Etsy, Inc. (ETSY) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 7:50 PM EST
Company Participants
Kruti Goyal – CEO, President, Chief Growth Officer & Director
Charles Baker – Chief Financial Officer
Conference Call Participants
Nathaniel Feather – Morgan Stanley, Research Division
Presentation
Nathaniel Feather
Morgan Stanley, Research Division
Good afternoon, everyone. Thank you so much for joining us. My name is Nathan Feather, and I’m Morgan Stanley’s small and mid-cap Internet analyst. I am pleased to be welcomed today by Kruti Patel Goyal, Etsy’s CEO; and Lanny Baker, Etsy’s CFO. Thanks so much for being here.
Kruti Goyal
CEO, President, Chief Growth Officer & Director
Thanks for having us.
Charles Baker
Chief Financial Officer
Thanks, Nathan.
Nathaniel Feather
Morgan Stanley, Research Division
Now before we begin, a few quick housekeeping items for important disclosures. Please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And then also, please refer to Etsy’ safe harbor found on their Investor Relations website.
And with that, let’s kick it off.
Question-and-Answer Session
Nathaniel Feather
Morgan Stanley, Research Division
Kruti, you’ve been at Deepbase — or sorry, Etsy, for quite some time here. Many in the financial community are still just getting to know you though. What should we understand about your journey, leadership philosophy and how that perspective shapes your assessment of Etsy today and the plan to reaccelerate growth?
Kruti Goyal
CEO, President, Chief Growth Officer & Director
Sure. Thanks for having us. I’m glad to have the opportunity to chat with you all today. I have been at Etsy for a really long time. I just celebrated my 15-year Etsyversary a couple of days ago, and it had me thinking about how much Etsy has changed from then until now. So when I
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