Open Report: Bespoke – W Thesis Analysis
Key Takeaways
- Valuable Ad Space – Customers Over-Index To Using Sponsored Products/Ads.
- Online Furniture Purchasing is a Tailwind that is Still in Early Innings
- Wayfair Brand Awareness and Customer Acquisition Has Legged Higher Consistently
- “Shop With Photo” and “View in Room” Are Value Adds Among Slice of Customers Using Them
- Amazon Cross-Shopping a Threat, But Visualization and Selection Offers Wayfair Protection
- Wayfair is Seen as a Better Experience Than Alternative Online Platforms, Loyalty Increasing
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