Taespark39
2021-08-04
Is Etsy still a buy now?
Etsy Reports Earnings on Wednesday. Here’s What to Expect.<blockquote>Etsy 周三公布财报。以下是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>Etsy 周三公布财报。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167210011","media":"Barrons","summary":"The pressure is on for Etsy to deliver Wednesday when it reports second-quarter earnings. And the artisanal crafts online retailer believes it can—confident that its pandemic growth spurt is here to stay.For the second quarter, executives are forecasting revenue of $493 million to $536 million, representing a 15% to 25% increase year over year, but below the first-quarter’s $551 million.The executives also believe the company can retain most of the gross merchandise sales gains amassed during th","content":"<p>The pressure is on for Etsy to deliver Wednesday when it reports second-quarter earnings. And the artisanal crafts online retailer believes it can—confident that its pandemic growth spurt is here to stay.</p><p><blockquote>Etsy 周三公布第二季度收益时面临着交付的压力。这家手工艺品在线零售商相信它可以——相信其在大流行的增长将会持续下去。</blockquote></p><p> For the second quarter, executives are forecasting revenue of $493 million to $536 million, representing a 15% to 25% increase year over year, but below the first-quarter’s $551 million.</p><p><blockquote>对于第二季度,高管们预测收入为 4.93 亿至 5.36 亿美元,同比增长 15% 至 25%,但低于第一季度的 5.51 亿美元。</blockquote></p><p> Analysts have taken the company officials at their work, expectingEtsy(ticker: ETSY) to report on the high end of their guidance. Wall Street expects revenue of $525 million, up from $429 million a year ago, and earnings per share of 63 cents, up from 75 cents.</p><p><blockquote>分析师已要求公司官员开展工作,预计 Getsy(股票代码:ETSY)将报告其指引的高端。华尔街预计营收为 5.25 亿美元,高于一年前的 4.29 亿美元,每股收益为 63 美分,高于 75 美分。</blockquote></p><p> The executives also believe the company can retain most of the gross merchandise sales gains amassed during the pandemic. For 2020’s first quarter, which ended shortly after the start of the lockdown, Etsy reported gross merchandise sales of $1.35 billion. This year’s first-quarter brought in $3.14 billion in gross merchandise sales, and the second-quarter projection isn’t far off—$2.8 billion to $3.1 billion.</p><p><blockquote>高管们还相信,该公司可以保留疫情期间积累的大部分商品销售总额收益。在封锁开始后不久结束的 2020 年第一季度,Etsy 的商品销售总额为 13.5 亿美元。今年第一季度的商品销售总额为 31.4 亿美元,第二季度的预测也不远了--28 亿至 31 亿美元。</blockquote></p><p> Maintaining gross merchandise sales gains will come down to retaining high-spending customers. In the first quarter, the company reported a 205% year over year increase in buyers who made six or more purchases and spent over $200 in the past 12 months. Though just 9% of buyers, the group accounts for 40% of gross merchandise sales. A key concern is whether those consumers would prefer the retail shopping experience, which may be more conducive to impulse purchases.</p><p><blockquote>保持商品总销售额增长将归结为留住高消费客户。第一季度,该公司报告称,在过去 12 个月内进行 6 次或以上购买且花费超过 200 美元的买家同比增长了 205%。虽然只占买家的9%,但该集团占商品总销售额的40%。一个关键问题是这些消费者是否更喜欢零售购物体验,这可能更有利于刺激购买。</blockquote></p><p> The online e-tailer has made a couple of big purchases of its own. In late June,Etsy announced it would pay $217 million in cash for Brazil-based Elo7, a peer-to-peer e-commerce marketplace. A few weeks earlier Etsy acquired Depop, a U.K. fashion reseller platform, for $1.63 billion.</p><p><blockquote>这家在线电子零售商已经进行了几笔自己的大宗采购。6 月下旬,Etsy 宣布将以 2.17 亿美元现金收购总部位于巴西的点对点电子商务市场 Elo7。几周前,Etsy 以 16.3 亿美元收购了英国时尚经销商平台 Depop。</blockquote></p><p> Wedbush Securities analyst Ygal Arounian expects the acquisitions to dilute margins in the short run, but he believes the deals will expand the company’s international presence and allow it to capitalize on new e-commerce trends.</p><p><blockquote>Wedbush Securities 分析师 Ygal Arounian 预计,这些收购将在短期内稀释利润率,但他相信这些交易将扩大公司的国际影响力,并使其能够利用新的电子商务趋势。</blockquote></p><p> While e-commerce companies have had a strong year so far, investors are closely monitoring how they are navigating the changing economic landscape. Last week, for example,Amazon beat earnings expectations but just fell short of revenue expectations, prompting investors to wipe 7.4% off the company’s market capitalization the next day.</p><p><blockquote>尽管电子商务公司迄今为止表现强劲,但投资者正在密切关注它们如何应对不断变化的经济格局。例如,上周亚马逊的盈利超出了预期,但收入却低于预期,这促使投资者第二天将该公司的市值缩水了 7.4%。</blockquote></p><p> Arounian believes the increase in Covid cases could create favorable conditions for digital commerce to grow, but the reopening could limit upside in the third quarter.</p><p><blockquote>Arounian认为,Covid病例的增加可能会为数字商务的增长创造有利条件,但重新开放可能会限制第三季度的上涨空间。</blockquote></p><p> Even if Etsy tops earnings and revenue expectations, the question remains whether that will be good enough to override concerns that e-commerce platforms will cede ground to retailers as the economy reopens.</p><p><blockquote>即使 Etsy 的盈利和收入超出预期,问题仍然是这是否足以克服人们对随着经济重新开放电子商务平台将让位给零售商的担忧。</blockquote></p><p> Shares of Etsy stock were up 0.8%, to $190.46 on Tuesday; the S&P 500 was up 0.8%.</p><p><blockquote>周二,Etsy 股价上涨 0.8%,至 190.46 美元;标普500上涨0.8%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Etsy Reports Earnings on Wednesday. Here’s What to Expect.<blockquote>Etsy 周三公布财报。以下是可以期待的。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEtsy Reports Earnings on Wednesday. Here’s What to Expect.<blockquote>Etsy 周三公布财报。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-04 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The pressure is on for Etsy to deliver Wednesday when it reports second-quarter earnings. And the artisanal crafts online retailer believes it can—confident that its pandemic growth spurt is here to stay.</p><p><blockquote>Etsy 周三公布第二季度收益时面临着交付的压力。这家手工艺品在线零售商相信它可以——相信其在大流行的增长将会持续下去。</blockquote></p><p> For the second quarter, executives are forecasting revenue of $493 million to $536 million, representing a 15% to 25% increase year over year, but below the first-quarter’s $551 million.</p><p><blockquote>对于第二季度,高管们预测收入为 4.93 亿至 5.36 亿美元,同比增长 15% 至 25%,但低于第一季度的 5.51 亿美元。</blockquote></p><p> Analysts have taken the company officials at their work, expectingEtsy(ticker: ETSY) to report on the high end of their guidance. Wall Street expects revenue of $525 million, up from $429 million a year ago, and earnings per share of 63 cents, up from 75 cents.</p><p><blockquote>分析师已要求公司官员开展工作,预计 Getsy(股票代码:ETSY)将报告其指引的高端。华尔街预计营收为 5.25 亿美元,高于一年前的 4.29 亿美元,每股收益为 63 美分,高于 75 美分。</blockquote></p><p> The executives also believe the company can retain most of the gross merchandise sales gains amassed during the pandemic. For 2020’s first quarter, which ended shortly after the start of the lockdown, Etsy reported gross merchandise sales of $1.35 billion. This year’s first-quarter brought in $3.14 billion in gross merchandise sales, and the second-quarter projection isn’t far off—$2.8 billion to $3.1 billion.</p><p><blockquote>高管们还相信,该公司可以保留疫情期间积累的大部分商品销售总额收益。在封锁开始后不久结束的 2020 年第一季度,Etsy 的商品销售总额为 13.5 亿美元。今年第一季度的商品销售总额为 31.4 亿美元,第二季度的预测也不远了--28 亿至 31 亿美元。</blockquote></p><p> Maintaining gross merchandise sales gains will come down to retaining high-spending customers. In the first quarter, the company reported a 205% year over year increase in buyers who made six or more purchases and spent over $200 in the past 12 months. Though just 9% of buyers, the group accounts for 40% of gross merchandise sales. A key concern is whether those consumers would prefer the retail shopping experience, which may be more conducive to impulse purchases.</p><p><blockquote>保持商品总销售额增长将归结为留住高消费客户。第一季度,该公司报告称,在过去 12 个月内进行 6 次或以上购买且花费超过 200 美元的买家同比增长了 205%。虽然只占买家的9%,但该集团占商品总销售额的40%。一个关键问题是这些消费者是否更喜欢零售购物体验,这可能更有利于刺激购买。</blockquote></p><p> The online e-tailer has made a couple of big purchases of its own. In late June,Etsy announced it would pay $217 million in cash for Brazil-based Elo7, a peer-to-peer e-commerce marketplace. A few weeks earlier Etsy acquired Depop, a U.K. fashion reseller platform, for $1.63 billion.</p><p><blockquote>这家在线电子零售商已经进行了几笔自己的大宗采购。6 月下旬,Etsy 宣布将以 2.17 亿美元现金收购总部位于巴西的点对点电子商务市场 Elo7。几周前,Etsy 以 16.3 亿美元收购了英国时尚经销商平台 Depop。</blockquote></p><p> Wedbush Securities analyst Ygal Arounian expects the acquisitions to dilute margins in the short run, but he believes the deals will expand the company’s international presence and allow it to capitalize on new e-commerce trends.</p><p><blockquote>Wedbush Securities 分析师 Ygal Arounian 预计,这些收购将在短期内稀释利润率,但他相信这些交易将扩大公司的国际影响力,并使其能够利用新的电子商务趋势。</blockquote></p><p> While e-commerce companies have had a strong year so far, investors are closely monitoring how they are navigating the changing economic landscape. Last week, for example,Amazon beat earnings expectations but just fell short of revenue expectations, prompting investors to wipe 7.4% off the company’s market capitalization the next day.</p><p><blockquote>尽管电子商务公司迄今为止表现强劲,但投资者正在密切关注它们如何应对不断变化的经济格局。例如,上周亚马逊的盈利超出了预期,但收入却低于预期,这促使投资者第二天将该公司的市值缩水了 7.4%。</blockquote></p><p> Arounian believes the increase in Covid cases could create favorable conditions for digital commerce to grow, but the reopening could limit upside in the third quarter.</p><p><blockquote>Arounian认为,Covid病例的增加可能会为数字商务的增长创造有利条件,但重新开放可能会限制第三季度的上涨空间。</blockquote></p><p> Even if Etsy tops earnings and revenue expectations, the question remains whether that will be good enough to override concerns that e-commerce platforms will cede ground to retailers as the economy reopens.</p><p><blockquote>即使 Etsy 的盈利和收入超出预期,问题仍然是这是否足以克服人们对随着经济重新开放电子商务平台将让位给零售商的担忧。</blockquote></p><p> Shares of Etsy stock were up 0.8%, to $190.46 on Tuesday; the S&P 500 was up 0.8%.</p><p><blockquote>周二,Etsy 股价上涨 0.8%,至 190.46 美元;标普500上涨0.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/etsy-earnings-preview-51628011082?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc."},"source_url":"https://www.barrons.com/articles/etsy-earnings-preview-51628011082?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167210011","content_text":"The pressure is on for Etsy to deliver Wednesday when it reports second-quarter earnings. And the artisanal crafts online retailer believes it can—confident that its pandemic growth spurt is here to stay.\nFor the second quarter, executives are forecasting revenue of $493 million to $536 million, representing a 15% to 25% increase year over year, but below the first-quarter’s $551 million.\nAnalysts have taken the company officials at their work, expectingEtsy(ticker: ETSY) to report on the high end of their guidance. Wall Street expects revenue of $525 million, up from $429 million a year ago, and earnings per share of 63 cents, up from 75 cents.\nThe executives also believe the company can retain most of the gross merchandise sales gains amassed during the pandemic. For 2020’s first quarter, which ended shortly after the start of the lockdown, Etsy reported gross merchandise sales of $1.35 billion. This year’s first-quarter brought in $3.14 billion in gross merchandise sales, and the second-quarter projection isn’t far off—$2.8 billion to $3.1 billion.\nMaintaining gross merchandise sales gains will come down to retaining high-spending customers. In the first quarter, the company reported a 205% year over year increase in buyers who made six or more purchases and spent over $200 in the past 12 months. Though just 9% of buyers, the group accounts for 40% of gross merchandise sales. A key concern is whether those consumers would prefer the retail shopping experience, which may be more conducive to impulse purchases.\nThe online e-tailer has made a couple of big purchases of its own. In late June,Etsy announced it would pay $217 million in cash for Brazil-based Elo7, a peer-to-peer e-commerce marketplace. A few weeks earlier Etsy acquired Depop, a U.K. fashion reseller platform, for $1.63 billion.\nWedbush Securities analyst Ygal Arounian expects the acquisitions to dilute margins in the short run, but he believes the deals will expand the company’s international presence and allow it to capitalize on new e-commerce trends.\nWhile e-commerce companies have had a strong year so far, investors are closely monitoring how they are navigating the changing economic landscape. Last week, for example,Amazon beat earnings expectations but just fell short of revenue expectations, prompting investors to wipe 7.4% off the company’s market capitalization the next day.\nArounian believes the increase in Covid cases could create favorable conditions for digital commerce to grow, but the reopening could limit upside in the third quarter.\nEven if Etsy tops earnings and revenue expectations, the question remains whether that will be good enough to override concerns that e-commerce platforms will cede ground to retailers as the economy reopens.\nShares of Etsy stock were up 0.8%, to $190.46 on Tuesday; the S&P 500 was up 0.8%.","news_type":1,"symbols_score_info":{"ETSY":0.9}},"isVote":1,"tweetType":1,"viewCount":2444,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ETSY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/807474396"}
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