ETSY INC
For the period ended Oct 23, 2026. Filed Oct 28, 2026.
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Oct 23, 2026 · Filed Oct 28, 2026
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Contents
EX-99.1 · Continuing Operations
Continuing Operations
With the sale of Depop, which has been classified as discontinued operations beginning in the first quarter of
2026, our outlook pertains to continuing operations only, or the Etsy marketplace. We currently assume that
overall macroeconomic factors remain relatively consistent, foreign currency is a modest growth headwind,
and prior-year comparisons become less favorable. Our outlook assumes currency exchange rates remain
unchanged at current spot levels.
| Q4 26 Outlook | FY 26 Outlook | |
| GMS | $3.46B to $3.52B+5-7% Y/Y | ~7% |
|---|---|---|
| Take Rate | ~25.6% | ~25.8% |
| Adjusted EBITDA Margin | ~30% | ~30% |
With respect to our outlook, a reconciliation of Adjusted EBITDA margin guidance to the closest
corresponding GAAP measure is not available without unreasonable efforts on a forward-looking basis due to
the high variability, complexity, and low visibility with respect to the charges excluded from Adjusted EBITDA;
in particular, stock-based compensation expense and related payroll taxes, provision for income taxes,
interest and other non-operating (income) expense, net, foreign exchange (gain) loss, acquisition, divestiture,
and corporate structure-related expenses, and other non-recurring expenses.
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