares were down 0.20% after hours at $65.01, according to Benzinga Pro.
ETSY价格行情：根据Benzinga Pro的数据，在非营业时间，Etsy股票下跌0.20％至65.01美元。
Photo: Sergei Elagin/Shutterstock.
图片来源：Sergei Elagin / Shutterstock。