Evercore ISI upgraded Wayfair Inc (NYSE:W) stock to "outperform" from "in line" and lifted its price objective to $80 from $65 this morning. The brokerage firm highlighted the e-commerce name's potential to steal market share as the home furnishing business recovers. At last check, W is 3.9% higher at $64.83.The $72 level has acted as a ceiling for the equity since September, more recently rejecting its late March rally. Meanwhile, the 20-day moving average has guided shares higher. Now on track to snap a t ...

Zacks Style Scores - Zacks Style Scores是一组辅助指标，帮助投资者挑选未来30天内市场表现最佳的股票[3] - Style Scores分为价值评分、成长评分、动量评分和VGM评分四个类别，分别考虑不同的投资因素[5][6][7][8] - Zacks Rank结合Style Scores，帮助投资者构建成功的投资组合[9] 投资策略 - 拥有Zacks Rank 1或2且Style Scores为A或B的股票，具有最高成功概率[12] - 股票的盈利预期趋势应是选择股票的关键因素之一[13] - 拥有Zacks Rank 1或2且Style Scores为A或B的股票，持有越多，投资回报越好[14] Wayfair Inc. - Wayfair Inc.是一家总部位于波士顿的在线家居产品销售公司，Zacks Rank为3，VGM评分为A[15] - Wayfair的动量评分为A，股价过去四周上涨5.6%[16] - 过去60天内有五位分析师上调了Wayfair 2024财年的盈利预期，Zacks Consensus Estimate也有所增加[17]

Wayfair市场表现 - Wayfair连续第六个季度在家具和家居用品领域获得市场份额[2] - Wayfair在美国销售增长0.9%，国际销售下降2.7%[7] Wayfair财务展望 - Wayfair预计2024年第一季度营收将在中单位数增长，毛利率预计在30%至31%之间[9]

BOSTON, April 2, 2024 /PRNewswire/ -- Wayfair Inc. (NYSE:W), one of the world's largest destinations for the home, today announced that it will release financial results for its first quarter ending March 31, 2024 before the opening of the market on May 2, 2024. Wayfair will host a conference call at 8 a.m. ET on Thursday, May 2 to review results. Investors and participants can register for the call in advance by visiting https://bit.ly/3VIr22A.  The call will also be available via live webcast at https://b ...

jetcityimage Summary Readers may find my previous coverage via this link. My previous rating was a buy as I believed Wayfair (NYSE:W) was trading at an attractive valuation and that its financials were all moving in the right direction (revenue is growing, and gross and EBITDA margins are also expanding). Furthermore, W was gaining significant market share. I am reiterating my buy rating for W as I expect the business to continue to gain share due to consumers shifting towards digital purchases vs. offline ...

Wayfair公司品牌活动 - Wayfair公司推出了全新品牌活动“Welcome to the Wayborhood”，包括更新的标志、新的广告曲调和多位名人合作伙伴[1] - “The Wayborhood”是一个充满趣味、风格化和古怪的地方，鼓励每个人都能毫不掩饰地庆祝自己的个人家居风格和需求[1] - Wayfair的创意团队与Havas Chicago合作，通过一系列战略和创意执行，将“Wayborhood”品牌活动栩栩如生地展现出来[4] Wayfair公司合作与扩张 - Wayfair公司与Pinterest合作推出了首个“Pinterest Creator Tour”，旨在庆祝我们在家中生活的独特方式[2] - Wayfair公司将于今年春季在伊利诺伊州威尔梅特开设首家大型Wayfair实体店，邀请消费者亲身体验品牌演变并购物[3]

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...

财务表现 - Wayfair（W）报告2023年第四季度非GAAP每股亏损为11美分，比Zacks共识预期的每股23美分的亏损更窄[1] - 净营收为31.1亿美元，超出共识预期0.5%[2] - 上市公司美国地区净营收同比增长0.9%，达到27亿美元，超出Zacks共识预期0.08%[5] - 国际地区净营收同比下降2.7%，按恒定汇率计算下降4.6%，达到4.04亿美元，超出共识预期4.9%[6] - Wayfair第四季度毛利率为30.3%，同比扩大150个基点；调整后的EBITDA为9200万美元，而去年同期为7100万美元的EBITDA亏损[11] 客户数据 - 活跃客户基数增长对业绩产生积极影响，活跃客户同比增长1.4%，达到2240万，超出共识预期0.51%[3] - 每位客户的订单数为1.84，高于去年同期的1.81，与Zacks共识预期一致[7] - 重复客户在第四季度下单900万次（占总订单的79.4%），同比增长5.9%[9] - 报告季度总订单交付数量为1130万，同比增长2.7%[8] - 报告季度62.8%的总订单通过移动设备下单，较去年同期的61.7%有所增长[10] 财务状况 - 截至2023年12月31日，现金、现金等价物和短期投资为14亿美元，较9月30日的12.8亿美元有所增长；长期债务为30.92亿美元，较9月30日的32.07亿美元有所减少[14] - 第四季度运营现金流为1.58亿美元，较第三季度的1.21亿美元有所增长；报告季度自由现金流为6200万美元[15] 公司运营 - 广告费用同比下降6.2%，达到3.81亿美元；销售、运营、技术和一般行政费用同比下降8.9%，达到5.97亿美元[12] - Wayfair第四季度GAAP运营亏损为1.72亿美元，而去年同期为3.3亿美元的运营亏损[13] - Wayfair目前拥有Zacks排名2（买入）[17]

Key TakeawaysWayfair reported that it added customers and reduced expenses, helping it post better-than-expected fourth-quarter results.The online furnishing retailer's adjusted net loss was narrower than forecast, while its revenue for the latest quarter beat estimates.CEO Niraj Shah said Wayfair benefited from job cuts and other steps to improve efficiencies.Wayfair Inc. (W) shares jumped Thursday after the online home furnishing retailer posted a lower-than-expected net loss as it cut costs and added cus ...

裁员效率提升 - Wayfair公司在过去一年半进行了多轮裁员，CEO Niraj Shah和联合创始人Steve Conine表示这些裁员帮助公司变得更加精简和高效[4] - 裁员后的团队规模变小有助于公司更快、更便宜地完成工作[1] 财务表现 - Wayfair在2023年第四季度净收入增至31亿美元，同比增长0.4%[10] - 全年净收入同比下降1.8%