Wayfair
About: Wayfair engages in e-commerce in the United States (87% of 2023 sales), Canada, the United Kingdom, Germany, and Ireland. It's also 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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 55
4% more funds holding
Funds holding: 329 [Q2] → 343 (+14) [Q3]
4% more capital invested
Capital invested by funds: $6.18B [Q2] → $6.43B (+$244M) [Q3]
3% more call options, than puts
Call options by funds: $862M | Put options by funds: $834M
5% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 111
4.83% less ownership
Funds ownership: 121.83% [Q2] → 117.0% (-4.83%) [Q3]
24% less funds holding in top 10
Funds holding in top 10: 17 [Q2] → 13 (-4) [Q3]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Loop Capital Laura Champine 60% 1-year accuracy 15 / 25 met price target | 15%upside $55 | Hold Maintained | 16 Dec 2024 |
Financial journalist opinion
Based on 6 articles about W published over the past 30 days
