Where Wayfair appears
8 total
to the credibility of online reviews, 4) Instant Book transition puts pressure on revenue growth, and 5) mobile monetization headwinds. Upside risks to our price objective are: 1} improved mobile monetization 2} major OTA sign on for instan...
…servative, 5) traction from monetization of logged-out users and 6) potential that Twitter could be acquired. Wayfair (W) Our price objective of $44 is based on 0.7x 2018E EV/sales. We continue to focus on EV/Sales given Wayfair's lack of p...
…servative, 5) traction from monetization of logged-out users and 6) potential that Twitter could be acquired. Wayfair (W) Our price
…om PCLN 1761.77 Quotient QUOT 9.4 Snap SNAP 20.7 TripAdvisor TRIP 41.76 Trivago TRVG 12.81 Twitter TWTR 14.53 Wayfair W 40.21 Yahoo! YHOO 46.38 Yelp YELP 33.22 Zillow A ZG 33.49 Zillow C Z 33.47 ZYNGA ZNGA 2.78 Source: BofA Merrill Lynch Gl...
…9,432 $1,310 $6,028 $2,493 $7,816 $40 $263 $5,276 $14,374 $10,087 Source: BofA Merrill Lynch Global Research, Wayfair Note: * 1Q17E Actuals are current BofA Merrill Lynch forecasts Over the past two quarters, Wayfair has expressed caution o...
…9,432 $1,310 $6,028 $2,493 $7,816 $40 $263 $5,276 $14,374 $10,087 Source: BofA Merrill Lynch Global Research, Wayfair Note: * 1Q17E Actuals are current BofA Merrill Lynch forecasts Over the past two quarters, Wayfair has expressed caution o...
…r profitability. Our price objective is supported by our DCF analysis. 40 Internet/e-Commerce | 06 April 2017 Wayfair (Neutral, $44 PO) Stock view: Timeline on profitability still an issue, but comps ease in 2Q’17 Wayfair’s two issues have...
Wayfair has expressed caution on the macro environment
