Wayfair Inc. (W) Ayfair Inc. Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

Wayfair Inc. (NYSE:W ) ayfair Inc. Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 2:35 PM EDT Company Participants Niraj Shah - Co-Founder, Co-Chairman & CEO Kate Gull...

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, le...

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...

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. ...

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 downg...

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 quar...

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 Av...

Wayfair Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Wayfair Inc. W will release earnings results for the second quarter before the opening bell on Monday, Aug. 4.

Options Action: Could Wayfair be the next meme stock?

Mike Khouw, OpenInterest.Pro chief strategist, joins 'Fast Money' to explain why online furniture retailer Wayfair could reach meme stock status.

Wayfair to Open Third Large-Format Physical Retail Location in 2027

A year after opening its first large-format physical retail location, Wayfair said it plans to open its third such store in early 2027.

Wayfair: Cloudy Near-Term Demand Outlook Outweighs Other Positives

I maintain a Hold rating on Wayfair due to solid execution and improving fundamentals, but near-term macro volatility and limited visibility hinder upside potential. Wayfair's Q1 2025 results showe...

Wayfair: Lacking Growth, But This Company Is Managing Tariffs Well

Wayfair's logistics expertise and cost focus have led to margin gains despite flat revenue, but declining active buyers and tariff risks remain concerns. The company has shut down unprofitable segm...

Wayfair (W) Q1 Earnings and Revenues Beat Estimates

Wayfair (W) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of a loss of $0.18 per share. This compares to loss of $0.32 per share a year ago.

Wayfair Set to Report Q1 Earnings: What's in the Cards for the Stock?

W's Q1 results are likely to have benefited from CastleGate and targeted ad spend. However, its German exit is expected to have pressured revenues.

Wayfair: Making Incremental Cost Improvements In A Flat Revenue Environment

Wayfair reported slightly better than expected Q4 2024 net revenues, with +0.2% growth. Spending on advertising was higher, though, so its adjusted EBITDA and free cash flow were slightly lower tha...


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