Part 4/5:
Both Chris Hill and Matt Argersinger acknowledged the surprising strength of Williams-Sonoma's ecommerce sales, particularly noting it as a transformative aspect of the company's business model. Gross admitted to initially hesitating in investing in the stock as he did not fully believe in the potential of their ecommerce strategy. However, he now sees the current stock prices, trading at around 7 times EBITDA, as a possible opportunity for those willing to capitalize on the company's growth trajectory.