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WIX: the top-line beat came entirely from price, not volume
Volumes declined again while realized pricing carried the quarter. Price-led beats in this end market have historically preceded share loss.
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Discussion · 4
Omri ShakedAUG 20
Respectfully I think the margin bridge is doing more work here than you admit.
18
Tomer AvrahamAuthorAUG 19
Appreciate it. The comp table took longer than the rest of the piece put together.
10
Sam WhitfieldAUG 19
Your last call on this name was early rather than wrong. Same risk here.
19
Sam WhitfieldAUG 19
Second source in a constrained market is the underrated part of this.
3