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W: New Columbus Store And Share Buyback Will Shape Outlook In 2026

W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead

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AnalystConsensusTarget
Not Invested
Published 20 Mar 2025

Update shared on 02 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
86.1%
7D
2.2%

Analysts have maintained Wayfair's fair value estimate at $114.00 per share, citing consistent growth and profitability assumptions, even though only minor adjustments were made to model inputs.

What's in the News

  • Wayfair will open a new, smaller-format store in Columbus, Ohio in late 2026 to test new ways of bringing its shopping experience to customers. This follows the success of its first store in Wilmette, Illinois (Key Developments).
  • The Columbus, Ohio location will be approximately 70,000 square feet, offer a full assortment of products, and include complimentary design service areas for personalized support (Key Developments).
  • Wayfair completed the buyback of 2,354,491 shares, representing 2.33 percent, for $611.61 million under the repurchase program announced in August 2020 (Key Developments).
  • The company provided earnings guidance for Q4 2025, expecting net revenue to increase in the mid-single digits year-over-year, accounting for the impact of closing operations in Germany (Key Developments).

Valuation Changes

  • Fair Value Estimate: Unchanged at $114.00 per share, indicating steady fair value assumptions.
  • Discount Rate: Increased slightly from 8.92% to 8.97%, reflecting a minor rise in the estimated risk or cost of capital.
  • Revenue Growth: Remains stable at approximately 5.91% year-over-year, showing no notable adjustment to growth expectations.
  • Net Profit Margin: Maintained at 2.13%, with essentially no change to profitability forecasts.
  • Future P/E Ratio: Increased marginally from 67.18x to 67.26x, suggesting a small adjustment in expected future earnings multiples.

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Disclaimer

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