Citron's Andrew Left Calls Wayfair the 'Anti-Amazon'

The video discusses the rationale for shorting Wayfair, comparing its performance to Amazon. It highlights Wayfair's challenges in scalability and profitability, despite its stock price increase. The speaker argues that Wayfair is the 'anti-Amazon' due to its inability to scale effectively. The video also explores market dynamics and potential future trends, emphasizing the importance of understanding unit economics and market corrections.

What challenges does Wayfair face in achieving profitability according to the speaker?

What does the speaker believe could be a catalyst for change in Wayfair's stock performance?

What are the implications of Wayfair's stock price increasing while its earnings are decreasing?