Etsy | Investor Day Presentation Deck | 264 slides

Etsy · 2019-03
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

120
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · WhyLoop · Golden Circle
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other
Open slide detailBeat · WhyLoop · Golden Circle
03
front_matter
Open slide detailBeat · WhyLoop · Golden Circle
04
summarize
Open slide detailBeat · WhyLoop · Golden Circle
05
The slide uses a split-screen design to represent the two sides of the marketplace with Etsy in the center.establish_context
06
The slide is minimalist, containing only a logo/icon and the company name 'Etsy' in the top right corner.transition
07
transition
08
The slide serves as a visual showcase of the types of products available on the Etsy platform.other
09
transition
10
The slide uses a collage of product photography to illustrate the variety of home goods available.establish_context
11
The slide uses a collage of product photos to illustrate the scale of the business.summarize
12
The slide uses a collage of brand imagery to illustrate the scale of the marketplace.summarize
13
Likely a slide showcasing diverse sellers on a platform like Etsy.other
14
The slide uses a strong, singular metric to establish market scale and platform activity.summarize
15
The slide uses a collage of product photos to illustrate the 'wedding' category on Etsy.quantify_opportunity
16
The slide uses a collage of product photography to represent the market segment.quantify_opportunity
17
The slide features four distinct product images with associated brand names and locations.other
18
The slide serves as a visual mood board or market landscape overview of independent, handcrafted personal care brands.other
19
The slide is a visual collage of various handmade or curated goods, likely used to illustrate the breadth of the Etsy platform.other
20
This slide serves as a personal testimonial or example of customer behavior on the Etsy platform.other
21
transition
Open slide detailBeat · WhatLoop · Cost Of Inaction
22
The slide uses logos and big numbers to illustrate the scale of market opportunities for peer companies.size_opportunity
Open slide detailBeat · WhatLoop · Cost Of Inaction
23
transition
Open slide detailBeat · WhatLoop · Cost Of Inaction
24
The slide uses a hub-and-spoke style diagram to define the pillars of traditional retail.frame_situation
Open slide detailBeat · WhatLoop · Cost Of Inaction
25
The slide uses a hub-and-spoke style diagram to show the value drivers of massive e-tailers.frame_situation
Open slide detailBeat · WhatLoop · Cost Of Inaction
26
frame_situation
Open slide detailBeat · WhatLoop · Cost Of Inaction
27
Uses a simple inequality to frame the competitive gap.name_villain
Open slide detailBeat · WhatLoop · Cost Of Inaction
28
Uses a mathematical inequality symbol to emphasize the contrast.frame_situation
Open slide detailBeat · WhatLoop · Cost Of Inaction
29
transition
Open slide detailBeat · WhatLoop · Cost Of Inaction
30
establish_context
Open slide detailBeat · WhatLoop · Cost Of Inaction
31
The slide uses a simple grid-like layout to present strategic pillars.present_framework
Open slide detailBeat · WhatLoop · Cost Of Inaction
32
The slide uses a grid-based layout to present strategic pillars.present_framework
Open slide detailBeat · WhatLoop · Cost Of Inaction
33
The slide illustrates the high volume of competition and variety in a specific product category on a marketplace platform.establish_context
Open slide detailBeat · WhatLoop · Cost Of Inaction
34
The slide contrasts a collage of various coaster designs on the left with a specific product listing on the right.compare_peers
Open slide detailBeat · WhatLoop · Cost Of Inaction
35
The slide uses a vertical grid layout to segment the four pillars over a background image of a user on a mobile device.present_framework
Open slide detailBeat · WhatLoop · Cost Of Inaction
36
The slide uses a simple grid layout to present strategic pillars.summarize
Open slide detailBeat · WhatLoop · Cost Of Inaction
37
The slide highlights the artisanal nature of the brand 'light + paper' based in Toronto.other
Open slide detailBeat · WhatLoop · Cost Of Inaction
38
The slide is a photograph of a physical note card on a wooden surface.illustrate_case
Open slide detailBeat · WhatLoop · Cost Of Inaction
39
The slide uses a high-quality background photo to evoke the human element of the brand.establish_context
Open slide detailBeat · WhatLoop · Cost Of Inaction
40
establish_context
Open slide detailBeat · WhatLoop · Cost Of Inaction
41
This slide serves as a visual representation of the Etsy seller community.other
Open slide detailBeat · Evidence & Proof
42
The slide uses a grid of circular headshots/logos to represent the two sides of the marketplace, with speech bubbles representing buyer pain points.diagnose_problem
Open slide detailBeat · Evidence & Proof
43
The slide serves as a visual representation of the Etsy community/ecosystem.other
Open slide detailBeat · Evidence & Proof
44
The slide uses a background photo of an office environment with three distinct text columns overlaid.present_framework
Open slide detailBeat · Evidence & Proof
45
summarize
Open slide detailBeat · Evidence & Proof
46
front_matter
Open slide detailBeat · Evidence & Proof
47
transition
Open slide detailBeat · Evidence & Proof
48
establish_context
Open slide detailBeat · Evidence & Proof
49
front_matter
Open slide detailBeat · Evidence & Proof
50
The slide features the Etsy logo in the top right corner, suggesting this is a brand-related slide highlighting the maker community.other
Open slide detailBeat · Evidence & Proof
51
The slide appears to be a visual mood board or brand imagery slide for Etsy, highlighting the human element of their marketplace.other
Open slide detailBeat · Evidence & Proof
52
The slide uses a 3x2 grid of photos of various makers to humanize the platform.establish_context
Open slide detailBeat · Evidence & Proof
53
The slide uses a central image of a package being handled to bridge the buyer and seller personas.establish_context
Open slide detailBeat · Evidence & Proof
54
front_matter
Open slide detailBeat · Evidence & Proof
55
The layout uses a grid-like structure to present four key strategic pillars.present_framework
Open slide detailBeat · Evidence & Proof
56
The slide uses a grid-like layout to present strategic pillars.present_framework
Open slide detailBeat · Evidence & Proof
57
The slide is a collage of various handmade or curated goods, likely used to illustrate the breadth of the Etsy platform.other
Open slide detailBeat · Evidence & Proof
58
The slide uses a split-screen layout to contrast the insight with supporting metrics.diagnose_problem
Open slide detailBeat · Evidence & Proof
59
The slide illustrates the high volume of search results for a specific product category on an e-commerce platform.establish_context
Open slide detailBeat · Evidence & Proof
60
Data as of 12/31/18.summarize
Open slide detailBeat · Evidence & Proof
61
illustrate_case
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
62
The slide shows a grid of product listings from Etsy, likely used to illustrate how search relevance works in practice.illustrate_case
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
63
The slide uses a screenshot of an Etsy search results page to illustrate the concept of relevance in ranking.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
64
The slide uses a screenshot of an Etsy search results page to illustrate the concept of context-specific ranking.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
65
The slide uses visual examples of product listings to demonstrate the criteria.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
66
The slide uses a network diagram to show the interconnectedness of different aesthetic styles and product categories.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
67
Likely a section divider or transition slide in a presentation about Etsy's search and discovery features.filler
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
68
The slide uses a split-screen layout to present two distinct customer profiles.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
69
The slide uses a split-screen layout with a lifestyle photo on the left and a product grid with prices on the right.other
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
70
The slide serves as a visual representation of the Etsy marketplace ecosystem, showing a variety of price points and product categories.other
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
71
Likely a UI/UX design slide demonstrating a search interface component.other
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
72
The slide illustrates personalization by showing two different user avatars above identical search bars, implying that the underlying search results (though parpresent_solution
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
73
The slide uses a collage of fashion imagery overlaid with search bars and user avatars to demonstrate personalization.illustrate_case
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
74
Likely a UI/UX mockup for an e-commerce platform.other
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
75
plan_implementation
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
76
The slide uses a simple grid layout to present strategic pillars.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
77
closing_ask
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
78
The slide uses a simple linear continuum to categorize product customization levels.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
79
The slide uses a horizontal axis to categorize e-commerce models based on customization depth.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
80
The slide uses a horizontal axis to represent a continuum of product customization.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
81
The slide uses a simple split-layout to present two key metrics related to product customization.summarize
82
The slide uses a dark green background with high-contrast text and a mobile UI screenshot to illustrate the interaction.analyze_data
83
illustrate_case
84
The slide uses a collage-style layout with floating cards representing different sellers (Dezaart, Illuminate Vintage, WilburDavis) to emphasize the personal coestablish_context
85
The slide uses a photo of a maker at work, a video thumbnail for 'Our process', a personal quote from the maker, and a customer testimonial.illustrate_case
86
The slide uses a split-screen layout showing a photographer on the left and a craftsman on the right, emphasizing the 'human' aspect of the brand.establish_context
87
The slide uses a split-screen layout showing a photographer on the left and a maker on the right, with UI overlays suggesting a feedback loop.establish_context
88
The slide uses a split-screen layout showing a photographer/designer on the left and a craftsman on the right, connected by digital feedback overlays.illustrate_case
89
The slide uses a split-screen layout showing a photographer on the left and a craftsman on the right, connected by digital design feedback overlays.illustrate_case
90
The slide uses a split-screen layout to show the buyer's perspective (left) and the seller's perspective (right) connected by chat bubbles.illustrate_case
91
Likely a slide from an Etsy-related presentation showcasing diverse global sellers.other
92
plan_implementation
93
The slide uses a grid-like layout to present four pillars of competitive advantage.present_framework
94
The slide uses a visual grid of circular images to humanize the scale of the platform.quantify_opportunity
95
The slide highlights the fragmented nature of the customer experience on the platform.frame_situation
96
illustrate_case
97
transition
98
The slide uses a triptych layout to contrast three distinct aspects of the customer experience.present_framework
99
frame_problem
100
The slide uses a vertical divider to separate the lead-in question from the list of factors.frame_problem
101
Data covers the five key shopping days from Thanksgiving through Cyber Monday.summarize
102
The slide uses a series of pie charts to represent increasing frequency over time.plan_implementation
103
present_framework
104
The slide uses a grid of six photos showing artisans at work, overlaid with the core value proposition text.establish_context
105
The slide uses a split-layout with a dark green background, typical of Etsy's branding.summarize
106
The slide uses a quote to frame the customer's pain point (complexity) and presents books as the solution/context.illustrate_case
107
illustrate_case
108
The slide uses a 'fill-in-the-blank' style interactive prompt for goal setting.state_demand
109
The slide uses a tabbed interface (sales, visits, conversion) and interactive toggle cards to present specific growth tactics.present_solution
110
front_matter
111
summarize
112
The slide uses a multiplicative formula to explain how GMS is driven by experimentation metrics.analyze_data
113
The slide uses a handwritten-style font on a blue textured background, typical of a brand mission or cover slide.establish_context
114
front_matter
115
Uses the iceberg model to contrast surface-level user interactions with backend technical drivers.present_framework
116
The slide uses a simple diagrammatic layout to illustrate the platform's core value proposition.establish_context
117
transition
118
front_matter
119
transition
120
The slide uses three mobile UI screenshots to highlight UX friction points.diagnose_problem