Consumer Stocks Spotlight: Etsy, Roblox, and Reddit

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 4 August 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results! Tim Beyers, Alicia Alfiere, and Tom King discuss: - Quarterly results from Etsy and Roblox. - Whether Reddit is shaping up to be a Rule Breaker. - A bit of business history as the big grocers prepare to report earnings. Tickers: Companies discussed: ETSY, RBLX, RDDT, WMT, KR Host: Tim Beyers Guests: Alicia Alfiere, Tom King Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What do we commerce earnings say about the economy?
0:08.2	You're listening to Motley Fool Money.
0:20.7	All right, good morning, fools.
0:22.4	I'm your host, Tim Byers, with me, two of my rule breakers teammates, Alicia Alfieri and Tom King.
0:28.3	Alicia, Tom, how are you feeling?
0:30.0	Are you suitably caffeinated?
0:32.1	Very good, thank you.
0:33.8	Good to be here.
0:34.8	Mostly caffeinated.
0:36.1	Mostly caffeinated? Okay.
0:41.2	Well, you have a young baby, so you need more caffeine than most.
0:44.9	We're going to hit an e-commerce earning spotlight today.
0:49.9	Last week, Fed Chairman Jerome Powell decided to hold back on lowering interest rates,
0:53.0	citing mildly concerning inflation data.
0:57.3	And yet U.S. economic activity appears to be good with GDP upper reported 3%. So shouldn't that be a boon for companies driven by consumer spending?
1:03.5	We're going to tackle two, and to me it looks like a mixed bag. I'm going to start us off with
1:09.0	Etsy, Tom. I'm going to come to you in a second here,
1:12.3	but I show Etsy reporting a 4% increase in revenue year over year. EPS, though, earnings per share,
1:18.6	fell 39% and gross merchandise sales dropped 5%. You know, that doesn't sound that great.
1:24.9	Seems to me that Etsy's ability to raise prices on sellers
1:28.4	via higher take rates is really the only thing that's fueling growth here. So, am I reading that
1:34.2	wrong? Is that true? And if I am reading it right, is that sustainable? So where are you on Etsy?
	...

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