Competitive AdvantagesWayfair's competitive advantages like CastleGate, catalog breadth, curation capabilities, technology stack, and data are seen as differentiators not easily replicable.
Cost Management & ProfitabilityManagement has engineered a sharp turn within the core business, eliminating nearly $2B in annualized costs and approaching mid-single digit EBITDA margin profitability.
Growth & ValuationThe valuation is attractive with a 14x EV/EBITDA multiple applied to future estimates, supported by a long runway for online adoption and strengthening underlying fundamentals.