Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-23
W [bullish]
Wayfair Inc.
+101.43%
current return
Author Info
White Brook is a small/mid-cap investment manager that maintains a concentrated portfolio of 8-15 positions in companies valued between $1-18 billion, focusing on undervalued stocks with improving business fundamentals and holding them long-term. The firm follows an ethical investment approach, avoiding sectors like defense and companies with poor environmental or customer relations records. Sign up for the newsletter.
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
$48.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.30
P/E
-39.77
EV/Sales
1.30
Sector
Specialty Retail
Category
turnaround
WBC Partners Position Overview - Wayfair Inc.
W: Marketplace for furniture, no inventory risk. Sensitive to home sales, which were low in 2024. Growing market share despite depressed environment. Improving margins, generating FCF. Investing in loyalty programs & ad business. Well-positioned for industry upswing.
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