Etsy | Investor Presentation Deck | 34 slides

Etsy · 2023-08
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 2
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

34
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
Includes page number 2 in top right corner.other
03
The slide uses a 2-column layout with icons to present four distinct pillars of the company's value proposition.summarize
Open slide detailBeat · Problem
04
The slide uses a 'House of Brands' strategy framework to present GMS data.present_framework
Open slide detailBeat · Problem
05
The slide uses a circular flywheel diagram to represent the network effects of the marketplace.present_solution
Open slide detailBeat · Solution
06
Includes seller census data and growth metrics.show_traction
Open slide detailBeat · Solution
07
The slide uses a grid of product images as a background to reinforce the 'unique products' message.summarize
Open slide detailBeat · Solution
08
present_solution
Open slide detailBeat · Solution
09
The slide uses a split-screen layout contrasting technical search methodology with user-centric quality goals.present_solution
Open slide detailBeat · Solution
10
The slide uses a process flow at the bottom to illustrate the impact of the initiative.show_traction
Open slide detailBeat · Solution
11
show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
12
The slide highlights efficiency gains by showing marketing spend as a percentage of revenue decreasing to 26% in Q2 23.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
13
The slide uses a visual flow diagram to map marketing channels to the customer journey.plan_implementation
Open slide detailBeat · TractionLoop · Cost Of Inaction
14
The slide uses two charts to demonstrate marketing efficiency and buyer behavior evolution.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
15
The slide uses a vertical additive stack to explain the components of GMS growth.present_framework
Open slide detailBeat · TractionLoop · Cost Of Inaction
16
show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
17
The slide uses a waterfall chart to explain revenue growth and a combo chart for EBITDA performance.analyze_data
Open slide detailBeat · TractionLoop · Quick Win Big Bet
18
The chart shows negative growth rates that are trending toward zero, which the company frames as 'the right direction'.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
19
The slide uses a 2x3 grid of icons and text to highlight performance improvements.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
20
The chart shows a clear upward trend in GMS growth, moving from negative territory in early 2023 to positive growth by May and June.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
21
The chart uses a waterfall-like visual to show sequential growth/decline rates, though it is technically a bar chart of Q/Q changes.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
22
The slide uses a split-background design to contrast new vs. reactivated buyer metrics.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
23
Data represents Etsy marketplace on a TTM basis. Y/4Y compares Q2 2019 to Q2 2023.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
24
Uses a multiplicative framework (Active Buyers x Frequency x AOV) to explain growth levers.present_framework
Open slide detailBeat · Market Size
25
Uses a nested box visualization to represent TAM, SAM, and SOM concepts.size_opportunity
Open slide detailBeat · Market Size
26
show_traction
Open slide detailBeat · TeamLoop · Voice Of Customer
27
The slide uses a temple metaphor to represent the company's ESG strategy.inspire_vision
Open slide detailBeat · TeamLoop · Voice Of Customer
28
Handwritten-style typography on a blue textured background.inspire_vision
30
Page 30 of the deck.analyze_data
31
Q2 2023 Financial Resultsanalyze_data
32
Page 32 of a financial results deck.analyze_data
33
Page number 33, Q2 2023 Financial Results.analyze_data
34
Standard financial reconciliation table found in investor relations decks.analyze_data