Some interesting elements (for Redbubble) I found in Etsy last presentation and analyst call :
1/ 50 % of the 3 million mask only buyers returned in Q4 for a non mask purchase,
2/ Average sales per cohort shows that the customers gained in 2015 have average sales of 55.70 $ in 20 (+ 63 %) vs 41.40 $ for customers gained in FY 19,
3/ Company's confident with strong Q1 guidance (+ 125 % to + 135 % for revenues) , as almost 2/3 of the quarter already done.
Cautious for the rest of the year : major incremental sales in 2021 will probably come from Q1, due in particular to high basis of comparison from April.
4/ Buyers with 2 or more purchases during the year were 48 % vs 41 % a year ago.
5/ Interesting part at the end of the analyst call where the CEO is saying that he is open minded about acquisitions and describe into details the potential targets.
2 other interesting elements :
- geographic expansion with strong growth in UK and Germany.
International now represent 40 % of total GMS,
- unlike Redbubble, Etsy has 2 other major sources of revenues : advertising and payment.
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1 | 375 | 0.360 |
Price($) | Vol. | No. |
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