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E D I T E D V E R S I O N
W.N - Wayfair Inc
Wayfair Inc at Morgan Stanley Global Consumer & Retail Conference
Dec 02, 2025 / 02:30PM GMT
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Presentation
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Hello everyone. Welcome to day one of the Global Consumer and retail conference. I am Simeon Gutman, Morgan Stanley's hardline broadline and food retail analyst, and it is our pleasure to welcome Wayfair here, Ni Shaw, CEO, co-founder, co-Chairman, and Kate Gulliver, CFO and CAO. I'm going to read a quick disclosure, make a quick intro, ask the first question, and sit down. For important disclosures, please see the Morgan Stanley Research disclosure website at. Www.Morganstanley.com/research disclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Wayfair has been one of the most successful stocks in consumer in the last 12 months.
The premise of market
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