Etsy | Results Presentation Deck | 38 slides

Etsy · 2024-11
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 2
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4
coverage by narrative range · generated from this deck JSON

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Page number 2 in the top right corner.front_matter
Open slide detailBeat · Attention
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The slide highlights a contrast between consolidated performance and specific marketplace challenges.summarize
Open slide detailBeat · Attention
04
The slide uses a hierarchical structure to map high-level strategic goals to specific tactical initiatives.present_solution
Open slide detailBeat · Need
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Uses a classic People-Process-Technology framework.propose_solution
Open slide detailBeat · Need
06
Uses a split-screen layout: left side shows UI optimization (Before/After), right side shows acquisition growth metrics.illustrate_case
Open slide detailBeat · Satisfaction
07
The slide uses a split layout with text-based metrics on the left and a visual grid of product examples on the right.analyze_data
Open slide detailBeat · Satisfaction
08
The slide highlights a product feature (Search Visibility Dashboard) and its quantitative success in driving seller actions.analyze_data
Open slide detailBeat · Satisfaction
09
The slide uses torn-paper style callouts to present quotes/headlines about the brand strategy.summarize
Open slide detailBeat · Satisfaction
10
The slide uses screenshots of mobile UI to demonstrate the customer journey for the new loyalty program.illustrate_case
Open slide detailBeat · Satisfaction
11
The slide uses a split-screen layout to contrast 'Gift Mode' improvements (left) with gift card expansion (right).present_solution
Open slide detailBeat · Satisfaction
12
The slide highlights both product-led growth and strategic pricing changes.summarize
Open slide detailBeat · Satisfaction
13
The slide features a screenshot of a Reverb webpage promoting Fender Certified Pre-Owned gear.summarize
Open slide detailBeat · Satisfaction
14
The slide uses a collage of seller photos to humanize the corporate strategy. The text emphasizes the 'flywheel' concept.summarize
Open slide detailBeat · Satisfaction
15
Includes a disclaimer about non-GAAP measures.analyze_data
Open slide detailBeat · Action
16
The slide uses two waterfall charts to explain the variance in consolidated revenue and consolidated take rate.analyze_data
Open slide detailBeat · Action
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Includes peer group comparison for revenue per headcount.analyze_data
Open slide detailBeat · Action
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Slide 18 of a presentation deck.analyze_data
Open slide detailBeat · Action
19
The slide uses donut charts to visualize market composition and explicitly states performance trends.analyze_data
Open slide detailBeat · Action
20
The chart shows a clear peak during the pandemic followed by a steady decline. The bottom right of the slide is obscured by a grey box.diagnose_problem
Open slide detailBeat · ActionLoop · Cost Of Inaction
21
Includes a screenshot of the Etsy mobile app interface for 'Gift Mode'.summarize
Open slide detailBeat · ActionLoop · Cost Of Inaction
22
Metrics exclude Reverb and Depop. Y/Y comparison is Q3 2024 vs Q3 2023.analyze_data
Open slide detailBeat · ActionLoop · So What Cascade
23
Includes a footnote referencing the 2022 Etsy Seller Census.summarize
Open slide detailBeat · ActionLoop · So What Cascade
24
The slide highlights financial health metrics including cash balance, FCF conversion, and capital allocation.analyze_data
Open slide detailBeat · ActionLoop · So What Cascade
25
Includes a disclaimer regarding GAAP reconciliation and currency assumptions.analyze_data
Open slide detailBeat · ActionLoop · So What Cascade
26
transition
Open slide detailBeat · Action
28
The slide includes a callout for the -0.4% Y/Y change.analyze_data
29
The slide uses a split-background design to contrast two distinct buyer acquisition metrics.analyze_data
30
Data presented on a Trailing Twelve Month basis. Y/5Y represents Q3 19 vs. Q3 24.analyze_data
31
The chart displays a consistent downward trend in both the percentage change and the absolute dollar value per active buyer.analyze_data
32
Financial data presented in thousands.analyze_data
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Page number 33 visible in top right corner.analyze_data
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Page number 34.analyze_data
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Page number 35 in the original deck.analyze_data
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analyze_data
37
Standard non-GAAP financial reconciliation table.analyze_data
38
Standard non-GAAP financial reconciliation disclosure.analyze_data