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    Pedro Gil

    Research Analyst at Morgan Stanley

    Pedro Gil is an Equity Research Analyst at Morgan Stanley, specializing in the analysis of public equities for institutional clients. His role focuses on identifying market trends and providing investment recommendations, though specific names of companies he covers and quantifiable performance metrics are not publicly available. Gil has built his career within Morgan Stanley’s equity research division, applying rigorous market analysis and financial modeling expertise, but there is no verifiable information regarding prior firms, start date at Morgan Stanley, or notable industry rankings. Details on professional credentials, such as FINRA registration or securities licenses, have not been disclosed through publicly accessible sources.

    Pedro Gil's questions to Wayfair (W) leadership

    Pedro Gil's questions to Wayfair (W) leadership • Q2 2025

    Question

    Pedro Gil, on behalf of Simeon Gutman at Morgan Stanley, asked how Wayfair reconciles its strong demand with the depressed housing market. He also questioned supplier profitability and whether they might need to raise prices.

    Answer

    CEO Niraj Shah reiterated that the overall market remains weak due to housing turnover, but Wayfair's growth is structural and driven by company-specific initiatives that allow it to take share. He explained that suppliers are keen to maintain competitive pricing to preserve demand and are using various levers, including their own margins and ocean freight savings, to avoid price hikes.

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