Disclaimer

This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include statements relating to our financial guidance for the second quarter of 2022 and key drivers thereof; our opportunity; the impact of our “Right to Win” and other growth strategies, including our strategies for integrating our “House of Brands” marketplaces, marketing and product initiatives, and investments and other levers of growth on our business and operating results, including future GMS and revenue growth; our ability to attract, engage, and retain buyers and sellers; our plans for investments in our marketplaces and in our member support programs; strategic investments or acquisitions and the potential benefits thereof; our intended environmental and social impacts; the global macroeconomic uncertainty, including additional or unforeseen impacts that the COVID-19 pandemic and general market, political, economic, and business conditions may have on our business, strategy, operating results, key metrics, financial condition, profitability, and cash flows; changes in overall levels of consumer spending and e-commerce generally; and volatility in the global economy. Forward-looking statements include all statements that are not historical facts. In some cases, forward-looking statements can be identified by terms such as “aim,” “anticipate,” “believe,” “could,” “enable,” “estimate,” “expect,” “goal,” “intend,” “may,” “outlook,” “plan,” “potential,” “target,” “will,” or similar expressions and derivative forms and/or the negatives of those words.

Forward-looking statements involve substantial risks and uncertainties that may cause actual results to differ materially from those that we expect. These risks and uncertainties include: (1) our ability to sustain our rapid growth; (2) risks related to the ongoing COVID-19 pandemic, which continues to impact our business and results of operations in numerous volatile and unpredictable ways, as well as risks of reversal of the shift to e-commerce when the pandemic abates; (3) the fluctuation of our quarterly operating results; (4) our failure to meet our publicly announced guidance or other expectations; (5) our ability to successfully execute on our business strategy or if our strategy proves to be ineffective; (6) our ability to attract and retain active and engaged communities of sellers and buyers; (7) macroeconomic events that are outside of our control; (8) our ability to recruit and retain employees; (9) the importance to our success of the trustworthiness of our marketplaces and the connections within our communities; (10) our ability to enhance our current offerings and develop new offerings to respond to the changing needs of sellers and buyers; (11) the effectiveness of our marketing efforts; (12) the effectiveness of our mobile solutions for sellers and buyers; (13) our ability to expand our business in our core geographic markets; (14) regulation in the area of privacy and protection of user data; (15) our dependence on third-party payment providers; (16) our ability to successfully integrate the Depop and Elo7 acquisitions and execute on our “House of Brands” strategy; (17) acquisitions that may prove unsuccessful or divert management attention; and (18) the potential misuse or disclosure of sensitive information about members of our communities and the potential for cyber-attacks. These and other risks and uncertainties are more fully described in our filings with the Securities and Exchange Commission, including in the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ending December 31, 2021 and subsequent reports that we file with the Securities and Exchange Commission. Moreover, we operate in a very competitive and rapidly changing environment. New risks emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties and assumptions, we cannot guarantee future results, levels of activity, performance, achievements, or events and circumstances reflected in the forward-looking statements will occur.

Forward-looking statements represent our beliefs and assumptions only as of the date hereof. We disclaim any obligation to update forward-looking statements.

Executive Team

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Josh Silverman, Chief Executive Officer

Josh Silverman is Etsy's Chief Executive Officer, leading the company as it builds a platform that empowers creative entrepreneurs around the world. He is also a member of Etsy's board of directors.

Josh's two decades of leadership experience include growing consumer technology companies and scaling global marketplaces. He previously served as President of Consumer Products and Services at American Express, CEO of Skype, and CEO of shopping.com, and he held various executive roles at eBay. Earlier in his career, Josh co-founded Evite, Inc. where he also served as the company's CEO. He is currently on the board of directors of Shake Shack.

Josh has a deep commitment to community and civic engagement. He currently serves as Chairman of Code Nation, a non-profit that equips students in under-resourced schools with both fundamental coding skills and professional experiences. He was previously a member of the Stanford Business School Management board and the Lincoln Center Theater board.

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Rachel Glaser, Chief Financial Officer

Rachel is Etsy’s CFO, bringing more than 30 years of senior financial experience to Etsy. She’s responsible for overseeing our global financial operations.

Rachel joins Etsy from Leaf Group, where she served as CFO since 2015. While at Leaf Group, she led efforts that strengthened operating efficiency and helped the company through a transformative period and a return to growth. Prior to joining Leaf, Rachel was CFO at Move, Inc. and helped lead a successful sale of the company to News Corporation.

Rachel has also held roles as Senior Vice President, Operations Finance at Yahoo! and at The Walt Disney Company, where she spent nearly 20 years in leadership positions in finance, operations, and technology teams. Rachel Glaser was elected to the Board of Directors of The New York Times Company in 2018.

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Mike Fisher, Chief Technology Officer

Mike is Etsy’s Chief Technology Officer, setting our technology strategy and helping to further scale our global platform. Prior to joining Etsy, he was the co-founder and managing partner of the consulting firm AKF Partners. Mike’s career in technology has also included the roles of Chief Technology Officer of Quigo, Vice President of Engineering & Architecture for PayPal, and various roles at General Electric helping to develop the company’s technology strategy. He has also co-authored two books on scalability and has written numerous articles on business growth. Mike is a veteran, who served as a Captain and pilot in the US Army.

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Ryan Scott, Chief Marketing Officer

Ryan Scott is our Chief Marketing Officer, bringing two decades of marketing and e-commerce experience to Etsy. He leads the company's digital marketing, advertising, communications, brand, market research and international growth initiatives, elevating Etsy to new shoppers around the world and deepening engagement within our existing community.

Prior to joining Etsy, Ryan was Chief Consumer and Marketing Officer at Slice, the leading digital marketplace for pizza ordering, where he led the end-to-end consumer experience, including developing new products, growing brand affinity and user adoption. Previously, he was CMO of SoulCycle, Co-CEO at Pond5 and served as the first CMO of Seamless.

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Jill Simeone, Chief Legal Officer and Corporate Secretary

Jill Simeone is Etsy’s Chief Legal Officer and Corporate Secretary, bringing more than 15 years of experience in international strategic advising, compliance, and public company reporting. She oversees the Legal and Policy team.

Before joining Etsy, Jill served as Vice President, Senior Counsel and Assistant Secretary at American Express Global Business Travel, where she ran the legal side of their strategic growth strategy. Previously, Jill held General Counsel positions at KCAP and CEMEX. She started her career in the Manhattan DA’s Office. Jill currently serves on the board of Bakkt.

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Kruti Patel Goyal, Chief Product Officer

Kruti Patel Goyal is Etsy’s Chief Product Officer. She is responsible for leading Etsy's product development efforts worldwide, building exceptional shopping experiences across platforms, and enabling creative entrepreneurs to start, manage and scale global businesses.

Since 2011, Kruti has held many integral roles at Etsy, helping lead the company through multiple phases of growth. Her responsibilities have included overseeing Etsy's Seller Services business globally, managing Corporate Development, leading the International growth team and serving as the company’s first head of Marketplace Integrity and Trust & Safety teams.

Before joining Etsy, Kruti worked in strategy and business development at Viacom and at Product (RED). Kruti began her career in M&A at Morgan Stanley and at General Atlantic Partners as a growth equity investor in technology businesses.

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Raina Moskowitz, Chief Operating Officer

Raina Moskowitz is Etsy’s Chief Operating Officer. In this role, her mission is to develop and drive Etsy’s strategy, oversee global marketplace services, and unlock new growth and revenue-driving opportunities. Her team includes Strategy and Operations, Payments, Fulfillment, Member Services, Trust & Safety, and Impact. Raina joined Etsy in 2018 and, prior to becoming Chief Operating Officer, she was Chief Operations, Strategy, and People Officer.

Before Etsy, Raina led U.S. customer marketing, and held multiple leadership roles in product, strategy and marketing at American Express. She is a graduate of the Wharton School at the University of Pennsylvania. Raina has served on the board of directors of Sprout Social since 2020.

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Kim Seymour, Chief Human Resources Officer

Kim Seymour is Etsy’s Chief Human Resources Officer, bringing more than two decades of experience in building world-class teams. Kim is responsible for building on Etsy’s high-performing, equitable, and inclusive culture, aligning global talent to growth opportunities and continuing to shape how Etsy approaches the future of work.

Before Etsy, Kim served as the Chief People Officer of WW International. Prior to that, Kim spent over a decade at American Express, most recently serving as Senior Vice President and HR Business Partner. She also served in roles of increasing responsibility at Home Depot and General Electric in Appliances, Capital and Energy earlier in her career.

Kim holds a JD from Vanderbilt University and an MBA from Indiana University. She also serves as an advisor to MasterClass, is a Trustee of Fisk University and has been a Director of RHR International since 2019.