I think your connection of Wayfair to Shopify is a good one, but I think there may be an even better one and that’s Carvana. If you consider the Wayfair story - who would buy a couch online without sitting on it, measuring it, and perhaps taking a picture of it to ‘view’ it in their home? But people do now!
Now extrapolate that to the car buying experience and the ONE thing customers do when buying a used car, the test drive. If all other elements can be replicated online, then Carvana can win in the new world. The stock was obliterated because of their heavy debt load, but they had a secondary offering and the stock has been off to the races ever since. They report tomorrow as well,
P