Professional
Added to YB: 2024-07-31
Pitch date: 2024-07-16
W [bullish]
Wayfair Inc.
+75.49%
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
$55.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.30
P/E
-39.77
EV/Sales
1.30
Sector
Specialty Retail
Category
growth
Optimist Fund Portfolio Holding: Wayfair Inc.
W: Q1 earnings solid amid tough home goods market. Rev flat, margins up YoY. Q2 guide: accelerating rev growth, more margin expansion. Thesis: home goods market stabilization + share gains = big FCF boost. Awaiting inflection point.
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