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  "documentTitle": "Etsy | Investor Presentation Deck | 34 slides",
  "authorId": "etsy",
  "authorName": "Etsy",
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  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-03-01 00:00:00",
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  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 8,
  "notes": "The slide uses a four-column layout to categorize growth levers.",
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      "text": "TAM analysis was completed in 2023. Sources: Euromonitor and Etsy estimates. See 10K. The “relevant retail categories” included in our estimate of total market size are apparel and footwear, beauty and personal care, home and living, craft supplies, paper and party, art and collectibles, personal accessories and eyewear, pet care, and toys and games. Estimated market share of online TAM for Etsy marketplace GMS based upon 2023 results. Based upon Etsy estimates and external sources including National Retail Federation, Gallup, Deloitte, Mintel, Lending Tree, Gitnux Market data, eMarketer, Finder, Numerator, The Knot, Independent, Bankrate, Statista. Online & offline categories included: clothing, jewelry & accessories, home & living, toys, personal care & beauty, gift cards, books & other media, candy, food, among others. Estimated based on 2023 active buyers who marked a purchase as a gift, purchased a listing with ‘gift’ in the title or entered ‘gift’ in a search query during the trailing twelve month period.",
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      "text": "Capturing more of our TAM: ~$500B online, ~$2T total, 2% share.",
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      "text": "Retaining & reactivating lapsed buyers: 100M+ lapsed buyers, focus on conversion improvements.",
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      "kind": "list",
      "text": "Expanding beyond our top geographies: ~30% women/10% men penetration in US/UK, 80% lower penetration in next 15 markets.",
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      "kind": "list",
      "text": "Driving purchase frequency: ~50% shop 1x/yr, ~50% shop 5x/yr, $200B gifting market, 1% share.",
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      "kind": "title",
      "text": "The Etsy marketplace growth opportunity",
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      "evidence": "list/bullet: Expanding beyond our top geographies: ~30% women/10% men penetration in US/UK, 80% lower penetration in next 15 markets.\nlist/bullet: Retaining & reactivating lapsed buyers: 100M+ lapsed buyers, focus on conversion improvements.\nlist/bullet: Driving purchase frequency: ~50% shop 1x/yr, ~50% shop 5x/yr, $200B gifting market, 1% share.\nlist/bullet: Capturing more of our TAM: ~$500B onli",
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