Professional
Added to YB: 2026-05-21
Pitch date: 2026-04-24
W [bullish]
Wayfair Inc.
-17.75%
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
$7.8B
Pitch Price
$78.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.45
P/E
-25.06
EV/Sales
0.82
Sector
Specialty Retail
Category
growth
Optimist Fund Added On Portfolio Holding: Wayfair Inc.
W (added to position): Q4 rev +8% YoY ex-Germany, adj EBITDA margin at multi-year highs. CEO Shah guides to accelerate growth thru 2026, exiting double-digit; long-term believes 20%+ organic growth possible vs muted market expectations. Share price weak despite fundamental progress; added on disconnect.
Read full article (1 min)