Wayfair Inc. (W) Presents at UBS Global Consumer and Retail Conference Transcript

SA Transcripts158.94K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Wayfair Inc. (W) UBS Global Consumer and Retail Conference March 12, 2026 10:00 AM EDT Company Participants Niraj Shah - Co-Founder, Co-Chairman & CEOKate Gulliver - CFO & Chief Administrative Officer Conference Call Participants Michael Lasser - UBS Investment Bank, Research Division Presentation Michael LasserUBS Investment Bank, Research Division Good morning, everybody. At the risk of alienating all of the other attendees at this event, this is the session that I've been most personally excited for. So I -- please don't tell anybody, all right. We'll keep that between us. We are super excited and fortunate to have the team from Wayfair with us, including Niraj Shah, the Founder and Chief Executive -- Co-Founder and Chief Executive Officer; Kate Gulliver, the Chief Financial Officer, who we also consider to be a superhero; and Ryan Barney, who runs the Investor Relations. We're so excited because Niraj, his story is incredible. And if you have not had the chance or opportunity to do a little digging into it, there are so many ways to better understand Wayfair. I would highly recommend how I built this with Guy Raz because it goes into the history of how Niraj and his college roommate, Steve Conine, founded this business. They were at the forefront of understanding that commerce was changing and that the consumer was going to find new ways to procure products. And it is so exciting to have him here today to help us understand what could be the next succession in how commerce and consumption are changing. So I hope that was not over the top and somewhat appropriate. Niraj ShahCo-Founder, Co-Chairman & CEO Michael, thanks for having us here. We're excited to be here. And I thought with that of preamble, I thought maybe we'll go 45 minutes I won't even have