Etsy falls after Opco lowers estimates on higher gas prices

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Wed, March 25, 2026 astatine 9:35 AM CDT 1 min read

Oppenheimer expert Jason Helfstein modestly lowered Etsy‘s (ETSY) gross merchandise income estimates for the archetypal fractional of the twelvemonth to bespeak uncertainty astir user spending from rising state prices. Etsy could beryllium much exposed than different online marketplaces to higher state prices arsenic its products are highly discretionary and progressive buyers person plateaued, the expert tells investors successful a probe note. Opco does not spot the institution “leaning into promotions oregon discounting during periods of weakness.” It believes Etsy volition proceed absorption connected driving frequence done amended user experiences and AI driven personalization with its aboriginal tests delivering affirmative results. Oppenheimer has a Perform standing connected the shares, which are down 7% to $49.07 successful greeting trading.

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