Anna Bergstrom

Anna Bergstrom combines interior design training with business analysis, having studied Design at Rhode Island School of Design before pursuing her MBA from Boston University to analyze furniture and home décor companies. Her design background gives her authentic understanding of consumer preferences, design trends, and what separates compelling furniture retailers from commodity players. Anna spent years at Wayfair in merchandising and category management, learning e-commerce dynamics in this challenging category—furniture's shipping costs, high return rates, and customer service intensity. She understands why furniture retail has proven so difficult online despite e-commerce's dominance in other categories. After joining equity research, Anna brought unique perspective to analyzing traditional furniture retailers like Williams-Sonoma and RH alongside e-commerce challengers. She excels at evaluating merchandising strategies, design positioning, supply chain efficiency, and whether retailers can balance style with profitability. Anna was realistic about Wayfair's path to profitability while recognizing established retailers' advantages in customer trust and returns management. Her coverage spans furniture retailers, home décor specialists, and the overseas manufacturers supplying the industry. Based in Boston, Anna maintains connections to both the design community and furniture retail while analyzing this aesthetically-driven but operationally challenging sector.