Etsy misses fourth-quarter revenue estimates

Etsy misses fourth-quarter revenue estimates

Illustration shows Etsy logo · Reuters

Reuters

Thu, February 19, 2026 at 9:11 PM GMT+9 1 min read

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ETSY

-0.70%

EBAY

+2.79%

Feb 19 (Reuters) - Online marketplace Etsy missed Wall Street expectations ‌for fourth-quarter revenue on ‌Thursday, indicating cooling demand for personalized ​gifts and handcrafted goods amid ongoing economic uncertainty.

Shares of the company, however, jumped 18% in ‌premarket trading, ⁠after it sold its Gen Z-focused fashion resale ⁠platform Depop to EBay for nearly $1.2 billion late on ​Wednesday.

Etsy reported fourth-quarter ​revenue ​of $881.63 million, compared ‌with analysts’ average estimate of $884.90 million, according to data compiled by LSEG.

The company also forecast gross merchandise sales — a key ‌metric to measure ​sales — to be ​between $2.38 billion ​and $2.43 billion for ‌the first quarter of ​fiscal 2026. ​It had reported GMS of $2.8 billion in the same ​period ‌a year ago.

(Reporting by Koyena ​Das in Bengaluru; Editing ​by Shilpi Majumdar)

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