eBay and Etsy are relatively confident despite tariff pressures

In fact, as almost every sector in the world of business, the second industry is fighting Donald Trump’s violations.

However, based on the statements made by Ebay and Etsy earlier this week, both are not excessive.

Companies recently said that the results of G1 2025, which appealed to the topical theme of the tariffs. eBay and Etsy are very strong, according to the purchase approaches to a large extent. Unlike import-invalid competitors like Temu and Shein, Recently raised prices in response to tariffsMany eBay and ETSY vendors in the United States are mostly used in their products locally, are often used, vintage or handicrafts.

During the income, the companies called on the tariffs to demonstrate the minimum exposure.

Jamie Iannone, General Director of EBay, “is about 5% of our Great China’s quarter of the United States [gross merchandise value] for us. And China is slightly less than 10% of total. ”

Etsy’s CFO, Lanny Baker, “Currently, the exposure of the ETSY is relatively low in terms of more than 1% [gross merchandise sales] The import of items received from the sellers sold from the United States comes. “

ETSY Director General Josh Silverman, “Most of the solo entrepreneurs working from their homes buy 90% of their supply.”

Sellers with local welding strategies can provide an important advantage over competitors like Temu, Shein and Amazon. At the same time, the second companies should still deal with difficulty with economic uncertainty and consumer spending habits.

Etsy seems a little more sensitive when it comes to it. ETSY’s main business model is handed over handed and grapes, which are higher pricing. Thus, although the Etsy sellers do not feel the effects of tariffs, customers are still afraid to cause a total of up to 88.5 million active buyers. The number of ordinary buyers decreased by 6.2 million only 11%.

In addition, the ETSY, a total of 8.9% decrease in total goods for market location (GMS) is up to $ 2.3 billion.

Positive notes, Etsy, Depopage, storage, a fashion platform, a popular fashion platform between Tomin recession continues to benefit from a fashion platform. Since he got a depot in 2021, the platform received a record high GMS. The company did not disclose special figures.

“Etsy has a strong trace record in fast macroeconomic conditions and we are confident in our ability to adapt,” Silverman said.

On the contrary, eBay is in a stronger position, because more prices are more conscious buyers selection, which is the company’s inventory, which is 40% of its inventory. The company said that they asked customers to prevent tariffs to prevent the cost of the eBay quarter and increased their expenses.

“Our focus has observed healthy volume trends in our strengths and can be forwarded to the growing costs and complexity of consumers in the near future,” said Ebay CFO, Steve Priest.

The company’s total volume (GMV) reached $ 18.8 billion, and the income increased by more than 1%, more than $ 2.58 billion.