The Optimist Fund Q4 2025 Quarterly Letter [Seeking Alpha]
Wayfair Inc. Class A (W)
Last wayfair inc. class a earnings: 2/28 07:00 am
Check Earnings Report
US:NYSE Investor Relations:
investor.wayfair.com
Company Research
Source: Seeking Alpha
Management focuses on identifying businesses where deep, targeted research can uncover a meaningful gap between market expectations and long-term reality. Wayfair revenue grew 9% year over year, accelerating from 6% in Q2, while adjusted EBITDA increased more than 70% year over year. ThredUp delivered an excellent third quarter, with revenue up approximately 34% year over year, one of the fastest growth rates in its recent history. The Fund fully exited the position in Monday.com after losing confidence in the accuracy or clarity of management's communication. Torsten Asmus/iStock via Getty Images To the Partners of Optimist Fund, When we launched Optimist in 2022, our objective was explicit. Deliver exceptional long term investment performance. We articulate this as compounding capital at mid teens or better over decades. That goal remains unchanged and it is what we wake up every morning working toward. Optimist has been operating for just under four years. While we h
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W
News
- Wayfair (W) To Report Earnings Tomorrow: Here Is What To Expect [Yahoo! Finance]Yahoo! Finance
- Wayfair (NYSE:W) had its "buy" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Wayfair stock jumps 3%; Evercore sees 'asymmetric' upside before Q4 results [Yahoo! Finance]Yahoo! Finance
- Wayfair, Affirm expand partnership to UK and Canada [Yahoo! Finance]Yahoo! Finance
- Is Wayfair Inc. (W) One of the Best E-Commerce Stocks to Buy Now? [Yahoo! Finance]Yahoo! Finance
W
Earnings
- 10/28/25 - Beat
W
Sec Filings
- 2/12/26 - Form SCHEDULE
- 2/10/26 - Form 144
- 2/10/26 - Form 144
- W's page on the SEC website