Etsy | Investor Presentation Deck | 50 slides

Etsy · 2022-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

50
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
04
transition
05
This is a brand-defining mission statement slide.establish_context
Open slide detailBeat · Problem
06
The slide uses a 'House of Brands' strategy framework to categorize the company's assets.present_framework
Open slide detailBeat · Problem
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summarize
Open slide detailBeat · Problem
08
The slide uses icons to represent different seller characteristics.summarize
Open slide detailBeat · Problem
09
The slide uses a large '2' as a visual anchor for the section number.transition
Open slide detailBeat · Problem
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Etsy marketplace only.analyze_data
11
This is a standard multiplicative decomposition framework for e-commerce revenue.present_framework
12
The slide uses a grid of images to demonstrate the breadth of the marketplace.quantify_opportunity
13
The slide uses a grid of images to represent the seven categories.quantify_opportunity
14
The slide uses a donut chart to visually represent the 3/4 (75%) figure mentioned at the bottom.analyze_data
15
The slide uses a donut chart to represent the 10% penetration rate and includes headshots of men to reinforce the demographic focus.analyze_data
16
Includes a disclaimer about gender identity data collection.summarize
17
size_opportunity
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Includes a decorative map image and a source citation for Worldbank data.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
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The slide uses a custom framework structure to define the 'Right to Win' strategy.present_framework
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
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summarize
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
21
establish_context
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
22
The slide uses a nested box visualization to represent market segments (Total Retail -> Online Only -> Etsy GMS).size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
23
The slide uses a simple numbered circle as a visual anchor for the section.transition
24
The central circle contains the brand logos: Etsy, Reverb, depop, and elo7.present_framework
Open slide detailBeat · Solution
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summarize
Open slide detailBeat · Solution
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present_framework
Open slide detailBeat · Solution
27
transition
Open slide detailBeat · Solution
28
The slide uses a list of icons to represent the key pillars of the business model.present_framework
Open slide detailBeat · Solution
29
The slide uses a vertical additive process diagram to explain the components of GMS growth.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
30
The chart uses a dual-axis approach (bar for absolute spend, line for percentage of revenue).analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
31
The slide uses a dual-axis combo chart (bar + line) to show the relationship between absolute spend and spend as a percentage of revenue.analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
32
The chart shows a stacked bar chart for marketing spend (Brand vs Performance) with an overlaid line chart for Brand as % of total spend.analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
33
The chart combines a bar chart for total spend and a line chart for percentage share.analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
34
summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
35
The chart includes a historical average reference line.analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
36
The slide highlights growth percentages relative to a 3-year period (Y/3Y).analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
37
The slide uses a dual-chart layout to contrast two distinct buyer acquisition metrics.analyze_data
38
transition
39
introduce_nominees
Open slide detailBeat · Team
40
The slide uses a standard ESG framework to categorize corporate sustainability commitments.summarize
Open slide detailBeat · Team
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summarize
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summarize
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summarize
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Includes a disclaimer regarding data calculation methodology and a correction note for a previous 10-K filing.analyze_data
46
Includes a disclaimer regarding SEC filings at the bottom.summarize
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Page 47 of a financial presentation.analyze_data
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Q1 2022 Financial Results, page 48.analyze_data
49
Standard financial reporting slide.analyze_data
50
analyze_data