The following are 4 pillars of a Wayfair investment thesis we’re working on. We have ongoing tracker surveys collecting data on all of the following… Demand Catalysts Housing (buying new homes and/or moving), setting up at-home offices, and home improvement related activities created a surge in demand for furniture during the pandemic. Respondents who participated in these Covid tailwind behaviors over-indexed in their engagement with Wayfair during that time. We track these behaviors on an ongoing basis and will continue to do so as we lap Covid/post-Covid comps.
Wayfair Thesis
Wayfair Thesis
Wayfair Thesis
The following are 4 pillars of a Wayfair investment thesis we’re working on. We have ongoing tracker surveys collecting data on all of the following… Demand Catalysts Housing (buying new homes and/or moving), setting up at-home offices, and home improvement related activities created a surge in demand for furniture during the pandemic. Respondents who participated in these Covid tailwind behaviors over-indexed in their engagement with Wayfair during that time. We track these behaviors on an ongoing basis and will continue to do so as we lap Covid/post-Covid comps.