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Wayfair Inc. is a leading global e-commerce company specializing in home goods. It operates an online platform offering over 40 million products sourced from more than 20,000 suppliers, catering to diverse customer tastes and budgets. The company provides furniture, décor, housewares, and home improvement products through its family of brands, serving both individual households and business professionals.
- U.S. Segment - Drives the majority of the company's revenue, offering a comprehensive range of home goods through its e-commerce platform to customers in the United States.
- International Segment - Provides home goods to customers in Canada, the UK, Germany, and Ireland, focusing on expanding the company's global reach.
- Wayfair - The flagship brand offering a wide variety of home-related products, including furniture, décor, and housewares, available internationally.
- Joss & Main - Focuses on stylish and curated home décor, targeting customers seeking unique and trendy designs.
- AllModern - Specializes in modern and contemporary home designs, catering to customers with a preference for sleek and minimalist aesthetics.
- Birch Lane - Offers classic and timeless home styles, appealing to customers who prefer traditional and elegant designs.
- Perigold - A luxury home goods destination, providing high-end furniture and décor for premium customers.
- Wayfair Professional - Caters to business professionals, including small startups and global enterprises, offering tailored solutions for commercial spaces.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Niraj Shah ExecutiveBoard | Co-Founder, Chief Executive Officer, President | None | Co-founded Wayfair in 2002, instrumental in leading Wayfair's growth and operational strategy. | View Report → |
Fiona Tan Executive | Chief Technology Officer | None | Joined Wayfair in 2020, led tech transformation initiatives, integrated advanced technologies for personalized shopping experiences. | |
Jon Blotner Executive | President, Commercial and Operations | None | Joined Wayfair in 2016, led initiatives in Global Merchandising, Pricing, and Supplier Acquisition. | |
Kate Gulliver Executive | Chief Financial Officer and Chief Administrative Officer | None | Joined Wayfair in 2016, transitioned to CFO in 2022, previously built the company's talent organization. | View Report → |
Andrea Jung Board | Independent Director | President and CEO of Grameen America LLC, Board Member at Apple Inc., Unilever PLC, and Unilever N.V. | Extensive board and executive-level experience in retail and technology, serving on multiple boards. | |
Anke Sch\u00e4ferkordt Board | Independent Director | Member of the Supervisory Board of BMW AG | Former CEO of RTL Television and Mediengruppe RTL Deutschland, extensive experience in media and broadcasting. | |
Diana Frost Board | Independent Director | Global Chief Growth Officer at Kraft Heinz | Appointed to Wayfair's board in 2025, oversees enterprise strategy and marketing at Kraft Heinz, extensive experience in brand strategy and consumer engagement. | |
Jeffrey Naylor Board | Independent Director | Board Member at Dollar Tree, Inc. and Synchrony Financial | Extensive board, financial, and executive-level experience, particularly in the retail sector. | |
Jeremy King Board | Independent Director | Chief Technology Officer of Pinterest | Extensive experience in e-commerce and technology, previously held senior roles at Walmart and eBay. | |
Michael E. Sneed Board | Independent Director | Board Member at Kenvue Inc., Thomas Jefferson University, Robert Wood Johnson Foundation, WHYY | Former Executive Vice President at Johnson & Johnson, extensive experience in global corporate affairs and communications. | |
Michael Kumin Board | Lead Independent Director | Managing Director at Great Hill Partners | Extensive experience in e-commerce as a private equity investor, serves on several private company boards. | |
Steven Conine Board | Co-Founder, Director (Co-Chairman) | Board Member at CarGurus, Inc. | Co-founded Wayfair in 2002, pivotal in shaping Wayfair's technological and operational strategies. |
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Your gross margins have been pressured due to investments in lower take rates to drive order capture; how sustainable is this strategy, and what impact do you expect it to have on profitability if the macro environment doesn't improve?
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You've increased advertising spend to 12.3% of net revenue in the third quarter; can you elaborate on the specific returns you're seeing from this investment, and how confident are you that it will yield profitable growth in the current challenging consumer environment?
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With consumers remaining trepidatious and housing turnover at historic lows, what concrete steps are you taking to drive top-line growth without relying on a macroeconomic recovery?
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Given your continued cost discipline and reductions in SOTG&A expenses, are there risks that cutting costs may limit your ability to invest in critical areas like AI and technology advancements necessary for long-term competitiveness?
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Considering the potential for increased tariffs on imports from China and your exposure to suppliers there, how are you positioning your supply chain to mitigate this risk, and what impact could this have on your product costs and margins?
Recent developments and announcements about W.
8-K Filings
8-K Filing
·7 days agoFinancial ExhibitsNew Financial ObligationMaterial Definitive AgreementView full 8-K filing →Wayfair Inc. issued $700M aggregate of 7.750% Senior Secured Notes due 2030. Approximately $551M net proceeds will repurchase about $578M of its 1.00% convertible senior notes due 2026, with settlement expected on March 14, 2025.
Press Releases
Press Release
·4 days agoView full press release →Wayfair prices offering of $700M senior secured notes maturing Sept. 15, 2030. Net proceeds will partially repurchase $580M of convertible notes due 2026 and support other corporate purposes.