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WIX: margin guidance leans on a cost program that has slipped twice
The savings target has been reiterated without a revised timeline. Reiterating a number while moving the date is how these programs fail slowly.
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Discussion · 5
Noa BergmanAUG 19
Where does this break if rates back up another 50bp?
15
Omri ShakedAUG 19
The interconnect point is the one I keep coming back to. Nobody models the queue.
12
Sara CohenAuthorAUG 18
Partly, yes. The sell-side got the direction and not the magnitude, and the magnitude is the whole trade.
5
Ines FerreiraAUG 18
Adding on weakness. The catalyst timeline alone is worth the unlock.
2
Sam WhitfieldAUG 18
What invalidates this? You give a target but not a level where you would walk away.
33