Professional
Added to YB: 2025-09-19
Pitch date: 2025-07-18
W [neutral]
Wayfair Inc.
+69.91%
current return
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
Company Info
Wayfair Inc. engages in the e-commerce business in the United States and internationally. It offers online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.
Market Cap
$13.3B
Pitch Price
$57.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.30
P/E
-39.77
EV/Sales
1.30
Sector
Specialty Retail
Category
turnaround
Optimist Fund Portfolio Holding: Wayfair Inc.
W (holding update): Revenue growth finally inflecting after 2+ years of declines, with mgmt citing strong demand trends at recent conferences. Results better than feared. Potential beneficiary from de minimis loophole closure hurting Chinese e-commerce rivals like Temu/Shein.
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