Oliver Wintermantle

Coverage

Companies whose earnings calls Oliver Wintermantle asked questions on (from Lician's transcripts).

• WWayfair Inc.

Questions on earnings calls

1. W earnings call · Wayfair Inc.Nov 4, 2026 · 2 questions
   • 1:28:24

     “So your contribution margin reached 16.1% despite lower gross margins. And as we think about 4Q and next year, how much of that improvement is sustainable and where do you think you have to? Reinvest. I'll start. So the first thing I point to is, you know, we've talked for some…”

   • 1:31:14

     “Got it. Thank you. And then just on internationally, the last widened to 25 million. So can you maybe talk about what is driving the deterioration there and what needs to change before the U.S. growth initiatives can translate into better international results?”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

Evercore ISI rating actions on these stocks

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