YipitData @yipitdata Twitter profile

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YipitData

@yipitdata

2 years

Our data shows that 2Q22 cumulative $TSLA U.S. orders are trending below that of the prior quarter through June 25th, dragged largely by Model 3 and Y on an absolute basis.

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YipitData

@yipitdata

2 years

YipitData just launched coverage of $UPST. Our data demonstrates loan volume peaked between Nov-21 and Mar-22 and began to normalize in 2Q22. The recent two months, Jun-22 and Jul-22, saw volume falling off a cliff.

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YipitData

@yipitdata

3 years

YipitData just launched coverage of @gopuff ! Our analysis shows Gopuff leading the U.S. 1P convenience market, with share levels fluctuating between ~70-85% in the last 2 years. Register for our webcast next Tuesday, Feb. 8 for more Gopuff insights:

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YipitData

@yipitdata

3 years

We’re excited to announce today that we’ve raised up to $475 million in Series E funding from @OneCarlyle . Surpassing unicorn status and ushering in a new era of market research. Read more details on our website here:

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YipitData

@yipitdata

2 years

The pace of $AMZN's 3-yr E-commerce retail wallet share gains improved in early March, though still slower than the Dec-Jan winter period.

Yaron Naymark

@1MainCapital

2 years

Has anyone seen good YTD e-com market share data for $AMZN? Have they been holding share? Taking share? Losing share? Tyvm

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YipitData

@yipitdata

1 year

$AMZN turned heads today. Our estimate of AWS growth correctly called the beat and was more accurate than consensus for the 3rd consecutive quarter. Our B2B invoice level spend data helps answer what may drive that with granularities across product, region, and industry levels.

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YipitData

@yipitdata

2 years

Our $NFLX data suggests U.S. churn spiked in late April into May. Churn is now back to levels observed through much of 1Q. Was this a reaction to the upcoming password sharing crackdown and other negativity in the media?

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YipitData

@yipitdata

3 years

Open to talking? @JustEatTakeaway @jitsegroen @deliveryherocom @niklasoestberg @Deliveroo @WillShuRoo

Horizon

@_HorizonCapital

3 years

Dear $DHER, $TKWY, $DASH, $ROO et al: can you all please get a @yipitdata subscription and start using uniform market share data based on actual orders?

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YipitData

@yipitdata

2 years

YipitData shows smaller Shopee Regular merchants continue to suffer more than larger sellers (Shopee Mall and Shopee Verified merchants) with declining GMV on a Y/Y basis in 1H22. $SE

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YipitData

@yipitdata

2 years

YipitData shows US $TSLA orders fell sharply in the first week of the year, following the end of December discounts.

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YipitData

@yipitdata

2 years

Our preliminary data suggests that $CVNA 2Q22 unit sales increased +9% Y/Y, below Visible Alpha consensus of +14% Y/Y. Our revenue growth estimate of +18% Y/Y is also below VA consensus estimate of 24%, while our ASP estimate (+8% Y/Y) is in line with VA consensus (+8% Y/Y).

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YipitData

@yipitdata

2 years

YipitData suggests that, while $TSLA's Oct 2022 U.S. deliveries remained strong, 4Q22 QTD orders are trending significantly below prior quarters.

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YipitData

@yipitdata

2 years

What are we observing in the home goods space? 🧵 $AMZN is the largest online purveyor of home goods, with over $4B in monthly GMV in March 2022.

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YipitData

@yipitdata

1 year

Temu keeps scaling and our clients are taking note. Rough wallet share analysis shows discount retailers such as $DG, reporting this morning, are starting to feel the wallet share gains by Temu.

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YipitData

@yipitdata

2 years

$UBER and $LYFT collectively drew at least 20% fewer riders and posted 35% fewer trips in the first quarter than three years earlier, according to YipitData.

The Wall Street Journal

@WSJ

2 years

Uber and Lyft are cutting costs, bringing back cheaper rides and looking for new ways to woo drivers

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YipitData

@yipitdata

2 years

YipitData shows the total numbers of orders at $DASH, $UBER, $GRUB & $WTRH grew 11% in the 3 months through June compared with the same period last year, marking the slowest quarterly expansion in the 2 years since the pandemic struck. More from @WSJ :

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YipitData

@yipitdata

2 years

Our $CVNA data suggests a spike in the number of vehicles that disappeared from CVNA’s site before completing the reconditioning process. This could be an indicator that they are redirecting more “On Demand” vehicles into the wholesale channel.

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YipitData

@yipitdata

2 years

@JJohnsonNow @LaMonicaBuzz @JJohnsonNow , congrats on the growth! We recorded $OSTK GMV increasing 55% between Q1 2022 and Q1 2020 in the online home goods market! Check out the full analysis on our blog:

Home Goods Demand: Will It Sustain? — YipitData

The Coronavirus pandemic led to a sharp increase in demand for home goods via online retailers - demand that has continued to exist across major home goods retailers. Between Q1 2020 and Q1 2022,...

www.yipitdata.com

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YipitData

@yipitdata

2 years

Our $KMX retail units estimate was within 1% of reported and more accurate than street consensus (delta of 10%).

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YipitData

@yipitdata

2 years

Who's dominating the mattress market? Casper and Purple are losing market share gained during the beginning of COVID, while $AMZN is witnessing the greatest gains - cementing their growth in the home goods space.

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YipitData

@yipitdata

2 years

Our data shows Shein has the highest exposure to low income consumers by a significant margin; $LULU, $SFIX, $RVLV and $FTCH all see roughly half their sales from higher income (>$100k) households.

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YipitData

@yipitdata

2 years

YipitData shows that NYC grocery apps are seeing their growth slow or in some cases reverse. @FT @tim

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YipitData

@yipitdata

2 years

Are consumers gravitating towards $NFLX's new ad-supported service? YipitData suggests ad-based gross adds have gained traction throughout the quarter, comprising roughly 15% of total subscriber gross adds. @alliecanal8193 @YahooFinance :

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YipitData

@yipitdata

2 years

Despite significant promotional activity from competitors, like Disney+ Day, and a robust competitive content slate, with House of Dragon rolling out in August, $NFLX's subscriber recapture rate improved in 3Q.

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YipitData

@yipitdata

2 years

"YipitData shows the rower’s preorders contributed about 30% of $PTON's gross connected fitness product orders in Sept, noting its initial contribution as a % of total orders has been more substantial than its latest treadmill launch was last year."

Peloton Rows for Broke

The stakes have never been higher for Peloton CEO Barry McCarthy.

www.wsj.com

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YipitData

@yipitdata

2 years

Last month, $PTON reduced hardware prices for the Core Bike, Bike+ and Tread. Our data shows that Connected Fitness Product Orders have been relatively stable after price cuts were implemented.

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YipitData

@yipitdata

1 year

Our data shows that #ChatGPT user retention improved in March, driven by an increase in returning users as a percentage of total. The site continues to add a steady stream of first-time users, as it approaches 100mm WAUs on desktop.

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YipitData

@yipitdata

2 years

YipitData shows 32% of Shein spending used buy-now pay-later in October, with the average BNPL order being 40-45% larger than non-BNPL transactions.

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YipitData

@yipitdata

2 years

The U.S. housing market's sharp downturn has been especially harsh for iBuyer platform $OPEN. "The company, which sells thousands of homes in a typical month, lost money on 42% of its transactions in August, according to research from YipitData."

Home-Flipper Opendoor Hit With Losses in Echo of Zillow Collapse

Company lost money on 42% of its August resales after it failed to anticipate slide in housing demand.

www.bloomberg.com

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YipitData

@yipitdata

2 years

YipitData just launched coverage of the U.S. fast fashion market - $ZARA, $SHEIN & $HM! We estimate roughly 30% of $SHEIN orders checked out using a buy-now pay-later service in recent months, well above the ~8% rate observed for online $HM orders.

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YipitData

@yipitdata

2 years

Will $JTKWY's partnership with $AMZN take a big bite out of competition? YipitData suggests about 3/4 of $AMZN Prime U.S. subscribers live outside of urban areas. This matters because $GRUB is known for its strength in U.S. cities (that boast better restaurant selection).

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YipitData

@yipitdata

2 years

Our data shows that $LYFT on average has been charging 10% less on a per-mile basis than $UBER. More on the ridesharing rivals from @TinaBellon @Reuters :

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YipitData

@yipitdata

3 years

2021 was an exciting year for YipitData. We expanded our coverage by 55%, our team by 162%, and surpassed unicorn status with an investment from Carlyle of up to $475M. We're ushering in a new era of market research and 2022 is going to be a big year for us. Stay tuned!

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YipitData

@yipitdata

2 years

Is $AMZN losing market share? In our panel, both the pace of $AMZN's 3-yr e-commerce retail market share gains and e-commerce penetration of the overall U.S. retail market decelerated in late June but improved in early July.

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YipitData

@yipitdata

2 years

Our $TSLA data suggests US orders remain in steep double-digit Y/Y declines through 9/25; Sep-22's MTD absolute orders index softened across all models, but most prominently for Model Y.

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YipitData

@yipitdata

2 years

@Tyler_Okland_MD Hey @Tyler_Okland_MD , we're seeing 1Q Total Homes Sold significantly above consensus and management guidance.

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YipitData

@yipitdata

2 years

What are we seeing ahead of $TSLA's reporting of global deliveries on Friday? Deliveries accelerated in May-22, driving 2Q22 QTD cumulative US deliveries back in line with that of 4Q21 and 1Q22, due to an acceleration of Model 3 and Model Y deliveries.

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YipitData

@yipitdata

2 years

Expanding onto additional 3P grocery platforms has proven to be incremental for Albertsons, as total 3P orders were up ~50% Y/Y in the first quarter after expanding onto $DASH and $UBER over the past year.

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YipitData

@yipitdata

2 years

In terms of Gross Food Sales market share, $GRUB has been struggling. Will the recent $AMZN partnership reverse those struggles?

Bloomberg

@business

2 years

Amazon agrees to take a stake in Just Eat’s Grubhub and will offer its U.S. Prime users a one-year membership to the food delivery service

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YipitData

@yipitdata

2 years

Did you know that 45% of food delivery users order exclusively from @DoorDash ? We're discussing the evolution of the food delivery customer tomorrow at 1pm ET with @carlorsbourn and @meresandland . Register here:

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YipitData

@yipitdata

2 years

According to YipitData, New York City has become the epicenter of competition in rapid delivery with @gopuff leading the sector with 39% share. Read more about the instant commerce craze from @jackiedavalos1 @business :

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YipitData

@yipitdata

2 years

In 2Q22, $DASH leads as the top third-party delivery platform, with over 60% of total third-party delivery market share. Interested in learning more about regional and brand dynamics in the space? Check out YipitData’s latest Deep Dive:

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YipitData

@yipitdata

1 year

YipitData shows the $AMZN apparel category decelerated notably throughout May and makes up $AMZN's 2nd largest category.

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YipitData

@yipitdata

2 years

"Monthly sales @ $DASH, $UBER, $GRUB & Waitr Inc. rose 17% Y/Y after more than doubling every month in mid-2020 and early 2021. The growth was led by $DASH and $UBER, while $GRUB's sales and order volume fell in recent months, according to @yipitdata ."

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YipitData

@yipitdata

2 years

Our estimates show $GRUB has just 9% market share in U.S. suburbs. While the lack of overlap between $GRUB's current subscribers and those of $AMZN Prime is promising, will it bear much financial fruit for JET? More from @DoubleLJSquared @WSJheard :

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YipitData

@yipitdata

3 years

4Q results show $DASH continues to dominate the delivery space domestically, with its loyalty program DashPass being a large part of its success. More from @DoubleLJSquared @WSJ :

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YipitData

@yipitdata

2 years

"In June, $DASH had 57% of the U.S. market share, $UBER had 32% and $GRUB had 11%, according to YipitData." More ahead of earnings from @levisu @MarketWatch :

Will Amazon and GrubHub take a bite out of Uber and DoorDash's food-delivery dominance?

Amazon.com Inc. is jumping further into the food-delivery business by teaming up with Grubhub, just as some analysts say they see the pandemic-induced spike in that market slowing. So what does that...

www.marketwatch.com

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YipitData

@yipitdata

3 years

#checkyourYipitData

Jitse Groen

@jitsegroen

3 years

@OccamsFoam @hubrishunter You better check your Yipit data. Loads for us to do but we are in very good shape in London and the UK.

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YipitData

@yipitdata

2 years

How well are U.K. food delivery platforms retaining their users? On average @UberEats and @JustEatUK outperformed @Deliveroo on order retention and user retention rates, with Deliveroo's user base composed of more new users vs. existing users. $UBER $JET.L $TKWY $ROO.L

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YipitData

@yipitdata

5 years

@modestproposal1 Our data, which aligned with BKNG’s disclosure of 20%+ share of room nights from its non-hotel segment, suggests that despite Airbnb’s scale it grew well in excess of BKNG in 2018.

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YipitData

@yipitdata

2 years

YipitData shows the cohort of first-time Pinners in 2Q22 declined by 2% Q/Q and 23% Y/Y, with an estimated ~52mm users saving or creating a Pin for the first time in 2Q22, the lowest figure since 1Q20. $PINS

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YipitData

@yipitdata

5 years

Our engineer @hltbra just published on our engineering blog about our queuing technology. Check it out!

Our queueing solution

At YipitData we have built a queueing system that works well for web scraping. When we started to develop this system back in 2014, we…

medium.com

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YipitData

@yipitdata

2 years

Recent cohorts are more likely to become repeat users vs. older cohorts. This could signal that $AFRM has acquired more robust users in recent quarters.

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YipitData

@yipitdata

2 years

Mega cap earnings for $AMZN, $MSFT and $GOOGL last week all aligned with our tracking of hyperscalers. In particular, our estimates for AWS Net Sales growth and Azure growth logged a 0% delta from reported.

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YipitData

@yipitdata

2 years

What are we observing ahead of $UBER and $DASH earnings? $UBER's national Gross Food Sales market share remained ~flat Q/Q at 31%, while $DASH increased its national GFS by 1pp Q/Q and now controls 56% of the market.

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YipitData

@yipitdata

2 years

Is the plateau in $SHOP merchants over the past year due to a saturated domestic market? Our proprietary data (not shown) suggests this may have long-term implications on upgrades to Plus - 60-70% of new Plus merchants over the prior 3 quarters come from non-Plus merchants.

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YipitData

@yipitdata

2 years

Despite office reopenings and lifted COVID restrictions, lunch customers are increasingly relying on delivery platforms to order their lunch. In Jan '22, lunch orders consisted of 17.9% of sales, a bump from the 16.2% of sales they made up in Jan '20.

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YipitData

@yipitdata

2 years

Our $ETSY data through 6/22 suggests discounts are rising, continuing an upward trend to the highest non-holiday level we’ve seen, implying that sellers are possibly keeping prices low to combat weaker consumer demand.

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YipitData

@yipitdata

2 years

In NYC's "fast grocery" market, Gopuff's share increased 3pp M/M to 53% in August while Getir's share remained ~flat M/M at 14%. Gorillas, the second largest player, lost share.

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YipitData

@yipitdata

2 years

Just launched coverage of US inflation across CPI sub categories. Homes sold above asking price remain near peak levels at nearly 60%, though early signs of price decreases have begun to appear in listings.

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YipitData

@yipitdata

2 years

"The number of orders placed on major food-delivery apps $DASH, $UBER and $GRUB grew an average of 5% year-over-year in October and November, the slowest two-month growth since the pandemic, according to market research firm YipitData."

The Wall Street Journal

@WSJ

2 years

Consumers are changing their food-delivery habits amid economic concerns and as the industry evolves from the growth it saw during the pandemic

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YipitData

@yipitdata

2 years

What are we seeing across $TSLA? Our data shows April 2022 US deliveries Y/Y growth decelerated 37pp M/M to 6%, the lowest level since August 2020.

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YipitData

@yipitdata

2 years

YipitData shows that $CVNA's average delivery distances have been stable Y/Y.

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YipitData

@yipitdata

2 years

In April, we observed overall Shopee Y/Y growth largely unchanged from the levels we observed in March and 1Q22 despite the Ramadan holiday, which lasted from April 1 through May 1. $SE

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YipitData

@yipitdata

2 years

Ahead of tomorrow's CPI reading, we just launched our US Inflation Tracker providing est. for key categories w/in the CPI basket, and analysis of real estate pricing and wage inflation trends. Our May data suggests Food at Home pricing growth accel vs. April:

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YipitData

@yipitdata

5 years

Our engineer @shieldsofdreams wrote a nice post about designing User-Driven APIs, check it out:

User-Driven APIs

Some tips for designing APIs for users

medium.com

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YipitData

@yipitdata

2 years

YipitData indicates that $SHOP MRR has decelerated M/M, as $1/month promotion weakens MRR/Merchant and net adds in August remain weak due to churn.

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YipitData

@yipitdata

2 years

We estimate U.S. global premium subscriber gross additions in Aug increased M/M, due to $SPOT initiating their 3Q global 3 month free trial & discounted promotion in mid-Aug this year.

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YipitData

@yipitdata

2 years

With $WMT taking on $AMZN Prime Day with its massive sale this weekend, what are we observing? Across $WMT's online sales, furniture sales have declined the most over the last 2 years.

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YipitData

@yipitdata

5 years

Our engineer @hillevieklow wrote about some of our challenges with Redis and our open-source disk-based Redis implementation (DRedis), check it out:

DRedis — Our disk-based Redis implementation

YipitData’s solution to Redis memory limitations

medium.com

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YipitData

@yipitdata

2 years

YipitData’s 2Q22 Home Goods Market Share Index is now live, offering a look at the market share of the top 30 U.S. home goods retailers and brands by online and offline GMV: Some key insights below 🧵

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YipitData

@yipitdata

2 years

YipitData suggests that $DASH is already well ahead of $UBER in terms of its grocery and convenience businesses in aggregate. About 40% of $DASH's more than 25M monthly users are already paying for a DashPass membership that generally includes delivery.

DoorDash’s Appeal Goes Beyond Food

DoorDash has been building up its market share in third-party delivery beyond restaurants. Post-pandemic, those opportunities could prove to be more central to its growth thesis than bearish invest...

www.wsj.com

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YipitData

@yipitdata

2 years

On May 17, $GRUB ran their "Free Lunch" promo, promising participants $15 off their orders (excl. tax, tip and fees). While only 3% of orders placed with a discount were truly free, the promise of a free lunch was enough to reel in customers.

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YipitData

@yipitdata

2 years

Our $OPEN data shows that declining markups may pressure profitability in the coming months. We're sharing more insights during our webcast - which starts in 1 hour! Hear from our analysts and register here:

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YipitData

@yipitdata

2 years

How is the health of $AMZN's Prime membership base? In the US, Prime membership continues to decrease though add rates have stabilized while churn has decreased, slowing the pace of the decline.

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YipitData

@yipitdata

1 year

For $CVNA lower days to sale leads to lower depreciation and ultimately lifts retail GPU. We've seen the days to sale improve significantly over the last few quarters. Investors looking to understand directional trends to retail GPU should look to this metric.

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YipitData

@yipitdata

2 years

"Unless $SHOP adds roughly twice as many merchants in the second half of 2022 as the first half, we estimate they could be on pace for the lowest net merchant additions in a year since at least 2018," YipitData analysts said. @Reuters @niveditabalu

Shopify merchant growth falters as weak consumer spending hits businesses

Businesses stung by rising costs and lower consumer spending are shying away from Shopify's platform, creating a roadblock in its plan to fix past missteps in overestimating e-commerce demand.

www.reuters.com

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YipitData

@yipitdata

2 years

YipitData shows tracked inflation decelerated through mid-August, however this is slightly offset by continued acceleration in Food at Home (largest tracked category by weight) and housekeeping supplies.

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YipitData

@yipitdata

2 years

YipitData is now tracking discounting trends across U.S. retailers like $WMT, $TGT, $ULTA. One key takeaway: $WMT's 3QTD 'General Merchandise' Y/Y discounting growth remains elevated, driven by an acceleration in Entertainment and sustained Apparel discounting growth.

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YipitData

@yipitdata

2 years

Could $DASH's success be due to the strength of their loyalty program? DashPass users make up about 40% of monthly active users, but nearly 60% of all sales.

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YipitData

@yipitdata

2 years

Has $DUOL improved its ability to convert users to Paid Subscribers? Key markets that saw the most improvement in Paid Subs conversion (as a % of quarterly MAUs) in 2022 were Germany, Brazil, and the UK.

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YipitData

@yipitdata

2 years

In contrast to the traditional seasonal trend of an increase in total employees during this period, our data shows observed total employees are stable to down vs the prior month (mid-November vs mid-October).

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YipitData

@yipitdata

2 years

We find higher income users have a greater share on their spend on eCommerce, as total eCommerce Penetration rises in 3Q.

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YipitData

@yipitdata

2 years

$UBER and $LYFT have both boosted their per-ride prices by more than 30% since 2019, according to market research firm YipitData. @barronsonline @firstadopter

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YipitData

@yipitdata

5 years

Last year we made 3,357 mistakes! That's right - the 2019 Yipit Momus awards are a wrap. Each time we make a mistake, we pay a dollar to our Momus account (yep, named after the Greek god of satire and harmless fun). We spend that money celebrating our mistakes with a big party.

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YipitData

@yipitdata

2 years

$AMZN significantly outpaces peers like $WMT and $TGT in online home office GMV with sales more than double all their closest competitors combined. We also observed $TGT surpass $W in online office furniture sales from 2Q20 to 3Q22. Read our deep dive:

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YipitData

@yipitdata

2 years

YipitData analysis shows $OPEN implemented price cuts on a greater share of their active listings in Apr and May relative to earlier in 2022. What does this mean for profitability? Hear from our $OPEN analysts next Wed during our webinar:

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YipitData

@yipitdata

2 years

Thanks @Inc @AliCDonaldson for featuring our CEO @vacanti !

7 Tips to Recession-Proof Your Business, From Leaders Who Have Been There

Amid increasing fears of a downturn, founders with hard-earned experience offer lessons on navigating an economic slump.

www.inc.com

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YipitData

@yipitdata

2 years

We're partnering with founder of , @thenewb , to explore the evolution of customer behavior on top grocery delivery platforms and share opinions on the industry’s future. Register for our webinar this Thurs. at 2pm ET here:

YipitData + HNGRY Webinar on June 9, 2022 @ 2pm ET

yipitdata.com

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YipitData

@yipitdata

2 years

YipitData shows food spend has been notably above pre-COVID levels since early 2021, indicative of higher average ticket sizes.

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YipitData

@yipitdata

2 years

Who's winning the #GroceryWars ? Across pickup and delivery, $WMT leads with 53% of national market share.

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YipitData

@yipitdata

2 years

COVID led to a sharp increase in demand for home goods via online retailers. Between 1Q20 and 1Q22, $AMZN saw an 84% increase in GMV in the home category - the most of any retailer.

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YipitData

@yipitdata

4 years

Miss our latest #covid19 webcast from 3/5? Check out the replay to get caught up to speed on the #coronavirus as we give the rundown on 5 industries in 15 minutes.

YipitData COVID-19 webcast from 3/5

zoom.us

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YipitData

@yipitdata

3 years

According to YipitData, the average ride-hailing fare was ~19% higher on a per-mile basis in 4Q21 versus the same period in 2019 in the US, with fares increasing as much as 34% in Seattle and 27% in Los Angeles $UBER $LYFT. Read more from @niveditabalu :

Lyft's weak rider numbers, Omicron hit outweigh first full-year profit

Lyft Inc's first full-year adjusted profit and a spike in pricey airport trips were overshadowed by a drop in ridership due to Omicron, which management on Tuesday warned would persist into the first...

www.reuters.com

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YipitData

@yipitdata

3 years

Our US Food Delivery product tracks market share on a national and regional level. In Jan, @DoorDash gained 1pp of national GFS market share, while @UberEats lost 1pp and @Grubhub remained ~flat. We'll continue monitoring $DASH's market share leadership as it evolves.

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YipitData

@yipitdata

2 years

While the promo aided an influx of orders and users on the day of, the impact did not extend far beyond May 17. In Jan, $GRUB comprised 27% of the total sales market share. By May, that figure dropped down to 24%. Read more of our analysis on our blog:

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YipitData

@yipitdata

2 years

Through 7/3, trailing 28-day indexed active users for $DASH, $GRUB and $UBER have been declining since the latest peak in the week ending 5/22, while changes in trailing 28-day order frequency and AOV have remained mixed.

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YipitData

@yipitdata

3 years

YipitData received a special shoutout from @gopuff CEO @YakirGola yesterday on @CNBCtech ! #checkyourYipitData #alternativedata

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YipitData

@yipitdata

2 years

This month's publication of YipitData's U.S. Inflation Tracker is LIVE! Our data suggests wage growth continued to decel from peak levels into June. Learn how clients benefit from our actionable insights ahead of the CPI:

YipitData's U.S. Inflation Tracker - Get Insights Ahead of the CPI

yipitdata.com

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YipitData

@yipitdata

2 years

With insights into actual delivery dates, YipitData observed that $W had continued strength in delivery times during 2Q and thru July.

Sean D. Emory

@_SeanDavid

2 years

Wayfair is a nice proxy for delivery times, ie supply chains. Here is a chart showing delivery times. Orange reflects less than 7 days. Wayfair is currently shipping at its fastest rate ever.

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