Financial GuidanceCutting full-year guidance could be a positive catalyst, allowing for a reset of FY24 expectations and a shift in narrative to improving growth rates throughout the year.
Stock BuybacksManagement could lean in with buybacks at current levels, with the business model supporting incremental leverage and additional buyback capacity.
Stock ValuationThe recent underperformance in WH shares is believed to be overdone, offering investors a potential entry point.