Wayfair Inc. (W)
RH, Wayfair slump as Trump announces furniture tariff investigation
US furniture stocks fell on Monday following President Donald Trump's announcement of a new tariff investigation on imported furniture. This investigation, set to be completed within 50 days, will determine tariffs on furniture imported into the United States from other countries at a yet-to-be-determined rate.
Wayfair (W) Is Attractively Priced Despite Fast-paced Momentum
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Wayfair (W) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Online Home Goods Retailer Soars to 52-Week High
Wayfair is rolling out new AI-powered features to create a more seamless experience for customers.
Wayfair: Rating Upgrade As The Business Continues To Outperform
Upgrading Wayfair to 'Buy' after 2Q25 results show clear inflection: revenue growth, margin expansion, and positive cash flow signal scalable profitability. W is gaining undeniable market share, leveraging tech upgrades, AI, and logistics to outperform a flat home category and pull ahead of competitors. Growth initiatives like CastleGate logistics, Wayfair Verified, and Rewards are driving conversion, supplier stickiness, and new high-margin revenue streams.
Wayfair: Significantly Overvalued Despite Strong Q2 2025 Results
Wayfair's +5% net revenue growth in Q2 2025 was quite good, and it mentioned strong Q3 2025 QTD results too. I have thus increased my estimate of Wayfair's adjusted EBITDA from $530 million to $660 million for 2025. Further mid-single digit net revenue growth could increase this to $800 million in 2026.
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.
