Wayfair: Upgraded To Hold After Strong Q2, Though Valuation Remains Lofty
In 2025Q2, Wayfair posted its strongest quarter since 2021, with a return to revenue growth and GAAP profitability. I am upgrading the stock from Sell to Hold based on these improved fundamentals. Despite strong results, valuation remains stretched, as I believe the market is overly focused on the direction, and not the magnitude, of the numbers.
Wayfair: No Upside Left After Massive Rally (Downgrade)
Wayfair's stock has tripled this year, fueled by retail investor enthusiasm and a strong Q2 earnings beat, but valuations now look stretched. Despite a rebound to mid-single-digit growth, I'm downgrading Wayfair to a sell due to limited upside and significant downside risk at current prices. Key risks include potential demand pull-forward from tariffs, supplier price hikes, and continued decline in active buyers despite revenue growth.
Wayfair Sets Table for AI as Revenues Rise 5%
Home furnishings giant Wayfair is leaning into artificial intelligence (AI) amid an uptick in revenues. The company on Monday (Aug. 4) reported earnings showing revenue of $3.3 billion for the quarter, a 5% increase and Wayfair's strongest metrics in four years.
Wayfair Inc. (W) Q2 2025 Earnings Call Transcript
Wayfair Inc. (NYSE:W ) Q2 2025 Earnings Conference Call August 4, 2025 8:00 AM ET Company Participants Kate Gulliver - CFO & Chief Administrative Officer Niraj S. Shah - Co-Founder, Co-Chairman & CEO Ryan Barney - Corporate Participant Conference Call Participants Brian William Nagel - Oppenheimer & Co. Inc., Research Division Christopher Michael Horvers - JPMorgan Chase & Co, Research Division David Leonard Bellinger - Mizuho Securities USA LLC, Research Division Jonathan Richard Matuszewski - Jefferies LLC, Research Division Oliver Wintermantel - Evercore ISI Institutional Equities, Research Division Pedro Gil Garcia Alejo - Morgan Stanley, Research Division Peter Jacob Keith - Piper Sandler & Co., Research Division Operator Ladies and gentlemen, thank you for standing by.
Top Stock Movers Now: IDEXX, Wayfair, Berkshire Hathaway, and More
U.S. equities were higher at midday, bouncing back from Friday's employment report-related selloff, and on news the European Union would delay new tariffs on U.S. goods. The Dow Jones Industrial Average, S&P 500, and Nasdaq all rose.
Wayfair Stock Marks 52-Week Highs After Stellar Report
Retail stock Wayfair Inc (NYSE:W) was last seen up 7.3% at $69.96, earlier hitting a 52-week high of $73.79.
Compared to Estimates, Wayfair (W) Q2 Earnings: A Look at Key Metrics
The headline numbers for Wayfair (W) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cramer's Stop Trading: Wayfair
Jim Cramer breaks down why he's keeping an eye on shares of Wayfair.
Fast-paced Momentum Stock Wayfair (W) Is Still Trading at a Bargain
Wayfair (W) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
Wayfair (W) Tops Q2 Earnings and Revenue Estimates
Wayfair (W) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.47 per share a year ago.
Wayfair's stock surges as a sales beat points to a recovery in the furniture market
Shares of Wayfair were climbing toward the highest prices seen in more than year after earnings beat expectations.
Wayfair (W) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Wayfair (W) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
