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Wayfair Surges Ahead of Earnings. The Stock Is Up 12-Fold Since Late March. -- Barrons.com

Wayfair Surges Ahead of Earnings. The Stock Is Up 12-Fold Since Late March. -- Barrons.com

Wayfair的股價在盈利之前飆升。自3月下旬以來,該股上漲了12倍。--Barrons.com
Dow Jones Newswires ·  2020/08/04 01:45

DJ Wayfair Surges Ahead of Earnings. The Stock Is Up 12-Fold Since Late March. -- Barrons.com

DJ Wayfair在盈利之前飆升。自3月下旬以來,該股上漲了12倍。--Barrons.com


By Eric J. Savitz

作者:埃裏克·J·薩維茨

Wayfair shares surged on Monday as investors anticipated a huge spike in sales when the company reports June quarter results before the start of trading on Wednesday.

Wayfair股價週一飆升,因投資者預計該公司週三開盤前公佈6月季度業績時,銷售額將大幅飆升。

The home furnishings company had a better-than-expected first quarter and has since seen soaring demand as consumers switch to online shopping with many offline stores still closed or limiting operations amid the Covid-19 pandemic. Wayfair (ticker: W) posted nearly 20% sales growth in the March quarter; when it reported those results in early May, the company said revenue growth for the quarter at that point was trending up 90% from a year ago.

這家家居公司第一季度的業績好於預期,自那以來,隨着消費者轉向網購,許多線下商店仍然關閉,或在新冠肺炎疫情期間限制運營,需求一直在飆升。Wayfair(股票代碼:W)在3月份這個季度的銷售額增長了近20%;當它在5月初公佈這些業績時,該公司表示,當時該季度的收入增長趨勢是比去年同期增長90%。

The Wall Street analyst consensus estimates call for June quarter revenue of $3.32 billion, up about 71%, but there are estimates that run north of $4 billion. The Street sees earnings for the quarter of 82 cents a share. Wayfair did not provide full guidance for the quarter.

華爾街分析師一致估計,6月份這個季度的營收將達到33.2億美元,增長約71%,但也有估計超過40億美元。華爾街預計本季度每股收益為82美分。Wayfair沒有提供該季度的全面指導。

Cowen analyst Max Spaeth thinks the Street consensus is way too low. On Monday, he lifted his second-quarter revenue forecast to $4.4 billion, which would be up 89% year-over-year, from $3.9 billion. He projects $265.7 million in adjusted earnings before interest, taxes, depreciation, and amortization, or Ebitda, up from $235.6 million.

考恩(Cowen)分析師馬克斯·斯佩特(Max Spaeth)認為,華爾街的共識太低了。週一,他將第二季度營收預期從39億美元上調至44億美元,同比增長89%。他預計調整後的利息、税項、折舊和攤銷前收益(EBITDA)為2.657億美元,高於2.356億美元。

Spaeth cites the strong June quarter results from both Amazon.com and eBay as evidence of continued strength in e-commerce. (I would note that Shopify as well had far-better-than-expected results in the June quarter.) The analyst repeats his Outperform rating on Wayfair shares, and lifts his target price to $300, from $275.

Spaeth援引亞馬遜(Amazon.com)和eBay在6月份的強勁業績作為電子商務持續強勁的證據。(我要指出的是,Shopify在6月份這個季度的業績也遠遠好於預期。)這位分析師重申了他對Wayfair股票的跑贏大盤評級,並將目標價從275美元上調至300美元。

Wayfair shares were up 7.1%, to $284.85, on Monday, having earlier set a new all-time high at $287.45. The stock this year is up more than 200%, and has increased 12-fold since bottoming at $23.52 in late March.

Wayfair股價週一上漲7.1%,至284.85美元,稍早曾創下287.45美元的歷史新高。該股今年已上漲逾200%,自3月下旬觸底23.52美元以來已上漲12倍。

Write to Eric J. Savitz at eric.savitz@barrons.com

寫信給埃裏克·J·薩維茨(Eric J.Savitz),電子郵件:eric.savitz@Barrons.com

(END) Dow Jones Newswires

(完)道瓊斯通訊社

August 03, 2020 13:45 ET (17:45 GMT)

2020年8月3日美國東部時間13:45(格林尼治標準時間17:45)

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