Pinterest – User Growth Challenges & Platform Transition – 5 November 2021

  • Public Equity
  • TMT
  • North America


Former senior manager, TPM at Pinterest Inc


  • User growth challenges for Pinterest (NYSE: PINS), notably continuing MAU (monthly active user) growth deceleration/declines
  • Increasing importance of commerce and video, and transition from a discovery platform to a shopping-focused one
  • 1-3-year outlook – risks and possible M&A scenarios, highlighting cancelled PayPal (NASDAQ: PYPL) discussions and management’s continued “lack of urgency”


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