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北京时间·🕒 发布 20:08:00时区推断·⟳ 抓取 20:09:36·⚡ 决策 07-30 20:13:08 +3m32s·88.9 天前
Etsy完成向eBay出售Depop，现金对价约14亿美元并拟用于回购
Etsy确认Depop出售已完成，约14亿美元现金相当于Etsy当前约81.2亿美元市值的17%左右，理论上支持回购和聚焦核心市场。
📄 原文PR Newswire Technology↗ 原文
Etsy Completes Sale of Depop
Transaction enables exclusive focus on driving sustainable long-term growth for the Etsy marketplace BROOKLYN, N.Y., Ju…
不做 Etsy（ETSY.US）
核心出售条款和回购用途已提前5个月公开，今日只是交割完成；新增约2亿美元调整相对市值约2.5%，且股价近20日已涨13.6%并接近52周高，剩余edge不足。
不做 eBay（EBAY.US）
完成收购Depop是已公告交易的程序性落地，未披露短线收入、利润或协同量化增量；约14亿美元现金支出相对eBay约512亿美元市值不构成强交易催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 双方首次公开eBay将以约12亿美元现金从Etsy收购Depop，并说明Etsy拟将 proceeds 用于回购和核心市场投资。
- Etsy披露美国和德国监管许可已取得，其他市场审查仍在进行，预计三季度前完成，并再次提到回购用途。
- Etsy披露交易时间预期调整到三季度末，并列明若监管失败的终止费安排，说明交割风险此前已被市场持续跟踪。
- Etsy宣布Depop出售已完成，最终约14亿美元现金包括12亿美元基础价和约2亿美元净调整及利息。市场反应:stock_quote截至12:10 UTC显示ETSY最新价85.58美元、较前收-1.03%，EBAY最新价115.30美元、较前收-1.82%。
关键理由
- Etsy确认Depop出售已完成，约14亿美元现金相当于Etsy当前约81.2亿美元市值的17%左右，理论上支持回购和聚焦核心市场。
- 但交易协议、12亿美元基础对价、回购用途和监管进展已在2月、4月和5月多次披露，当前主要是程序性交割完成而非首次定价事件。
- 新增的约2亿美元净调整和利息仅约占Etsy市值2.5%，不足以在已接近52周高位的股价上形成清晰短线正期望。
主要风险
- Etsy近20个交易日已涨约13.6%且距52周高点不到2%，交割完成容易被视为利好兑现。
- eBay端只是完成既定收购，Depop约10亿美元2025年GMS相对eBay约512亿美元市值和既有业务体量偏小，短线增量不清。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-30 · 影响 weakens
内部库命中同日Etsy和eBay交割公告，也命中2月、4月、5月的交易条款和进展披露，削弱新鲜度。
检索:Etsy Depop sale eBay $1.2 billion $1.4 billion share repurchase regulatory approval closing 原文 ↗ - 做多前查反向 · 来源 stock_quote · 日期 2026-07-30 · 影响 weakens
ETSY近20日上涨13.61%、距52周高点仅约1.93%，但公告时最新价较前收仍为-1.03%，未显示强正向盘前重定价。
检索:ETSY.US stock_quote full - 做多前查反向 · 来源 stock_quote · 日期 2026-07-30 · 影响 weakens
EBAY当前最新价较前收-1.82%，收购完成未在行情上给出做多确认，且交易金额相对市值较小。
检索:EBAY.US stock_quote full
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 4,262 字
Transaction enables exclusive focus on driving sustainable long-term growth for the Etsy marketplace
BROOKLYN, N.Y., July 30, 2026 /PRNewswire/ -- Etsy, Inc. (NYSE: ETSY), which owns and operates the Etsy marketplace, the global destination for unique and creative goods, today announced that it has successfully completed the previously announced sale of Depop, a community-powered fashion resale marketplace, to eBay Inc. (Nasdaq: EBAY) for approximately $1.4 billion in cash, reflecting the purchase price of $1.2 billion plus $200 million of net purchase price adjustments and interest. The net cash proceeds are further subject to certain post-closing adjustments. The transaction was finalized following the satisfaction of closing conditions including the receipt of required regulatory approvals.
With the divestiture complete, Etsy plans to utilize the proceeds from the transaction for general corporate purposes aligned with the capital allocation strategy outlined in its April 29th Shareholder Letter, which included plans to accelerate its share repurchase program.
"We are excited for what's next for both Etsy and Depop," said Kruti Patel Goyal, Chief Executive Officer of Etsy. "This transaction allows us to move forward with a clear focus on building the best marketplace for Etsy's buyers and sellers, and is a strong outcome for our shareholders. We're proud of what the Depop team has built - a truly differentiated brand with a passionate community - and we wish them continued success as part of eBay."
About Etsy
Etsy, Inc. owns and operates the Etsy marketplace, the global destination for unique and creative goods, connecting millions of creative entrepreneurs with buyers around the world.
In a time of increasing automation, it's our mission to keep human connection at the heart of commerce. That's why we built a place where creativity lives and thrives because it's powered by people. We help our community of sellers turn their ideas into successful businesses. Our platform connects them with millions of buyers looking for an alternative—something special with a human touch, for those moments in life that deserve imagination.
Etsy was founded in 2005 and is headquartered in Brooklyn, New York.
Forward-Looking Statements
This press release contains "forward-looking" statements within the meaning of the federal securities laws, including statements regarding the potential benefits of the transaction, the final net cash proceeds and Etsy's intended use of proceeds, and our ability to grow the Etsy marketplace. In some cases, forward-looking statements can be identified by terms such as "aim," "anticipate," "believe," "commit," "continue," "could," "design," "develop," "enable," "estimate," "expect," "forecast," "future," "goal," "impact," "intend," "likely," "maintain," "may," "ongoing," "opportunity," "optimistic," "outlook," "plan," "possible," "potential," "predict," "probable," "pursue," "remain," "seek," "should," "strategy," "strive," "target," "value," "will," "would," or similar expressions, variations 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 Etsy expects. These risks and uncertainties include market risks, trends and conditions, and are more fully described in Etsy's filings with the Securities and Exchange Commission, including in the section titled "Risk Factors" in Etsy's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 and in the risk factors included in Etsy's subsequent quarterly and annual reports. In light of such risks, readers are cautioned not to place undue reliance on such forward-looking statements. Forward-looking statements represent beliefs and assumptions of Etsy only as of the date of this press release. Etsy does not intend to update, and disclaims any obligation to update, any of these forward-looking statements for any reason after the date of this press release or to conform these statements to actual results or revised expectations, except as required by law.
Etsy Contacts:
Investor Relations
Deb Wasser
[email protected]
Media Relations
Lauren Bayse
[email protected]
SOURCE Etsy, Inc.
BROOKLYN, N.Y., July 30, 2026 /PRNewswire/ -- Etsy, Inc. (NYSE: ETSY), which owns and operates the Etsy marketplace, the global destination for unique and creative goods, today announced that it has successfully completed the previously announced sale of Depop, a community-powered fashion resale marketplace, to eBay Inc. (Nasdaq: EBAY) for approximately $1.4 billion in cash, reflecting the purchase price of $1.2 billion plus $200 million of net purchase price adjustments and interest. The net cash proceeds are further subject to certain post-closing adjustments. The transaction was finalized following the satisfaction of closing conditions including the receipt of required regulatory approvals.
With the divestiture complete, Etsy plans to utilize the proceeds from the transaction for general corporate purposes aligned with the capital allocation strategy outlined in its April 29th Shareholder Letter, which included plans to accelerate its share repurchase program.
"We are excited for what's next for both Etsy and Depop," said Kruti Patel Goyal, Chief Executive Officer of Etsy. "This transaction allows us to move forward with a clear focus on building the best marketplace for Etsy's buyers and sellers, and is a strong outcome for our shareholders. We're proud of what the Depop team has built - a truly differentiated brand with a passionate community - and we wish them continued success as part of eBay."
About Etsy
Etsy, Inc. owns and operates the Etsy marketplace, the global destination for unique and creative goods, connecting millions of creative entrepreneurs with buyers around the world.
In a time of increasing automation, it's our mission to keep human connection at the heart of commerce. That's why we built a place where creativity lives and thrives because it's powered by people. We help our community of sellers turn their ideas into successful businesses. Our platform connects them with millions of buyers looking for an alternative—something special with a human touch, for those moments in life that deserve imagination.
Etsy was founded in 2005 and is headquartered in Brooklyn, New York.
Forward-Looking Statements
This press release contains "forward-looking" statements within the meaning of the federal securities laws, including statements regarding the potential benefits of the transaction, the final net cash proceeds and Etsy's intended use of proceeds, and our ability to grow the Etsy marketplace. In some cases, forward-looking statements can be identified by terms such as "aim," "anticipate," "believe," "commit," "continue," "could," "design," "develop," "enable," "estimate," "expect," "forecast," "future," "goal," "impact," "intend," "likely," "maintain," "may," "ongoing," "opportunity," "optimistic," "outlook," "plan," "possible," "potential," "predict," "probable," "pursue," "remain," "seek," "should," "strategy," "strive," "target," "value," "will," "would," or similar expressions, variations 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 Etsy expects. These risks and uncertainties include market risks, trends and conditions, and are more fully described in Etsy's filings with the Securities and Exchange Commission, including in the section titled "Risk Factors" in Etsy's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 and in the risk factors included in Etsy's subsequent quarterly and annual reports. In light of such risks, readers are cautioned not to place undue reliance on such forward-looking statements. Forward-looking statements represent beliefs and assumptions of Etsy only as of the date of this press release. Etsy does not intend to update, and disclaims any obligation to update, any of these forward-looking statements for any reason after the date of this press release or to conform these statements to actual results or revised expectations, except as required by law.
Etsy Contacts:
Investor Relations
Deb Wasser
[email protected]
Media Relations
Lauren Bayse
[email protected]
SOURCE Etsy, Inc.
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