Etsy | Investor Presentation Deck | 26 slides

Etsy · 2023-11
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 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

26
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 flywheel framework to explain the network effects between buyers and sellers.present_solution
Open slide detailBeat · Solution
06
Includes seller census data points and growth metric.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
08
The slide uses a hierarchical structure with a primary goal (Consideration) supported by three tactical pillars.present_framework
09
The slide uses a combination of bar charts and trend indicators to demonstrate operational efficiency and growth.show_traction
10
show_traction
11
The slide uses a visual flow to represent a 'full-funnel' marketing approach.plan_implementation
12
Uses a cumulative additive model to explain growth drivers.show_traction
13
Includes specific footnotes regarding currency neutrality and divestiture impacts.show_traction
14
Includes a waterfall chart for revenue and a bar chart with overlay for EBITDA.analyze_data
15
Uses a split-screen layout to contrast negative external factors with positive internal performance indicators.summarize
Open slide detailLoop · Cost Of Inaction
16
Uses a multiplicative framework (Active Buyers x Frequency x AOV) to explain GMS growth drivers.present_framework
Open slide detailLoop · Cost Of Inaction
17
Uses a nested box visualization to represent TAM, SAM, and SOM concepts.size_opportunity
Open slide detailBeat · Market Size
18
summarize
Open slide detailBeat · Market Size
19
The slide uses a temple metaphor to represent the company's ESG strategy.inspire_vision
Open slide detailLoop · Golden Circle
20
Handwritten-style typography on a blue textured background.inspire_vision
Open slide detailLoop · Golden Circle
22
Financial data presented in thousands of dollars.analyze_data
Open slide detailBeat · Financials
23
Includes Q3 2023 financial results.analyze_data
Open slide detailBeat · Financials
24
The slide shows a significant turnaround from a net loss in 2022 to a net profit in 2023, largely driven by the absence of large asset impairment charges.analyze_data
Open slide detailBeat · Financials
25
Standard financial reporting slide.analyze_data
Open slide detailBeat · Financials
26
The table provides a detailed breakdown of non-operating income, taxes, depreciation, stock-based compensation, and other adjustments.analyze_data
Open slide detailBeat · Financials