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So Etsy has rolled out some changes.

I don't know when. I just know that they did.

One of these changes makes it easier for people who are not selling antiques or making things by hand to sell low quality drop shipped goods on Etsy.

One of these changes makes it harder for people who are making things by hand to do business by penalizing them much more heavily for slipped shipping dates. (This issue is probably only impacting a subset of handmade sellers, but it impacted my friend because they have had a couple of spates of bad luck with some handmade stuff lately, the upshot of which is that several of their orders in a row slipped by 6+ weeks (with the full knowledge and consent of the buyer.) Under the new etsy rules, those would be automatically refunded.)

There's also at least some evidence of a significant drop off in search traffic, but that's neither here nor there.