Etsy is a two-sided marketplace, it's enabling buyers to connect with sellers. gross merchandise sales was down 0.6% year over year; services revenue up 20.8%. DEDRA: Etsy is really focusing on trying to improve the buying experience because they're not getting enough buyers.
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.
(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.
(22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.
Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP
Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices