Growth ProspectsWith top-tier market share gains, a new paid loyalty program, compelling B2B traction, and underrated physical retail expansion, there is fresh optimism for EBITDA growth above the Street.
Market PositionMinimal investor attention is being paid to a competitive landscape that is fracturing, which could allow Wayfair to emerge stronger on the other side.
Market ShareFinancial distress for At Home follows challenges for other brick & mortar home furnishings peers, which could create realizable market share opportunities for Wayfair medium-term.