Etsy Investor Day Presentation Deck

Resulting in a TAM for "special" of ~$100B 2018 TOTAL RETAIL AND ONLINE TAM $1.7T Top Geographies: United States United Kingdom Canada Australia Germany France 6 core Geographies Across all relevant retail categories $249B Online spend, expanded to include spend in ALL relevant retail categories and core geographies ~$100B Market for "Special" Sources: Euromonitor (2018), Assoc. for Creative Ind. (Jan 2018), Art Basel (2018), Hiscox (2018), IBIS, Etsy Consumer Survey Etsy $3.9B 2018 Global GMS Etsy Estimated Market Share: ~4%

View entire presentation