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We also saw the negative year-over-year new buyer trend moderate to 3% in the second quarter, compared to a 6% year-over-year decline in the first quarter.
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2023 Q2
5 Aug 23
While our GMS per active buyer on a trailing 12-month basis for the Etsy marketplace declined 6% year-over-year to $128 in the second quarter.
We are seeing early signs of stabilization on a sequential basis as you can see from the chart.
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2023 Q2
5 Aug 23
While year-over-year consolidated GMS growth were made negative in April, trends turned positive in May and June, driven primarily by strong Etsy marketplace growth in several of our international markets and continued growth in active buyers.
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2023 Q2
5 Aug 23
Some of the headwinds we experienced during February eased in March
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2023 Q1
23 May 23
We also saw solid trends in apparel
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2023 Q1
23 May 23
we have seen an impact from lower tax refunds, the ending of certain tax credits and similar items that pressure the lower household income buyers
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2023 Q1
23 May 23
pressure on consumer discretionary spending, particularly for lower household income buyers
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2023 Q1
23 May 23
year-over-year declines in some of our larger categories such as home and living and craft supplies
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2023 Q1
23 May 23
consumer wallet share shifts from goods to services
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2023 Q1
23 May 23
Three main headwinds impacted these results.
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2023 Q1
23 May 23
we would expect to deliver about $13 billion in GMS in 2022, down about 3% compared with 2021, and revenue of about $2.5 billion, up about 7% with strong profitability throughout the year.
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2022 Q3
22 Feb 23
We currently estimate our fourth quarter 2022 consolidated GMS to be approximately $3.6 billion to $4 billion, down about 10% at the midpoint compared to the fourth quarter of last year
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2022 Q3
12 Dec 22
We do continue to see quite a bit of volatility in week-to-week GMS trends from the broad macroeconomic factors impacting consumer discretionary spending such as inflation
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2022 Q3
12 Dec 22
As our growth rate slowed in the second quarter of 2022, we similarly slowed hiring.
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2022 Q3
12 Dec 22
This was followed by a pickup in our pace of hiring in 2021 and early 2022
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2022 Q3
12 Dec 22
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