Jefferies Keeps Their Buy Rating on Wayfair (W)
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
According to TipRanks, Matuszewski is a 4-star analyst with an average return of 5.4% and a 50.25% success rate. Matuszewski covers the Consumer Cyclical sector, focusing on stocks such as Williams-Sonoma, Wayfair, and Lowe's.
In addition to Jefferies, Wayfair also received a Buy from William Blair's Phillip Blee in a report issued today. However, on the same day, Wedbush maintained a Hold rating on Wayfair (NYSE: W).
W market cap is currently $8.37B and has a P/E ratio of -22.81.
Based on the recent corporate insider activity of 66 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of W in relation to earlier this year.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Bloomberg
8 minutes ago
- Bloomberg
Jefferies Sees Crowded Trade in Big Tech as Fed Nears Rate Cuts
The Federal Reserve could be poised to trigger a stock-market regime change that sees smaller companies perform better than megacap tech, according to a strategist at Jefferies. Data going back to 1990 show that the S&P 500 Equal Weighted Index outperformed the traditional market-cap weighted version of the benchmark when the Fed is reducing interest rates, according to Andrew Greenebaum, senior vice president of equity research product management at Jefferies.
Yahoo
2 hours ago
- Yahoo
Diageo shares pop on 'reassuring results' for fiscal 2025
-- Diageo (NYSE:DEO) (LON:DGE) reported annual organic sales growth that exceeded analyst expectations, sending its shares roughly 5% higher in London trading. For the fiscal year ended June (FY25), net sales came in at $20.25 billion, down 0.1% on a reported basis but up 1.7% organically. That compares with company-compiled consensus estimates of $20.2 billion and a 1.4% organic increase. Earnings per share (EPS) reached 164.2 cents, ahead of the 161.6 cents expected. Pretax profit fell to $3.54 billion from $5.46 billion a year earlier, while EBIT declined 0.7%, though still slightly better than the 1.2% drop analysts had forecast. "We would expect shares to be better today as the business doubles down on the controllables," Jefferies analyst Edward Mundy said in a note. "As recovery becomes visible, we would expect leverage through the i/s, improving free cash flow (FCF) and better returns, which will allow the shares to rerate to north of 20x PE," he added. Separately, BofA analysts said Diageo delivered "reassuring results in an uncertain environment." Looking ahead, Diageo expects organic net sales growth in fiscal 2026 to be in line with this year's pace, citing a continued challenging environment. Organic operating profit is projected to grow at a mid-single-digit rate, above the 2.6% consensus cited by Jefferies. Related articles Diageo shares pop on 'reassuring results' for fiscal 2025 Clients buying into summer rally, bracing for later pullback, says BofA's Hartnett Apollo economist warns: AI bubble now bigger than 1990s tech mania Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 hours ago
- Yahoo
Zepp Health Corp (ZEPP) Q2 2025 Earnings Call Highlights: Revenue Surge and Strategic Product ...
Revenue: $59.4 million, a 46% year-over-year increase. Gross Margin: 36.2%, consistent with Q1 2025 but slightly down year-over-year. Operating Costs: $26 million, compared to $25 million in Q2 2024 and $32 million last quarter. R&D Expenses: $11.2 million, a 3.1% year-over-year increase. Selling and Marketing Expenses: $12 million, a 14.2% year-over-year increase and a 12.9% decrease quarter-over-quarter. G&A Expenses: $4.4 million, compared to $4.9 million in Q2 2024. Adjusted Operating Loss: $4.9 million, a 42% improvement compared to last year. Cash Balance: $95 million as of June 30, down from $103 million in Q1 2025. Debt Reduction: Cumulative retirement of $68.0 million of debt since Q1 2023. Q3 2025 Revenue Outlook: Expected to be between $72 million and $76 million, representing 70% to 79% year-over-year growth. Warning! GuruFocus has detected 7 Warning Signs with ZEPP. Release Date: August 04, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Zepp Health Corp (NYSE:ZEPP) achieved a 46% year-over-year increase in revenue, reaching $59.4 million, marking the first quarter of year-over-year revenue growth since Q2 2021. The T-Rex smartwatch maintained competitive edge with sustained volume growth, setting new standards in the premium outdoor smartwatch category. The Helio Strap, a screen-free fitness tracker, received extensive praise for its accuracy and affordability, tapping into a new market niche. Zepp OS 5.0, powered by AI, achieved substantial advancements in functionality and performance, enhancing user experience. The company successfully mitigated tariff impacts through a flexible supply chain and multi-region sourcing strategy, enhancing operational resilience. Negative Points Gross margin was slightly down year-over-year due to a higher revenue proportion of lower-margin entry-level products. Operating costs increased slightly to $26 million compared to $25 million in Q2 2024, despite efforts to reduce expenses. The company experienced supply constraints with the Helio Strap, impacting potential sales growth. Cash balance decreased from $103 million in Q1 2025 to $95 million as of June 30, 2025, influenced by timing and operating performance factors. The company continues to face challenges from evolving tariff policies and global wearable technology trends. Q & A Highlights Q: Could you please give more color on the recent spike in share price drivers? A: Leon Cheng Deng, CFO: The recent share price increase is due to several factors. Our products are well-received, and our brand is gaining recognition, as evidenced by our successful Amazon Day. Additionally, the market is undergoing a value discovery phase, recognizing that smart hardware companies like ours are gaining market share. We believe our company is undervalued compared to peers, and as we continue executing our strategy, we expect continued growth and value revaluation. Q: How many more product launches are planned for the second half of the year compared to the first half? A: Leon Cheng Deng, CFO: In the first half, we launched entry-level products like Bip 6 and Active 2, and mid-tier products like Balance 2 and Helio Strap. We have exciting products in the pipeline for Q3 and Q4, which will be on par with or exceed the number of launches in the second half of the previous year. Q: Do you expect gross margins to improve in the coming quarters, potentially reaching closer to 40% for the full year? A: Leon Cheng Deng, CFO: While we don't guide on gross margins, we expect them to expand in the second half of the year due to a full quarter of sales from Balance 2 and Helio Strap, along with new product launches. The product mix will likely improve, leading to higher gross margins. Q: What percent of your imports to the USA come from Vietnam, and what are the current tariffs for Chinese and Vietnam production? A: Leon Cheng Deng, CFO: Products shipped from China to the USA face tariffs just south of 25%, while those from Vietnam have close to zero tariffs due to waivers. We aim to ship as much as possible from Vietnam to mitigate tariff impacts, and our efforts have been better than expected. Q: What kind of sales contribution do you expect from the new Helio Strap launch, and what gross margin does it carry? A: Leon Cheng Deng, CFO: The Helio Strap, launched in June, has been well-received and carries a healthy gross margin on par with the company's overall margin. It is priced at $99 and is gaining popularity, with supply constraints being addressed to meet demand. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
