Cramer's Stop Trading: Wayfair

Consumer Behavior & Market Trends - The report is looking for signs of consumers trading down and spending less [1] - Wayfair is seen as offering a bargain, and the speaker has had positive experiences with it [1] - Concerns exist about the origin of Wayfair's products, particularly those made in China [2] - Colgate is adapting its packaging to offer better value to consumers who are struggling financially [2] - Colgate's stock has been negatively impacted, potentially due to its focus on premium products [2] Company Performance & Strategy - Wayfair's numbers are considered good [1] - Wayfair's gross margins were very good [2] - Colgate is focusing on the need to change packaging to offer better bargains [2]