Results for “Wayfair”

…our growth 10% LendingTree TREE Variable marketing margin growth 29% y/y Trivago TRVG Qualified referral growth 56% y/y Wayfair W 2Q revenue growth guidance 25% y/y Wix WIX Premium subscribers growth 36% Yelp YELP 1Q Local advertising account adds 4k (17% y/y) Zynga ZNGA Online G...

Wayfair has expressed caution on the macro environment

…to be conservative, 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 profitability to date. Our 0.7...

vs. 4Q at -25% y/y. Wayfair mobile user growth increased 2% y/y

…vision ATVI ATVI US Justin Post Electronic Arts EA EA US Justin Post Quotient Technology Inc QUOT QUOT US Nat Schindler Wayfair W W US Justin Post Yelp YELP YELP US Justin Post Care.com CRCM CRCM US Justin Post Fitbit FIT FIT US Nat Schindler GoPro GPRO GPRO US Jason Mitchell Pan...

…tivision ATVI ATVIUS Justin Post Electronic Arts EA EAUS Justin Post Quotient Technology Inc QUOT QUOT US Nat Schindler Wayfair Ww WUS Justin Post Yelp YELP YELP US Justin Post UNDERPERFORM Care.com CRCM CRCM US Justin Post Fitbit FIT FITUS Nat Schindler GoPro GPRO GPRO US Jason...

…priceline.com PCLN 1761.77 Quotient QUOT 94 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 2.18 Source: BofA Merrill Lynch Global Research, Prices as of 5...