Update shared on06 Aug 2025
Fair value Increased 60%Despite a sharp decline in net profit margin and a substantial increase in future P/E, reflecting reduced profitability and higher valuation expectations, the analyst consensus price target for Wayfair has markedly increased from $50.48 to $80.45.
What's in the News
- Wayfair announced the opening of a 140,000-square-foot large-format retail location in Denver, Colorado, expanding further into brick-and-mortar, with new stores also set for Atlanta and Yonkers.
- Perigold, a Wayfair brand, launched its first physical store in Houston, Texas, with plans for a second in West Palm Beach, focusing on in-person luxury home shopping and experiences.
- Wayfair's inaugural Wilmette, Illinois store marked strong performance, driving significant new customer growth, high Net Promoter Scores, and robust in-store event attendance, fueling further physical retail expansion.
- Wayfair was added to multiple Russell Growth Indexes, including the Russell 1000, 3000, 2500, and Midcap Growth benchmarks, increasing visibility to institutional investors.
- Shareholders ratified PricewaterhouseCoopers LLP as Wayfair's independent auditor for fiscal 2025.
Valuation Changes
Summary of Valuation Changes for Wayfair
- The Consensus Analyst Price Target has significantly risen from $50.48 to $80.45.
- The Future P/E for Wayfair has significantly risen from 16.18x to 131.84x.
- The Net Profit Margin for Wayfair has significantly fallen from 4.40% to 0.86%.
Disclaimer
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