Wayfair Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 18, 2026 / 02:25PM GMT

Release Date Price: MXN1033

Transcript

Christopher Horvers

JPMorgan Chase & Co - Analyst

Thanks. Good morning, everybody.

My name is Christopher Horvers. I'm the Broadlines and Hardlines Retail Analyst at JPMorgan, and it's my great pleasure to introduce Kate Gulliver, Wayfair's Chief Financial Officer.

Kate Gulliver

Wayfair Inc - Chief Financial Officer, Chief Administrative Officer

Good morning.

Christopher Horvers

JPMorgan Chase & Co - Analyst

Thanks for coming again this year. Really appreciate it.

So it's an exciting time to cover the consumer. It's an exciting time to cover Wayfair. I want to talk about your share gains and what's driven your share gains. You've been outperforming the market by high single-digit percentage.

Questions & Answers

Christopher Horvers

JPMorgan Chase & Co - Analyst

We all operate in spreadsheets and want to like rank order things and loyalty and Castlegate.

How would you think about this acceleration of share gains? What

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