Professional
Added to YB: 2026-03-12
Pitch date: 2026-02-28
W [neutral]
Wayfair Inc.
+3.23%
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 provides 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
$10.6B
Pitch Price
$73.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.88
P/E
-33.16
EV/Sales
1.07
Sector
Specialty Retail
Category
growth
Optimist Fund Portfolio Holding: Wayfair Inc.
W (holding update): Q3 rev +9% YoY (accelerated from Q2's +6%), adj EBITDA +70% YoY. Strongest quarters in years as home furnishings market recovers. Future profit growth substantial & underappreciated by market. Remains top 5 holding.
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