1 deck published between 2018-08-28 and 2018-08-28 — 4 pages, 4 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Wayfair's unit economics are deteriorating — loss per new customer nearly doubled to $19 — while the stock defies gravity; Citron is re-shorting with a first stop at $100.