CG: Is Wayfair “Amazon-proof”?

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6 • 854 Ratings

🗓️ 7 August 2018

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s no secret that Amazon has made life difficult for many consumer and retail companies, but not every business has buckled under its competitive pressure. One such survivor is Wayfair, an online home goods retailer that has more than doubled its revenue in the past two years to almost $6 billion. Join us as we discuss the secret sauce for this e-commerce underdog. Stocks: W, AMZN

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Transcript

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0:00.0	Thanks to Handy for supporting the Motley Fool.
0:02.0	Handy is a cleaning service that provides an easy and convenient way to book home cleaning on a schedule that works for you.
0:07.0	To get your first three hour cleaning for $39 when you sign up for a plan,
0:10.0	visit Handy.com slash Fool and use promo code Fool during checkout.
0:14.0	Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day.
0:20.0	I'm your host Vincent Chen. It's Tuesday August 7th
0:22.6	joining me via Skype for this discussion as Senior Motley Fool
0:25.6	Contributor Osset Sharma. Hey Osset, welcome back.
0:28.0	Hey Vince, hello listeners hope everyone's week is
0:31.6	swimming lane, is swimming lane proceeding.
0:34.0	Proceeding swimmingly.
0:35.0	She said.
0:36.7	Good to have you here.
0:38.1	Tell me if you've heard this before,
0:39.2	because a common question that we get at the fool,
0:41.9	something that comes up a lot in our discussions
0:43.7	of various stocks and companies especially in the consumer retail sector is how
0:47.0	can companies effectively compete against Amazon? Does this sound familiar?
0:50.6	I actually don't think I've ever heard that question in this context.
0:57.0	Yeah man, all the time, which is why I'm so excited to talk about this company that you have
1:01.9	owned for first today.
1:03.0	Exactly. So this kind of discussion, in turn, tends to lead to debates over what companies can be considered
	...

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