异动解读 | Etsy股价盘中大涨11.21%,第二季度收入超预期

异动解读
Jul 30

在线手工艺品市场Etsy(ETSY)今日盘中股价大涨11.21%,引起市场广泛关注。这一涨幅远超此前盘前交易中3-4%的涨幅,显示投资者对公司财报的积极反应。

根据Etsy公布的财报,公司第二季度营收达到6.727亿美元,同比增长3.8%,超过分析师预期的6.472亿美元。尽管公司每股收益为25美分,低于分析师预期的48美分,但投资者似乎更关注其收入增长。值得注意的是,Etsy的综合商品销售总额(GMS)为28亿美元,同比下降4.8%,但降幅较上一季度的6.5%有所收窄,显示公司业务正在逐步改善。

分析人士指出,Etsy能够在充满挑战的经济环境中实现收入增长,主要得益于其独特的商业模式。公司向卖家收取较低的挂牌费,使其能够以更具竞争力的价格提供产品,从而吸引更多消费者。此外,Etsy市场上90%的卖家在国内采购商品,这使得公司在很大程度上避免了直接的关税压力。尽管面临通胀和消费者支出压力,Etsy仍然展现出较强的韧性,这也是投资者看好该公司前景的重要原因。

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