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Etsy第一季銷售額超預期，獲利大幅提升

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-- Etsy (ETSY) 第一季營收成長超出華爾街預期，幫助這家線上市場轉虧為盈。 3 月季度營收從 6.122 億美元增至 6.313 億美元，超過 FactSet 調查的 6.196 億美元預期。 Etsy 實現每股獲利 0.89 美元，而去年同期則虧損 0.33 美元。 商品銷售總額（衡量平台上商品銷售總金額的指標）以非 GAAP 準則計算成長 5.5%，達到 24.6 億美元。 剔除 Depop 績效的持續經營業務指標下降 3.9%。 Etsy 於 2 月同意以 12 億美元的價格將時尚電商平台 Depop 出售給 eBay (EBAY)。此外，Reverb 的業績已計入去年的持續經營業務，但未計入 2026 年 3 月季度。 Reverb 於 2025 年 6 月出售。 分析師預期其商品交易總額 (GMS) 為 24.4 億美元。 「我們開始看到客戶行為出現早期改善，這反映出我們的策略取得了進展：活躍買家數量兩年來首次環比增長，儘管仍低於上年同期水平；同時，我們在新增買家、活躍賣家和每位買家的 GMS 方面均實現了同比增長，我們的移動應用程序也保持了持續增長勢頭。」 一封股東致信中寫道。 Etsy 股價週三盤中上漲 11%。該股今年迄今已累計上漲約 26%。 該公司預計本季 GMS 為 24.8 億美元至 25.3 億美元，年增 3% 至 5%。華爾街預期為 24.5 億美元。 該公司表示：“鑑於我們對 Etsy 市場的展望較 2 月中旬發布的全年預測有所改善，我們現在預計全年 GMS 增長率將處於個位數低位。” 該公司先前曾預測 2026 年 GMS 將實現「小幅」年成長。

Price: $67.97, Change: $+4.76, Percent Change: +7.53%

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