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 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 a...
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 Inc. (NYSE:W ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Ryan Barney Niraj Shah - Co-Founder, Co-Chairman & CEO Fiona Tan - Chief Technology Officer Kate Gulliver - CFO & Chief Administrative Officer Conference Call Participants Jolie Wasserman - JPMorgan Chase & Co, Research Division Simeon Gutman - Morgan Stanley, Research Division Peter Keith - Piper San...
Wayfair shares rose by more than 21% on Tuesday after the online home goods retailer reported quarterly results that topped Wall Street expectations, buoyed by higher sales and improved cost discipline. The company said total net revenue climbed 8.1% year-on-year to $3.12 billion, surpassing analysts' forecast of $3.02 billion, according to LSEG data.
Wayfair's stock rallied toward a more than three-year high in early trading Tuesday as repeat customers helped the online retailer beat quarterly revenue expectations.
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