Wayfair
W

$42.61

0.26%

Market Cap: $5.26B

About: Wayfair engages in e-commerce in the United States (87% of 2023 sales), Canada, the United Kingdom, Germany, and Ireland. It's recently embarked on expansion into the brick-and-mortar landscape, with a handful of stores between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2023, the firm offered more than 30 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, and other home goods. Wayfair was founded in 2002 and began trading publicly in 2014.

Employees: 14,400

Consumer Discretionary Catalog & Mail-Order Houses

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 15 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

60% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 85

55% more funds holding in top 10

Funds holding in top 10: 11 [Q1] → 17 (+6) [Q2]

19% more call options, than puts

Call options by funds: $903M | Put options by funds: $761M

0.58% more ownership

Funds ownership: 118.08% [Q1] → 118.66% (+0.58%) [Q2]

8% less funds holding

Funds holding: 356 [Q1] → 329 (-27) [Q2]

21% less capital invested

Capital invested by funds: $7.58B [Q1] → $6.02B (-$1.56B) [Q2]

36% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 76

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Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$50

17%

upside

Avg. target

$61

43%

upside

High target

$70

64%

upside

15 analyst ratings

9 positive

60%

6 neutral

40%

0 negative

0%

Barclays Adrienne Yih 45% 1-year accuracy 24 / 53 met price target	20%upside $51	Equal-Weight Maintained	5 Aug 2024
JP Morgan Christopher Horvers 60% 1-year accuracy 18 / 30 met price target	48%upside $63	Overweight Maintained	2 Aug 2024
RBC Capital Steven Shemesh 61% 1-year accuracy 27 / 44 met price target	24%upside $53	Sector Perform Maintained	2 Aug 2024
Guggenheim Steven Forbes 53% 1-year accuracy 8 / 15 met price target	64%upside $70	Buy Maintained	2 Aug 2024
Deutsche Bank Lee Horowitz 56% 1-year accuracy 5 / 9 met price target	64%upside $70	Buy Maintained	2 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about W published over the past 30 days

24/7 Wall Street

Confirmed: Dump These 3 Stocks Now

Earnings season saw many companies surpass expectations, but some suffered significant drops this past reporting season.

Confirmed: Dump These 3 Stocks Now

Wayfair Stock: Trading Below Pre-Pandemic Levels, Time To Buy

I'm upgrading Wayfair to a buy, after the stock slid to multi-year lows even below pre-pandemic levels after reporting Q2 results. The company's top-line sales slowed down after its Way Day performance, but it has new marketing and pricing strategies to drive growth going forward. Meanwhile, profitability is rising as the company hit a three-year quarterly record for adjusted EBITDA in Q2. This gives the company room to invest in more promotional activities going forward.

Wayfair Stock: Trading Below Pre-Pandemic Levels, Time To Buy

Perigold To Open Brick-and-Mortar Storefronts, With First Confirmed Location in West Palm Beach's CityPlace

BOSTON--(BUSINESS WIRE)--Perigold, the luxury retailer serving as the destination for the world's best home brands, is excited to announce plans for retail stores with its first-ever confirmed storefront in CityPlace, West Palm Beach's most visited destination with curated open-air shopping, dining, art and events in the heart of downtown. This new venture marks a significant milestone in the brand's ambitious expansion plan to build a brick and mortar presence in key markets, and create a real.

Perigold To Open Brick-and-Mortar Storefronts, With First Confirmed Location in West Palm Beach's CityPlace

The Motley Fool

Why Wayfair Stock Was Plummeting This Week

The bear parade continued, with several more analysts cutting their price targets on the shares. This followed last week's disappointing second-quarter earnings report.

Why Wayfair Stock Was Plummeting This Week

Wayfair: Long-Term Growth And Margin Expansion Narrative Remains Intact

Wayfair remains a buy due to its positive long-term growth outlook and strong competitive advantage. 2Q24 results showed revenue decline and missed EBITDA estimates, but W continues to gain market share. Near-term EBITDA margin expansion may be muted, but long-term growth and margin expansion drivers remain intact.

Wayfair: Long-Term Growth And Margin Expansion Narrative Remains Intact

3 Stocks to Dump After Disastrous Q2 Earnings Results

Earnings season for this year's second quarter rolls on. And while the results have been largely better than expected, some prints have been real doozies.

3 Stocks to Dump After Disastrous Q2 Earnings Results

Zacks Investment Research

Wayfair (W) Q2 Earnings Miss Estimates, Revenues Down Y/Y

Wayfair's (W) second-quarter 2024 results reflect sluggishness across the United States region and lower net revenues per active customer.

Wayfair (W) Q2 Earnings Miss Estimates, Revenues Down Y/Y

Wayfair Faces Short-Term Challenges But Holds Long-Term Potential: Analysts Say

Wayfair Inc. W shares are trading lower on Friday.

Wayfair Faces Short-Term Challenges But Holds Long-Term Potential: Analysts Say

Wayfair Analyst Urges Investors To 'Buy The Dip' As Macroeconomic Factors Affect Stock Performance

Amid the turbulence in the consumer and retail sector, Wayfair Inc. W has been making headlines for its recent dip in stock performance.

Wayfair Analyst Urges Investors To 'Buy The Dip' As Macroeconomic Factors Affect Stock Performance

Wayfair CEO Says Furniture Business Similar Now to Great Financial Crisis

People aren't buying furniture to a degree that hasn't been felt since the Great Recession of 2008, according to Wayfair's (W) CEO.

Wayfair CEO Says Furniture Business Similar Now to Great Financial Crisis

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