Wayfair Inc. (W) J.P. Morgan 54th Annual World Know-how, Media and Communications Convention Might 18, 2026 10:25 AM EDT
Firm Members
Kate Gulliver – CFO & Chief Administrative Officer
Convention Name Members
Christopher Horvers – JPMorgan Chase & Co, Analysis Division
Presentation
Christopher Horvers
JPMorgan Chase & Co, Analysis Division
Thanks. Good morning, everyone. My identify is Christopher Horvers. I am the broadlines and hardlines retail analyst at JPMorgan. And it is my nice pleasure to introduce Kate Gulliver, Wayfair’s Chief Monetary Officer.
Kate Gulliver
CFO & Chief Administrative Officer
Good morning. Glad to be right here.
Christopher Horvers
JPMorgan Chase & Co, Analysis Division
Thanks for coming once more this 12 months.
Kate Gulliver
CFO & Chief Administrative Officer
Sure.
Query-and-Reply Session
Christopher Horvers
JPMorgan Chase & Co, Analysis Division
Actually admire it. So it is an thrilling time to cowl the patron. It is an thrilling time to cowl Wayfair. I wish to speak about your share positive aspects and what’s pushed your share positive aspects. You’ve got been outperforming the market by excessive single-digit proportion. All of us function in spreadsheets and wish to, like, rank order issues and loyalty and CastleGate. Like how would you concentrate on this acceleration of share positive aspects? What have been the largest drivers of that?
Kate Gulliver
CFO & Chief Administrative Officer
Sure. So if you concentrate on type of when the share acquire — properly, type of stepping again, Clearly, for the overwhelming majority of our historical past, we have been a fairly vital share gainer. That’s what has fueled our outsized development. Clearly, that fell again a bit type of ’21, ’22, early ’23, returned to a share acquire in type of the again half of ’23. We have been in a position to begin — I do know it’s a very — we’re very unfold out right here. We have been in a position to begin accelerating these share positive aspects type of in the direction of the tip of ’24 and all through ’25.
