Wayfair: Making Incremental Cost Improvements In A Flat Revenue Environment

Group 1 - Wayfair (NYSE: W) reported Q4 2024 results with net revenue slightly better than expected, but adjusted EBITDA and free cash flow were lower than anticipated due to increased advertising spend [2] - The company has a focus on value opportunities and distressed plays, particularly in the energy sector [2] Group 2 - The article highlights the author's extensive analytical experience, including co-founding a mobile gaming company and designing economic models for successful apps [2]