Update shared on 18 Nov 2025
Fair value Increased 1.50%Analysts have raised their price target for Wayfair from $112.31 to $114.00. They cited minor adjustments to discount rates and profit margin forecasts as supporting factors for the higher valuation.
What's in the News
- Wayfair announced plans to open a new 70,000-square-foot retail location in Columbus, Ohio in late 2026. This will mark its first prototype for a smaller-format store and expand its physical retail footprint (Key Developments).
- The Columbus store will offer a wide assortment of products across multiple departments and complimentary design services, and aims to test customer engagement with a smaller footprint (Key Developments).
- Wayfair completed the repurchase of 2,354,491 shares, representing 2.33%, for $611.61 million under its August 2020 buyback program. No shares were repurchased under the August 2021 buyback during Q3 2025 (Key Developments).
- For the fourth quarter of 2025, Wayfair anticipates net revenue to increase in the mid-single digits year over year, factoring in a roughly 100 basis point decrease due to the closure of its Germany operations (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from $112.31 to $114.00.
- The discount rate increased modestly from 8.77% to 8.92%.
- The revenue growth forecast remained essentially unchanged, moving marginally from 5.91% to 5.91%.
- The net profit margin estimate has decreased slightly from 2.16% to 2.13%.
- The future P/E ratio is almost flat, inching up from 67.11x to 67.18x.
Disclaimer
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