Ca$htag$: Etsy (ETSY) Adding Agentic Commerce Enough to Boost Sales?
Schwab Network · Schwab Network
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Show Notes
Likefolio’s Andy Swan previews Etsy (ETSY) earnings and shares consumer sentiment data. He says it ranks highly on AI engine referrals, but its web visits are down, with rival Shopify (SHOP) “exploding to the upside.” While he thinks the company is “phenomenal,” he’s concerned that it won’t meet the growth expectations Wall Street has.
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