ETSY

Here is how Etsy (ETSY) and Macy's (M) have performed compared to their sector so far this year.

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

Etsy, Inc. (ETSY) Presents at Canaccord Genuity's 46th Annual Growth Conference Transcript

Etsy, Inc. reported a good double beat in Q2, but the stock reacted negatively. GMS on Etsy has inflected positively, currently hidden by the divestments of Reverb and Depop. ETSY's outlook is now good, driven by GMS growth, a stable take rate, and cost efficiencies.

August is only one week old, but the month has already seen layoffs at a number of high-profile tech companies.

Etsy lifts its 2026 growth outlook as search, personalization and marketing improve GMS, while restructuring targets faster product execution.

Etsy remains a buy after a post-earnings dip, with strong Q2 results and a healthy guidance raise supporting the investment thesis. ETSY's 12% headcount reduction and $2B buyback authorization signal a commitment to operational efficiency and capital return. Standalone Etsy GMS accelerated to 7.5% y/y growth, aided by higher average order values and increased active buyers.

BROOKLYN, N.Y., Aug. 6, 2026 /PRNewswire/ -- Etsy, Inc. (NYSE: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced that its executives will participate in the Canaccord Genuity 46th Annual Growth Conference in Boston.

Etsy's Q2 earnings top estimates as GMS, ads and operating leverage fuel growth, while stronger margins support a raised 2026 outlook.