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Posts on W
Latest ideas and analyses related to Wayfair Inc. Class A Common Stock
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
Latest ideas and analyses related to Wayfair Inc. Class A Common Stock
+31 pts
$W NANTUCKET TAKES: Industry Oversupply a Tailwind Ahead; Macro Still 'Murky'
By junkfoodlover on June 23, 2022, 10:24 a.m.
Tagged topics: conference takeaways
Views: 3, Votes: 2, Responses: 0, Attachments: 1
+31 pts
Still too early to step in most ecommerce stocks despite less demanding valuations
By bbern3 on June 10, 2022, 12:25 p.m.
Tagged topics: eCommerce
Views: 87, Votes: 2, Responses: 0, Attachments: 1
+31 pts
Luxury Housing Monthly: 7-Figure Home Demand Remains Strong
By junkfoodlover on June 9, 2022, 1:13 p.m.
Tagged topics: luxury real estate
Views: 11, Votes: 2, Responses: 0, Attachments: 1
+31 pts
$W Margin Levers in Place, Although Sales Still Murky; Investor Meeting Takeaways
By labjordan on June 7, 2022, 11:13 a.m.
Tagged topics: non deal roadshow
Views: 5, Votes: 2, Responses: 0, Attachments: 1
+31 pts
Checks indicate more promos at $WSM $W $BBBY as supply chain constraints ease & consumer demand wanes
By labjordan on May 24, 2022, 12:07 p.m.
Tagged topics: analyst checks
Views: 8, Votes: 2, Responses: 0, Attachments: 1
+32 pts
$W $OSTK - analysts see e-commerce return to growth and penetration gains in 2023 unless US enters prolonged recession
By labjordan on May 24, 2022, 11:50 a.m.
Tagged topics: scenario analysis
Views: 120, Votes: 3, Responses: 0, Attachments: 1
+30 pts
Luxury Housing: 7-Figure Home Demand Remains Strong
By labjordan on May 10, 2022, 1:27 p.m.
Tagged topics: analyst checks
Views: 7, Votes: 1, Responses: 0, Attachments: 1
+34 pts
Need greater visibility to recession risk for online travel and e-commerce stocks to work
By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments
Views: 134, Votes: 3, Responses: 0, Attachments: 1
+32 pts
$W macro backdrop suggests annual profitability more likely in 2023
By rIsILAwr on May 5, 2022, 2:28 p.m.
Tagged topics: reopening fears
Views: 112, Votes: 3, Responses: 0, Attachments: 2
+32 pts
$W - difficult setup into Q1 print
By cassie on May 3, 2022, 4:57 p.m.
Tagged topics: earnings preview
Views: 13, Votes: 3, Responses: 0, Attachments: 1
+36 pts
Internet Earnings Preview for week ahead
By underdog on May 2, 2022, 10:38 a.m.
Tagged topics: earnings preview
Views: 18, Votes: 2, Responses: 1, Attachments: 1
+33 pts
$W: analysts lower estimates on rising share of wallet headwinds, late Spring, and softening home category backdrop`
By phenphen on April 26, 2022, 1:28 p.m.
Tagged topics: analyst lowers estimates , housing slowdown
Views: 94, Votes: 2, Responses: 0, Attachments: 1
+33 pts
1Q22 Earnings Preview; Compares Ease Starting 2Q22
By junkfoodlover on April 25, 2022, 2:43 p.m.
Tagged topics: earnings preview
Views: 17, Votes: 1, Responses: 0, Attachments: 1
+31 pts
1Q22 eCommerce Data Points; Expect Mixed 1Q; Continued Strength in Apparel eCommerce
By labjordan on April 8, 2022, 12:38 p.m.
Tagged topics: analyst checks , eCommerce
Views: 18, Votes: 1, Responses: 0, Attachments: 1
+42 pts
1Q22 Internet App Data Analysis
By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks
Views: 33, Votes: 4, Responses: 0, Attachments: 1
+34 pts
$W - LT Category Opportunity Plentiful, NT Still Murky
By labjordan on April 1, 2022, 12:03 p.m.
Tagged topics: analyst lowers estimates
Views: 18, Votes: 3, Responses: 0, Attachments: 1
+31 pts
Wayfair Inc | North America Wayfair North America Loyalty-Building Brand vs. Transactional Platform
By tvalerttelegram on Feb. 26, 2022, 4:43 p.m.
Tagged topics: Morgan Stanley
Views: 22, Votes: 2, Responses: 0, Attachments: 1
+35 pts
$ETSY $MAX $SKLZ $W previews
By labjordan on Feb. 22, 2022, 1:45 p.m.
Tagged topics: earnings preview
Views: 22, Votes: 1, Responses: 0, Attachments: 1
+33 pts
$W - read-throughs suggest demand remains solid, but little progress on supply chain
By mooreideas on Feb. 22, 2022, 11:28 a.m.
Tagged topics: earnings preview
Views: 88, Votes: 2, Responses: 0, Attachments: 1
+31 pts
$W - Demand Slowed Through 4Q and into 1Q, Valuation Expansion Tough With Margin Erosion
By puckerman17 on Feb. 14, 2022, 6:04 p.m.
Tagged topics: earnings results
Views: 21, Votes: 1, Responses: 0, Attachments: 1