Theta Perspective
Resources, Research, News, Views, and Case Studies from the Theta Team
Wayfair 2022 CBCV: is the equity worth nothing?
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Warby Parker Customer-Based Corporate Valuation Simulator (Q1 2022)
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Warby Parker: While the Stock Pendulum Swings, the Unit Economics Hold Steady
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Warby Parker Customer-Based Corporate Valuation Simulator (Q3 2021)
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Warby Parker – strong fundamentals, but tough to justify a high valuation
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Warby Parker – healthy unit economics despite relatively low purchase frequency
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Wayfair: Then and Now
It’s been four years now since Theta’s last analysis of Wayfair. Learn how the latest Wayfair Customer Based Corporate Valuation (CBCV) compares and get a good look at how the models and calculations behind the analysis work.