Wayfair shares fall after Jefferies downgrade on soft holiday trends
Shares of online furniture retailer Wayfair Inc (NYSE:W) fell nearly 5% on Wednesday after Jefferies downgraded the stock to “Hold,” citing weakening web traffic, softer early holiday demand and fading buying intent among consumers. Jefferies said it had turned more cautious after reviewing third-party traffic and survey data that pointed to a slower start to the peak shopping season.
Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Why Is Wayfair (W) Up 8.6% Since Last Earnings Report?
Wayfair (W) reported earnings 30 days ago. What's next for the stock?
Wayfair: Why You Should Not Buy The Stock In The Current Market
Wayfair delivered strong quarterly results with 8% revenue growth, improved margins, and increased new orders despite a challenging consumer environment. W faces significant headwinds from weak U.S. consumer sentiment, a sluggish housing market, and declining active customer numbers. Valuation for W appears stretched, trading at a premium on P/S and P/CF metrics, with insufficient top line growth to justify the price.
StubHub, Wayfair and Marks Electrical probed over 'misleading prices and illegal pressure selling'
The UK competition watchdog has launched enforcement action against eight companies, including Viagogo, BSM driving school, Wayfair Inc (NYSE:W, NYSE:) and Marks Electrical Group PLC (AIM:MRK), over misleading prices and illegal pressure selling online. A major consumer protection initiative was launched by the Competition and Markets Authority (CMA) using new powers granted by the Digital Markets, Competition and Consumers Act that was passed into law last year.
This Stock Soared on Robust Quarterly Results
Wayfair was up big on its quarterly release, with the company seeing nice momentum.
Wayfair Q3 Earnings & Revenues Beat Estimates, Both Increase Y/Y
W's Q3 earnings and revenues beat estimates as higher U.S. sales and strong repeat orders drove profit growth.
Wayfair: A Way Good Stock to Buy and Hold for 2026
In the words of JPMorgan analysts, there are harmonizing tailwinds in play, including rate reductions, tariff impacts, tax-related stimulus, and the wealth effect, to drive business in 2026 and over the long term.
Wayfair: Strong Performance, Terrible Valuation (Upgrade)
Wayfair has delivered strong Q3 results, showing improved profitability and accelerating growth despite industry tariff concerns. W's post-earnings rally has pushed the stock up ~20%, bringing YTD gains over ~2x. The stock's valuation now sits at ~double other pure-play furniture peers. Robust demand and execution-driven growth set W apart from struggling retailers, with management optimistic about future housing market tailwinds.
Wayfair stock surges as company's Q3 earnings top estimates
Wayfair Inc (NYSE:W, NYSE:) shares climbed more than 22% in late morning trading on Tuesday after the online home furnishings retailer reported better than expected financial results for its third quarter 2025. The company's revenue for the quarter rose 8.1% year over year to $3.12 billion, surpassing the $3.02 billion analyst consensus estimate from data compiled by LSEG.
Wayfair (W) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Wayfair (W) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Wayfair (W) Q3 Earnings and Revenues Surpass Estimates
Wayfair (W) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.22 per share a year ago.
