Wayfair Inc (NYSE:W)
$ 45.53 -0.53 (-1.15%) Market Cap: 5.71 Bil Enterprise Value: 8.39 Bil PE Ratio: 0 PB Ratio: 0 GF Score: 66/100
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Wayfair Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 05, 2023 / 08:45PM GMT
Release Date Price: $55.63 (-4.60%)
Simeon Ari Gutman
Morgan Stanley, Research Division - Executive Director

Okay. Hi, everyone. I'm Simeon Gutman, Morgan Stanley's hardline, broadline and food retail analyst. It's my pleasure to welcome Wayfair to this conference and to this event, represented by Niraj Shah, CEO, Co-Chairman and Co-Founder; and Kate Gulliver, CFO and CAO.

I'll read a quick, I'm going to say disclosure, that I know partly by memory, quick intro, and then we'll get into it. As with all of our sessions, if you have questions along the way, feel free and we'll make sure there's time at the end.

The disclosure is, for important disclosures, please see www.morganstanley.com/researchdisclosures.

As for Wayfair, first, thank you for being here for the first time at this event. This is one of the most fascinating stories in our coverage of a business that is building a moat in terms of a brand, in terms of being dependable and reliable on home furnishings, quickly and in quality. I think the pivot that we've seen

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