Wayfair : Investor Day 2023 Presentation

Wayfair Investor Day 2023

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This presentation contains forward-looking statements within the meaning of federal and state securities laws. All statements other than statements of historical fact contained in this presentation-including statements regarding our future results of operations and financial position, including our profitability goals, business strategy and plans, including our goals to drive efficiency in our supply chain, and objectives of management for future operations-areforward-looking statements. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these terms or other similar expressions.

Forward-looking statements are based on current expectations of future events. We cannot guarantee that any forward-looking statement will be accurate, although we believe that we have been reasonable in our expectations and assumptions. Investors should realize that if underlying assumptions prove inaccurate or that known or unknown risks or uncertainties materialize, actual results could vary materially from the Company's expectations and projections. Investors are therefore cautioned not to place undue reliance on any forward-looking statements. These forward-looking statements speak only as of August 10, 2023 and, except as required by applicable law, we undertake no obligation to publicly update or revise any forward-looking statements contained herein, whether as a result of any new information, future events, or otherwise.

A list and description of risks, uncertainties and other factors that could cause or contribute to differences in our results can be found under Part I, Item 1A, Risk Factors, in our Annual Report on Form 10-K for the fiscal year ended December 31, 2022 and the Company's subsequent filings with the Securities and Exchange Commission. We qualify all of our forward-looking statements by these cautionary statements.

Market data, including growth rates and online penetration, used in this presentation are based on management's knowledge of the industry and their good-faith estimates. Management has relied, to the extent available, upon their review of industry surveys and publications and other publicly available information prepared by a number of third-party sources. The market data, including indicative market growth and online penetration, provided in this presentation involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such information. Although we believe that these sources are reliable as of their respective dates, we have not verified the accuracy or completeness of this information from independent sources. In addition, this information involves important risks, uncertainties, and other factors, including those discussed above, which could cause results to differ materially.

For purposes of this presentation, the use of the word "revenue" will mean "gross revenue" unless otherwise specified. Gross Revenue represents orders placed in a given period, prior to product allowances.

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Agenda

1:00 Welcome and Kickoff

1:15 Core Business Deep Dives

2:45 Break

3:00 Supplier Fireside Chat

3:30 Growth Drivers Deep Dive

4:10 Financials Deep Dive

4:30 Q&A

5:00 Reception

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Welcome

& Kickoff

Niraj Shah, CEO, Co-Founder,Co-Chairman

Steve Conine, Co-Founder,Co-Chairman

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Shopping for the home is different

Home shopping is browse-based, not search-based

Customers value individuality and have an emotional connection to their homes

The Home category is largely unbranded and very fragmented

Bulky and damage-prone products require tailored delivery and customer service

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