{
  "docId": "019de076-36f0-766d-bcb4-a8aefc052959",
  "docSlug": "58f8a63b6089fc9287f044030a52e9cc",
  "documentTitle": "Etsy | Investor Presentation Deck | 26 slides",
  "authorId": "etsy",
  "authorName": "Etsy",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 18,
  "pageCount": 26,
  "prevPage": 17,
  "nextPage": 19,
  "slideType": "other",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de076-36f0-766d-bcb4-a8aefc052959/18",
  "deckHref": "/decks/019de076-36f0-766d-bcb4-a8aefc052959",
  "deckJsonHref": "/decks/019de076-36f0-766d-bcb4-a8aefc052959.json",
  "deckAnchorHref": "/decks/019de076-36f0-766d-bcb4-a8aefc052959#slide-18",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.17,
        "x": 0.07,
        "y": 0.59
      },
      "kind": "image",
      "text": "Reverb lifestyle photo",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "14f564b4-1ce3-433f-9554-ac3924daef39",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.17,
        "x": 0.07,
        "y": 0.0016799999999999999
      },
      "kind": "image",
      "text": "Depop lifestyle photo",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d2bbf5a-be32-47f3-b882-f6dd4f1efbdb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.42,
        "x": 0.53,
        "y": 0.26
      },
      "kind": "list",
      "text": "Depop is a community-powered fashion marketplace to buy and sell unique fashion for its Generation Z audience. We believe Depop has a meaningful growth opportunity given its strong user engagement metrics, leading resale market position with Generation Z, and strong brand awareness in the U.K. and U.S.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "405342ff-6eb3-4a3e-a456-fac4c1fba347",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.42,
        "x": 0.53,
        "y": 0.67
      },
      "kind": "list",
      "text": "Unique two-sided marketplace founded in 2013 to easily buy and sell musical instruments. Buyers and sellers range from beginning musicians to professional musicians that utilize the platform to expand their tools, and retailers reach a larger audience.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4c7ce72b-8ce1-47b6-8334-79167b062902",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.22,
        "x": 0.26,
        "y": 0.72
      },
      "kind": "paragraph",
      "text": "Reverb: Q3 23 - GMS was down modestly Y/Y, outperforming the musical instrument category. Strong product experiment and performance marketing wins. Focus on helping buyers find the best gear for their budgets and sellers increase sales velocity.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "747eabfe-5743-489f-84d6-b5adb7b91223",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.22,
        "x": 0.26,
        "y": 0.31
      },
      "kind": "paragraph",
      "text": "Depop: Q3 23 - Double digit Y/Y GMS & revenue growth; active buyer growth. Higher transaction velocity and improved user experiences. Investments in seller experiences.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "849b6cd8-9b97-481c-ba36-6775c3dd6e40",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.35,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "House of Brands update",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "261684e1-f4cf-4c22-bc12-6dbd283efed0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 18,
      "from": 17,
      "beatId": "12656c5b-fec8-4199-8047-c3a38f6eb5ca",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Slides 17-18 present market sizing and TAM estimates",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}