Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-28
W [neutral]
Wayfair Inc.
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
$13.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.61
P/E
-41.16
EV/Sales
1.26
Sector
Specialty Retail
Category
growth
Optimist Fund Portfolio Holding: Wayfair Inc.
W (holding update): Strong quarter—high-single-digit rev growth + material EBITDA expansion. Visited new Columbus store; increasingly convinced physical retail is a material future growth driver. New locations announced; Atlanta (2nd store) tracking ahead of first, which already beat expectations. Excited for growth inflection ahead.
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