Helfstein stated, "With a near-term focus on reducing shipping times and improving the consistency of inventory availability though new fulfillment centers, we believe ZU is well-positioned to benefit from the secular shift to online and mobile commerce. While many consumers favor quicker ship times over value, we believe ZU needs to maintain a 1% market share, in order to realize upside in the shares. Zulily current trades at 2.6x '16E gross profit, a 29% discount vs. eCommerce peers at 3.7x. We view the shares achieving a peer multiple if current initiatives take shape in late 2015."
According to TipRanks.com, which measures analysts' and bloggers' success rate based on how their calls perform, analyst Jason Helfstein has a total average return of 4.0% and a 50.3% success rate. Helfstein has a average return when recommending ZU, and is ranked #1020 out of 3562 analysts.