Wayfair Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Wayfair has 7 disclosed suppliers and 0 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Wayfair Inc.
115.60
SentenceCPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation ("Tractor Supply"), Wal-Mart Stores Inc. ("Walmart"), Target Corporation ("Target"), Canadian Tire Corporation, Limited ("Canadian Tire"), Costco Wholesale Corporation ("Costco"), Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc. ("Amazon"), Wayfair Inc., ("Wayfair), Hayneedle Inc., "(Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC. ("Spreetail").
SentenceWe depend on continued relationships with Wayfair and other key merchants. Our top merchant, Wayfair, represented approximately 25% and 36% of our gross originations (which we define as the retail price of the merchandise associated with lease-purchase agreements entered into and do not represent revenue earned) for the years ended December 31, 2025
SentenceWe solely rely on Google Cloud to facilitate certain aspects of our business.
W 10-Kaccession 0001616707-26-000027
SentenceWe obtain a significant amount of traffic via search engines and, therefore, rely on search engines such as Google, Bing and Yahoo! as well as AI-powered search and generative answer platforms.
W 10-Kaccession 0001616707-26-000027
—
Linked news
Expected move
Inputs8Q avg ±12.8%·×0.78·cheap
straddle ±11.0%
spot 115.91exp Nov 6ATM strike 116ATM straddle 14.98IV 117%