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W

+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
FTCH , CHWY , ETSY , W , SFIX , RVLV , TGT , MTCH , POSH , TDUP , REAL

+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
ARHS , RH , W , WSM

+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
W

+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
WSM , W , BBBY , CSPR , LESL , HD

+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
OSTK , W

+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
ARHS , RH , W , WSM

+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
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+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
W

+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
W

+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
ABNB , DKNG , ETSY , EVER , LYFT , MAX , SKLZ , UBER , W , ZG

+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
W

+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
ETSY , REAL , OSTK , TDUP , CHWY , POSH , W , WOOF , RVLV

+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
W , CHWY , AMZN , RVLV , REAL , EBAY , POSH , JMIA , DIBS

+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
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+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
W

+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
W

+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
ETSY , MAX , SKLZ , W

+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
W , ETD , LZB , HVT

+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
W

+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