Wayfair Shares Weaker on Muted Category Outlook, Management Commentary, RBC Says

MT Newswires Live02-21

Wayfair (W) posted "strong" Q4 results, but muted category outlook and management comments on gross margins potentially falling below 30% are weighing on shares, RBC Capital Markets analysts said in a Thursday note.

Analysts said that the company's Q4 revenue growth was driven equally by orders delivered and average order value, which they view as "impressive" considering the impact of higher tariffs.

RBC expects Wayfair's Q1 net sales to increase by 5.7%, up from its prior estimate of a 4.5% rise.

Analysts said that "it will be tough for shares to really work" until either category dynamics improve or investors get comfortable with the company being able to maintain about 15% incremental margins at a lower gross margin.

RBC retained a sector perform rating on the stock, but increased its price target to $92 from $86.

Price: 83.05, Change: +3.48, Percent Change: +4.37

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