Carol Masser

You did say the sector has been under pressure, and Carol mentioned some of the peers.

But what about the Wayfair consumer when they're buying something on the platform right now?

Are they buying it because they need to replace something in their home?

Are they buying it because they have extra money to upgrade something?

What's the profile of the consumer?

In other words, how is the consumer doing?

We're speaking with Kate Gulliver, CFO of Wayfair, joining us from Boston.

Kate, let's go from sort of like the old school store retail model to then what you're doing with AI and layering in AI.

Oh, they are.

But how do you layer in personalization with AI?

And I'm curious how you do that in a way that actually makes you more competitive in this area.

I'm Carol Masser.

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