Earnings$ETSY9:09 AM ET

Etsy CEO: AI adds two points to GMS growth, but platform faces AI-art backlash

By BORSA NewsroomPublished Oct 28, 2026, 9:09 AM EDTUpdated Oct 28, 2026, 9:09 AM EDT

Etsy CEO Kruti Goyal says AI personalization has contributed two percentage points to annualized GMS growth. She acknowledged backlash over AI-created artwork on the platform, saying Etsy aims to help buyers understand who made a product and how.

Sentimentbullish 65

Bullish · 65 of 100

Impact30

low · stays off the top drivers

Confidence80%

high confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

AI personalization contributed two percentage points to Etsy's annualized GMS growth rate.