Etsy (ETSY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · ETSY
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Costs Associated with Exit or Disposal Activities. Restructuring Plan On August 3, 2026, the Audit Committee of the Board of Directors of Etsy (the “Board”), acting pursuant to a delegation of authority from the Board, approved a restructuring plan intended to better align the organization with Etsy's long-term strategic priorities, including by simplifying Etsy’s structure to improve coordination and speed of decision-making (the “Restructuring Plan”). The Restructuring Plan will reduce the…
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
Other Events. Stock Repurchase Authorization On August 3, 2026, the Audit Committee of the Board, acting pursuant to a delegation of authority from the Board, approved a new stock repurchase program that authorizes Etsy to repurchase up to an additional $2 billion of its common stock. The authorization has no expiration date and may be modified, suspended, or terminated at any time by the Board. The number of shares to be repurchased and the timing of repurchases will depend on a number of fa…
Completion of Acquisition or Disposition of Assets. On July 30, 2026, Etsy completed the previously announced sale of Depop to eBay Inc., a Delaware corporation ("eBay”), pursuant to the terms of that certain Sale and Purchase Agreement, dated as of February 15, 2026 (the “Original Purchase Agreement”), as supplemented on May 21, 2026 (the "First Amendment") and as amended on July 12, 2026 (the "Second Amendment" and, together with the Original Purchase Agreement and the First Amendment, the…
of Etsy’s Current Report on Form 8-K, filed on May 28, 2026, respectively, which descriptions are incorporated by reference herein. Capitalized terms used herein without definition shall have the respective meanings specified in the Purchase Agreement. On July 15, 2026, the Competition and Markets Authority of the United Kingdom (the “CMA”) cleared the Transaction. The parties now expect the Transaction to close on July 30, 2026. The Second Amendment provides that upon receipt of such confirm…
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
and 7.01 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any other filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing. Forward-Looking Statements This Current Report on Form 8-K (including the Purchase Agreement furnished as Exhibit 2.1 and the press release furnished as…
Entry into a Material Definitive Agreement. On February 15, 2026, Etsy, Inc., a Delaware corporation (“Etsy”), entered into a Sale and Purchase Agreement (the “Purchase Agreement”) to sell Depop Limited (“Depop”), a wholly-owned subsidiary of Etsy incorporated under the laws of England and Wales operating its two-sided fashion resale marketplace, to eBay Inc., a Delaware corporation (“Purchaser”). Pursuant to the Purchase Agreement, Purchaser will acquire all of the outstanding equity interes…
Other Events. New $750 Million Authorization for Stock Repurchases On December 16, 2025, the Board approved a new share repurchase authorization to repurchase up to an aggregate of $750 million of Etsy’s common stock. The new share repurchase authorization has no expiration date and may be modified, suspended, or terminated at any time by the Board. The number of shares to be repurchased and the timing of repurchases will depend on a number of factors, including, but not limited to, stock pri…
Regulation FD Disclosure On December 18, 2025, Etsy issued a press release announcing a new share repurchase authorization and the appointment of Fred Wilson as Etsy’s Lead Independent Director. A copy of this press release is furnished is as Exhibit 99.1 to this Current Report on Form 8-K. The information in Items 7.01 and 9.01 of this Form 8-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise incorpor…
CEO — Kruti Patel Goyal: The filing announces the internal promotion of the current President and Chief Growth Officer to CEO, which is a succession event rather than a loss of an executive.
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On September 29, 2025 Etsy, Inc. ("Etsy"), acting pursuant to authorization from its Board of Directors, determined to voluntarily withdraw the principal listing of Etsy's common stock, par value $0.001 per share ("Common Stock") from the Nasdaq Global Select Market (“Nasdaq”) and transfer the listing to the New York Stock Exchange (“NYSE”). Etsy expects that listing and trading of its Common…
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
Entry into a Material Definitive Agreement. Indenture and Notes On June 16, 2025, Etsy, Inc. (“Etsy”) completed its previously announced private offering of an aggregate of $700 million principal amount of its 1.00% Convertible Senior Notes due 2030 (the “Notes”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) including the exercise in full of the initial purchasers’ option to purchase up to an additional $50 million…
Other Events. On June 11, 2025, Etsy issued a press release announcing the launch of the offering of the Notes. On June 12, 2025, Etsy issued a press release announcing the pricing of the offering of the Notes. Copies of the press releases are filed as Exhibits 99.1 and 99.2 to this Current Report on Form 8-K and are incorporated by reference herein. Forward-Looking Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of the federal securities laws…
Unregistered Sale of Equity Securities. See
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
The filing discloses the approval of a new equity inducement plan for new hires, which is a compensatory arrangement rather than a change in management personnel.
CFO — Rachel Glaser: The filing discloses the planned retirement of CFO Rachel Glaser with a named successor (Lanny Baker) and an advisory transition period, representing an orderly succession rather than a sudden loss of executive leadership.
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
CFO — Rachel Glaser: The CFO is retiring with a structured transition plan and advisory role, indicating an orderly succession rather than a sudden loss of leadership.
and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
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