Active sellers were down just under 1% year over year in both the quarter and for the year. Those aren't great numbers. What I want to hear from Etsy is how management is pulling levers to get more sellers onto the platform and more buyers onto the platform because the sustainable Etsy is one that is a much bigger marketplace. Right now, those trends are in reverse. If you're expecting as an investor, Dylan, for this company to compound, you want the marketplace to be bigger,. More than anything else, that's probably going to drive growth here.
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?
(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker.
Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.
Companies discussed: ETSY, NVDA
Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks
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