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FINWIRES

Wayfairは第1四半期決算で「好調」となる見込みだが、中東情勢の不確実性は依然として重荷となる可能性が高いとRBCが指摘

-- RBCキャピタル・マーケッツは金曜日のレポートで、ウェイフェア（W）が木曜日に発表する第1四半期決算で「好調な」業績を示すと予想される一方、イランとの戦争が依然として同社株の重荷となっていると述べた。 RBCは、第1四半期の純売上高成長率予想を市場コンセンサスと同水準の5.7%に据え置き、1月下旬の冬の嵐「ファーン」による悪影響から、四半期を通じて取引件数とサイトトラフィックが改善したと指摘した。 レポートによると、中東戦争による原油価格の上昇により、同社の第1四半期の粗利益率は変動する可能性があり、昨年の技術部門再編に伴うアウトソーシング人件費の増加により、経費も増加する可能性がある。 第2四半期については、消費者がカテゴリーインフレを消化し、ガソリン価格の上昇が裁量支出を抑制する可能性があるため、ウェイフェアの経営陣は第2四半期の売上高を1桁台前半から中盤の成長率と見込んでいるとRBCは述べている。 RBCは、目標株価92ドルで「セクター・パフォーム」のレーティングを維持した。

Price: $78.99, Change: $+2.05, Percent Change: +2.66%

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