异动解读 | Wayfair盘中大跌15.82%,因投资增加导致利润率预测谨慎及第四季度业绩不及预期

异动解读
Feb 19

家具零售商Wayfair(W)今日盘中股价大跌15.82%,引发市场关注。

消息面上,公司对第一季度利润率给出了谨慎预测,预计毛利率将处于30%至31%区间的下限,主要原因在于营销和广告等投资支出不断增加。同时,公司预计第一季度收入同比增长率为中等个位数。

此外,公司公布的第四季度业绩显示净亏损1.16亿美元,虽然较去年同期的1.28亿美元亏损有所收窄,但未能达到分析师预期的盈利410万美元。第四季度活跃客户总数同比下降0.5%,降至2130万,引发了市场对其平均订单价值增长可持续性的担忧。

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