Wayfair: CastleGate and Last Mile Delivery
We discuss our recent research on Wayfair CastleGate and its logistics offering to suppliers. We explore:
How furniture dropshipping compares to Wayfair CastleGate logistics
Potential advantages of Wayfair CastleGate vs dropshipping
Challenges driving CastleGate penetration
How we're exploring Wayfair logistics unit economics vs competitors
More on our upcoming furniture supplier survey
IP Fieldwork
IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.
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