Investor SentimentInvestors have started to warm up to Wayfair again, seeing it as an uncrowded, 'bottoming out' story with room for positive revisions and multiple expansion.
ProfitabilityManagement has a credible path to strengthened profitability ahead via strengthened gross margin and controlled operating expenses.
Retail ExpansionThe nationwide opportunity for retail locations is significant, presenting Wayfair with an opportunity to leverage their brand, supplier relationships, and supply chain network.