Economic data for ETSY
Full calendarRecently released
- November 6, 2026USDMichigan Consumer Sentiment●●●Forecast 48.5Previous 48.0
- November 6, 2026USDAverage Hourly Earnings m/m●●●Forecast 0.2%Previous 0.1%
- November 6, 2026USDNonfarm Payrolls●●●Forecast 55KPrevious 29K
- November 6, 2026USDUnemployment Rate●●●Forecast 4.2%Previous 4.2%
- November 5, 2026USDInitial Jobless Claims●●●
Coming up
- November 10, 2026USDCore CPI●●●Forecast 339.796Previous 338.896in 2 days
- November 10, 2026USDCore CPI y/y●●●Forecast 2.8%Previous 2.6%in 2 days
- November 10, 2026USDCPI y/y●●●Forecast 4.2%Previous 3.7%in 2 days
- November 10, 2026USDCore CPI m/m●●●Forecast 0.2%Previous 0.3%in 2 days
- November 10, 2026USDCPI●●●Forecast 338.683Previous 336.298in 2 days
- November 10, 2026USDCPI m/m●●●Forecast 0.5%Previous 0.6%in 2 days
- November 10, 2026USDCore CPI n.s.a. m/m●●●Previous 0.4%in 2 days
- November 12, 2026USDInitial Jobless Claims●●●in 4 days
All times UTC. Assessed against the consensus forecast, otherwise against the previous value.
Both worlds over time
Technical and news signals of the last 90 days on one timeline.
ETSY fundamental outlook
From news analysis — different time windows than the trading horizons above · as of 12.09.2026
- Vinted's US expansion directly challenges Etsy's Depop, leveraging a 75M user base against Depop's 30M.
- Vinted's zero-commission model undercuts Depop's 10% selling fee, a core competitive disadvantage.
- Executive Chair Josh Silverman sold $1.1M in Etsy shares via a preplanned 10b5-1 plan, retaining $30M in stock.
- Etsy is showing improving gross merchandise sales, suggesting a potential operational turnaround.
- The competitive threat from Vinted is a mid-term structural risk to Etsy's growth diversification strategy.
- Two of the three signals are bearish, centered on the same competitive catalyst, creating a coherent negative narrative.
Etsy faces mounting competitive pressure in its Depop subsidiary as Vinted, a well-funded European rival with 75 million users and a zero-commission model, advances a US expansion. The most recent signal, a neutral insider sale by Executive Chair Josh Silverman for $1.1 million, is a preplanned Rule 10b5-1 transaction and does not offset the bearish narrative. Silverman retains $30 million in stock, and the company shows improving gross merchandise sales, hinting at a potential turnaround. However, two prior bearish signals from late July detail Vinted's direct threat to Depop's 30 million user base and its 10% selling fee. Vinted's scale and fee structure are poised to divert sellers and buyers, undermining Etsy's growth diversification. The competitive dynamic is the dominant theme, with the insider sale providing a minor, non-fundamental counterpoint. The overall picture is one of a core business attempting a turnaround while a key growth asset faces a structural competitive assault.
56 days ago · Based on 3 signals
📝 Overview Generated automatically
ETSY has been the subject of 4 signals across 4 articles in the last 365 days. Sentiment skews Bearish (50%).
Breakdown: 0 bullish, 2 bearish, 2 neutral. AI confidence averages 66% across all signals.
Most-cited catalysts: Vinted's planned US launch intensifies competition for Depop. (1×), Vinted undercuts Depop's 10% selling fee with zero commission (1×), Vinted's 75M users dwarf Depop's 30M, enabling faster critical mass in the US (1×). Most-cited risk factors: Depop's established user base and brand loyalty may limit Vinted's market penetration. (1×), Vinted's US rollout could face execution challenges or consumer indifference. (1×), Depop's niche community and social features may insulate it from fee-based competition (1×).
Related assets
Same category or comparable signal picture — each card opens the full cockpit.