Professional
Added to YB: 2025-02-24
Pitch date: 2025-01-21
W [bullish]
Wayfair Inc.
+61.27%
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
$11.1B
Pitch Price
$49.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.92
P/E
-33.25
EV/Sales
1.12
Sector
Specialty Retail
Category
growth
Optimist Fund Portfolio Holding: Wayfair Inc.
W: Wayfair gaining market share & improving margins despite 10% home goods market decline in 2024. Delayed 10%+ revenue growth & FCF goals. Expect market normalization, leading to double-digit revenue growth, margin expansion & robust FCF. Maintaining confidence in long-term outlook.
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