Etsy Reports Slight GMS Growth in Q4, Forecasts FY 2026 Growth

Etsy's marketplace returned to slight Gross Merchandise Sales growth in the fourth quarter and projects further GMS growth for fiscal year 2026.

19 Feb, 12:08 — 19 Feb, 12:17

Moderate (32/100)

2 sourcesNarrow spread2 regions

Post Share

Why this matters

Etsy's financial performance is a key indicator of consumer spending habits and the broader health of the e-commerce sector, particularly for artisan and unique goods. Its results reflect market trends and investor sentiment towards online retail platforms.

ℹOnly 2 sources cover this story

Perspective Analysis

AI-generated comparison of how 2 sources cover this story

The coverage of Etsy's Q4 earnings shows a clear divergence in focus, with Seeking Alpha highlighting slight GMS growth and a positive FY 2026 forecast, while Reuters emphasizes the company missing fourth-quarter revenue estimates. This indicates different interpretations of the same earnings report.

Political spectrum

LeftCenterRight

reuters

seeking-alpha

Outlet rating This story

SourceOutletiGeneral editorial lean of the outletStoryiHow they covered this specific storyTone

Reuterscentercenterneutralreports on missed financial expectations

seeking-alphacentercenter-rightoptimistichighlights positive financial performance

Coverage leans: balanced

The coverage is balanced in its financial reporting, with one outlet focusing on positive growth and the other on missed estimates, reflecting different angles of the same earnings report.

What sources agree on

Both outlets report on Etsy's fourth-quarter financial performance.

Where they diverge

Key takeaways from Etsy's Q4 earnings report

seeking-alpha

Frames the report positively, emphasizing a return to slight GMS growth in Q4 and a forecast for GMS growth in FY 2026.

Reuters

Frames the report negatively, highlighting that Etsy missed fourth-quarter revenue estimates.

Key claims3 unverified

Etsy's marketplace returned to slight GMS growth in Q4.

unverified·seeking-alpha

Etsy sees GMS growth in FY 2026.

unverified·seeking-alpha

Etsy missed fourth-quarter revenue estimates.

unverified·Reuters

Coverage gaps

Forecast for FY 2026 GMS growth

Reportedseeking-alpha

MissingReuters

Mention of 'TradingView' in relation to the revenue miss

ReportedReuters

Missingseeking-alpha

Perspective Analysis

Comparing sources…

How outlets covered this

Left-leaning

No articles

Center

seeking-alpha

Earnings Snapshot: Etsy marketplace returns to slight GMS growth in Q4; sees GMS growth in FY 2026

Reuters

Etsy misses fourth-quarter revenue estimates - TradingView

Right-leaning

No articles

Key entities

Etsye-commerce marketplace company

Coverage Timeline

First report: Reuters · 19 Feb, 12:08|Full coverage: All 2 sources within 9m|Window: 9m

Left-leaningCenterRight-leaning

Reuters19 Feb, 12:08First to report

Etsy misses fourth-quarter revenue estimates - TradingView

seeking-alpha19 Feb, 12:17Latest update

Earnings Snapshot: Etsy marketplace returns to slight GMS growth in Q4; sees GMS growth in FY 2026

Read at source (2 outlets)

seeking-alpha5d ago

Earnings Snapshot: Etsy marketplace returns to slight GMS growth in Q4; sees GMS growth in FY 2026

Read full article →

Reuters5d ago

Etsy misses fourth-quarter revenue estimates - TradingView

Etsy misses fourth-quarter revenue estimates TradingView

Read full article →

PERSPECTA

PERSPECTA

Etsy Reports Slight GMS Growth in Q4, Forecasts FY 2026 Growth

Why this matters

Perspective Analysis

Political spectrum

What sources agree on

Where they diverge

Key claims3 unverified

Coverage gaps

Perspective Analysis

How outlets covered this

Left-leaning

Center

Earnings Snapshot: Etsy marketplace returns to slight GMS growth in Q4; sees GMS growth in FY 2026

Etsy misses fourth-quarter revenue estimates - TradingView

Right-leaning

Key entities

Coverage Timeline

Etsy misses fourth-quarter revenue estimates - TradingView

Earnings Snapshot: Etsy marketplace returns to slight GMS growth in Q4; sees GMS growth in FY 2026

Read at source (2 outlets)

Earnings Snapshot: Etsy marketplace returns to slight GMS growth in Q4; sees GMS growth in FY 2026

Etsy misses fourth-quarter revenue estimates - TradingView

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PERSPECTA

Why this matters

Key entities

Perspective Analysis

Political spectrum

What sources agree on

Where they diverge

Key claims3 unverified

Coverage gaps

Coverage matrix