Wayfair (W) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this online home goods retailer have returned +16.2%, compared to the Zacks S&P 500 composite's +0.2% change. During this period, the Zacks Internet - Commerce industry, which Wayfair falls in, has gained 4.1%. The key question now is: What could be the stock's future direction?While media ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36666 Wayfair Inc. (Exact name of registrant as specified in its charter) Delaware 36-4791999 (State or other jurisdicti ...

Key TakeawaysWayfair on Thursday reported better-than-expected first-quarter results, sending shares of the online home furnishings retailer sharply higher.Wayfair's chief financial officer, Kate Gulliver, said the company experienced a positive impact on costs in the latest quarter after it cut staff in January.Chief Executive Officer Niraj Shah said the quarter ended on an "upswing" for Wayfair and that shoppers are increasingly choosing to shop with the company. Wayfair (W) shares soared Thursday after t ...

财务数据和关键指标变化 - 第一季度收入同比下降1.6%,订单量下降1%,平均客单价下降不到1% [37] - 活跃客户同比增长2.8%,连续第6个季度显著超越行业 [10] - 毛利率为30.1%,受到一些非经营性因素的拖累,预计第二季度将是全年的低点 [41][42] - 客服及商户费用占收入4.1%,广告费用占收入11.9% [42][43] - 销售、运营、技术、一般及管理费用同比下降14%,受益于1月份的成本优化措施 [43] - 第四个季度实现正的调整后EBITDA,达到2.7%的利润率 [44] - 美国业务EBITDA利润率为5.1%,国际业务EBITDA亏损4600万美元 [44] - 现金及等价物12亿美元,总流动性17亿美元 [44] - 经营活动净现金流为负1.39亿美元,资本支出5400万美元,自由现金流为负1.93亿美元 [45] 各条业务线数据和关键指标变化 - 公司业务线涵盖家居、家装、家电等多个品类,在各个品类都取得了市场份额的提升 [57][58] - 高端家具平台Paragould的业务增长强劲,有助于提升整体的平均客单价 [116] 各个市场数据和关键指标变化 - 公司在美国、加拿大、英国和德国等主要市场都实现了市场份额的持续增长 [110][111] - 各个国际市场的盈利能力都有所改善,为实现整体盈利奠定了基础 [110][111][113] 公司战略和发展方向及行业竞争 - 公司正在大力推进品牌建设,推出全新的"Wayborhood"品牌形象和营销活动,旨在提升客户的品牌偏好 [19][20][21][22][23][24][26][27] - 计划在本月底开设首家大型实体店,并在今年下半年推出忠诚度计划,进一步丰富线上线下的客户触点 [16][35] - 公司在产品质量、客户服务等方面持续优化,在亚洲新兴竞争对手面前保持竞争优势 [30][31][32] - 公司供应商正在积极配合公司的各项举措,为未来的增长蓄势 [11][12][13] 管理层对经营环境和未来前景的评论 - 行业整体仍处于低迷状态,但公司通过持续的市场份额增长实现了业绩的相对优异表现 [37][38][39] - 预计行业在下半年将逐步企稳并回暖,公司将借助品牌建设、实体店开设等多项举措抓住消费者需求恢复的机会 [39][46][47] - 公司已经实现四个季度的盈利,并有信心在未来实现10%以上的EBITDA利润率目标 [14][49] 问答环节重要的提问和回答 问题1 **Christopher Horvers 提问** 询问公司二季度收入趋势及行业整体情况 [56][57] **Niraj Shah 回答** 公司业务在各个品类和市场都在持续增长市场份额,行业整体仍然疲软,但公司有信心在下半年抓住行业回暖的机会 [57][58][59][60] 问题2 **Maria Ripps 提问** 询问公司新客户订单增长情况及品牌营销与忠诚度计划的联系 [65][66] **Niraj Shah 回答** 公司新老客户订单增长情况均良好,品牌营销和忠诚度计划都旨在提升客户的品牌偏好和复购率 [133][134] 问题3 **Simeon Gutman 提问** 询问公司在收入持平情况下的盈利能力目标是否不变 [119][120][125][126][127] **Kate Gulliver 回答** 公司此前提供的在收入持平情况下实现6亿美元EBITDA的目标仍然适用,公司将继续保持对可控因素的专注 [127][128]

Wayfair (W) reported $2.73 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 1.6%. EPS of -$0.32 for the same period compares to -$1.13 a year ago.The reported revenue represents a surprise of +3.31% over the Zacks Consensus Estimate of $2.64 billion. With the consensus EPS estimate being -$0.45, the EPS surprise was +28.89%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...

Wayfair (W) came out with a quarterly loss of $0.32 per share versus the Zacks Consensus Estimate of a loss of $0.45. This compares to loss of $1.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 28.89%. A quarter ago, it was expected that this online home goods retailer would post a loss of $0.23 per share when it actually produced a loss of $0.11, delivering a surprise of 52.17%.Over the last four quarters, the company has ...

Exhibit 99.1 Wayfair Announces First Quarter 2024 Results, Reports Fourth Consecutive Quarter of Strong Profitability Q1 Net Revenue of $2.7 billion with 22.3 million Active Customers BOSTON, MA — May 2, 2024 — Wayfair Inc. (“Wayfair,” “we,” or “our”) (NYSE: W), one of the world’s largest destinations for the home, today reported financial results for its first quarter ended March 31, 2024. First Quarter 2024 Financial Highlights • Total net revenue of $2.7 billion, decreased $45 million, down 1.6% year ove ...

Wayfair's sales slid during its first fiscal quarter, but the online furniture retailer reduced its losses after cutting 13% of its workforce at the start of the year, the company announced Thursday. Wayfair beat Wall Street's expectations on the top and bottom lines and saw active customers grow nearly 3% compared to the year-ago period. Here's how Wayfair did compared with what Wall Street was anticipating, based on a survey of analysts by LSEG:Loss per share: 32 cents adjusted vs. a loss of 44 cents expe ...

Wayfair股票表现 - Wayfair股票在过去一年上涨了75%，但仍比历史高点低82%[1] - 分析师中有53%建议购买Wayfair股票，目标价格为今天价格的13%增长[2] Wayfair销售模式 - Wayfair销售家具的模式类似于亚马逊，但在销售高峰期投资过多导致销售下降[3] Wayfair财务表现 - Wayfair在2023年第四季度实现了销售增长，盈利能力指标有所改善[6] - Wayfair面临着高通胀和高利率的挑战，但仍致力于提高调整后的EBITDA[9] Wayfair未来展望 - CEO表示公司正在努力提高效率，准备迎接复苏[11] - 长期投资者需要相信Wayfair能够正确应对挑战，公司仍存在风险[12] - 对于大多数投资者来说，现在可能还为时过早，但有风险偏好的投资者可以考虑小规模持有Wayfair股票[13]