Wayfair (W) — Omnichannel Fuels ComebackCompany Overview:
Wayfair Inc. $W is a leading online retailer focused on home furnishings, décor, and furniture. With a tech-forward approach and efficient logistics, it delivers a premium customer experience while expanding into physical retail to blend scale with showroom appeal.
Key Catalysts:
🛋️ Q2 2025 Turnaround
Net revenue: $3.3B (+5% YoY)
Adjusted EBITDA margin: 6.3%, highest since 2021
Generated $230M in free cash flow, signaling operational strength
🏬 Retail Expansion
Launch of Perigold luxury showroom in Houston
New flagship Denver store bridges online and offline presence
Strengthens brand equity and engages tactile shoppers
📦 Operational Discipline
Despite 4.5% decline in active customers, Wayfair grew margins
Focused on higher order values and cost efficiency amid macro headwinds
Investment Outlook:
Bullish above: $72–$74
Upside target: $140–$145, supported by margin gains, omnichannel growth, and consumer demand rebound
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