Wayfair Taking Share as Strategic Initiatives Pay Off, Morgan Stanley Says

MT Newswires Live08-05 23:28

Wayfair (W) seems to be taking share as the company's strategic initiatives are paying off, Morgan Stanley said in a note emailed Wednesday.

Morgan Stanley said it sees "upside optionality" for the company as its initiatives in areas like the loyalty program, re-platforming of the tech stack, and investment in logistics are driving a "widening of its outperformance relative to the industry, while preserving gearing to an eventual recovery in housing turnover."

Meanwhile, analysts said that the topline momentum is carrying through summer despite a more challenging macro environment. They also said that Wayfair saw an 8.9% growth in the US in Q2, higher than the expected 7% to 8% growth.

Further, Wayfair's improving earnings quality, cash generation and cost discipline is supporting its goal to a 10% long-term adjusted EBITDA margin, Morgan Stanley said.

Morgan Stanley kept Wayfair's overweight rating, while increasing the price target to $145 from $110.

Price: 108.71, Change: -7.37, Percent Change: -6.35

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