Wayfair Inc (NYSE:W)
$ 70.72 -2.22 (-3.04%) Market Cap: 8.62 Bil Enterprise Value: 11.47 Bil PE Ratio: 0 PB Ratio: 0 GF Score: 66/100
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Wayfair Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 15, 2019 / 03:30PM GMT
Release Date Price: $144.22 (+1.71%)
Christopher Michael Horvers
JP Morgan Chase & Co, Research Division - Senior Analyst

Good morning. Thank you for coming. My name is Chris Horvers. I cover retail at JP Morgan, including the home furnishings space, amongst many others. And very pleased to have Wayfair management with me today. To my left is Steve Conine, Co-Chairman and Co-Founder; and to his left is Michael Fleisher, Chief Financial Officer.

So I would expect this would be a very interactive event. I will start out with some bigger picture questions. To the extent that you do have a question, just raise your hand and we can be interactive. And please be polite and cordial with your fellow participants.

Questions & Answers

Christopher Michael Horvers;Steven K.
JP Morgan Chase & Co, Research Division - Senior Analyst

So starting at a very high level. Can you talk about the domestic TAM, how you think about your potential share of the domestic TAM over time? And how do you think about, long term, the breakdown is about online versus off-line growth?

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