Kate Gulliver

CFO, Wayfair
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
W short +12.8%
Worst Calls
No live losers yet
Most Mentioned
W ×1
Recent Calls
W short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +12.8% Long Return - Short Return +12.8%
Average Return
7d +0.8%
30d +3.8%
90d +18.7%
Result
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Thesis
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Source
W Wayfair Inc. Wayfair Inc.
Short
Feb 19
$79.57
+12.8%
Wayfair (W) stock is down ~16% after active customers missed expectations. The CFO noted the furniture/big-ticket category is down and buyers remain "unmotivated." High interest rates and a frozen housing market continue to crush demand for large home goods. The "active customer" metric is a lagging indicator, suggesting the pain is not yet over. SHORT. The consumer is avoiding expensive, interest-rate-sensitive purchases. Interest rates are cut aggressively, spurring housing turnover and furniture buying.
Wayfair (W) stock is down ~16% after active customers missed expectations. The CFO noted the furniture/big-ticket category is down and buyers remain "unmotivated." High interest rates and a frozen housing market continue to crush demand for large home goods. The "active customer" metric is a lagging indicator, suggesting the pain is not yet over. SHORT. The consumer is avoiding expensive, interest-rate-sensitive purchases. Interest rates are cut aggressively, spurring housing turnover and furniture buying.
Consumer
YOUTUBE
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