1. E-commerce/marketplace/DTC peeps, strongly recommend watching the Wish IPO roadshow. It's live on http://www.retailroadshow.com . If you don't have time, here's some highlights. Time for a thread!

2. Their positioning:
* Value-conscious consumer (bifurcation shoutout @klobaugh / @retailgeek / @StevenPDennis)
* Discovery ecommerce of unbranded products
* Data advantage for personalized shopping experience
* Global
* Mobile first (top shopping app)

3. CX
o value-conscious consumer (again)->Save up to 85% off
o 100-100s reviews to show high-quality
o Accessibility/affordability gets you in

Keeps you coming back->
1. mobile first
2. personalized
3. fun and entertaining (split deal wheel)

4. CX (cont)
Stats->
o 70% not from search query
o 60% come without
o 41% want to be inspired

Personalization example: hot tub for dogs (you have to see it - they make it work)

5. Merchant experience/benefits

500k+ merchants today
o Global! (100 countries)
o Mobile first
o Data science (dashboards/reports)
o Logistics help (FBW)
o Lots of ad elements available (Product Boost)

Lots of msging about not being China-only ex: 4/10 sellers out of US

6. Wish Local - local stores for shopping, but they also want to make them all mini BOPIS centers.

7. Financials - lots here, but of particular interest was focus on cohorts - shoutout to @d_mccar here as I think he's single handedly changed all IPOs forever to add cohorts.

8. Wrap: First, congrats to @sfpiotr on building a great biz. Regardless of where you come down on Wish as a biz, it's a great presentation that really highlights how they are different from Amazon, eBay and other e-commerce experiences. I'll be watching closely on IPO day!