Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Shwetar Kajuria is recorded as Analyst at Wolfe Research. Shwetar Kajuria has spoken on 20 earnings calls across 13 companies, most recently for StubHub Holdings, Inc. on August 12, 2026. Those appearances were for Etsy Inc (ETSY), StubHub Holdings, Inc. (STUB), Maplebear Inc. (CART), DoorDash, Inc. (DASH), Match Group, Inc. (MTCH) and 8 other companies. The companies whose calls Shwetar Kajuria spoke on are classified in the Consumer Cyclical, Communication Services and Technology sectors.
“One is when you think about the demand trends in the U.S. versus international? Could you characterize what you're seeing and how is the demand in the U.S. versus perhaps discretionary spend demand in international markets?”
“Could you please, just to follow up on something that you were talking about earlier, Lani, which is on marketing spend.”
“And then what metrics do you look at to be able to make that decision to scale Dash Mart fulfillment services?”
“I have one, a little bit of a follow-up. So fair penetration improved year over year and fair growth is down year over year. So I guess, could you please talk to that gap and how you see that gap narrowing to turn that around into positive growth.”
Wolfe Research
Analyst
Transcript header (unverified)
ETSY
Internet Retail · Consumer Cyclical
Internet Content & Information · Communication Services
CART
Internet Retail · Consumer Cyclical
DASH
Internet Retail · Consumer Cyclical
MTCH
Internet Content & Information · Communication Services
BMBL
Internet Content & Information · Communication Services
SNAP
Internet Content & Information · Communication Services
DUOL
Software - Application · Technology
PINS
Internet Content & Information · Communication Services
AMZN
Internet Retail · Consumer Cyclical
EBAY
Internet Retail · Consumer Cyclical
SHOP
Software - Application · Technology
