Wayfair Stock News

Best Buy and Wayfair stock offer a healthy balance of risk and reward, JPMorgan said.

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

BOSTON , May 15, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced plans for its next large-format retail store in Yonkers, New York, set to open in early 2027. The news comes as the company celebrates the one-year anniversary of its inaugural large-format store in Wilmette, Illinois—a milestone that underscores Wayfair's growing success in physic...

The stock market is usually a pretty efficient mechanism for pricing in an economy's future expectations. In the case of the S&P 500, its mere size and liquidity usually give investors a pretty good gauge of where the future of the United States economy might be headed.

Wayfair (W -2.26%) sources a significant percentage of its products from China, which faces a massive tariff increase.

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 showed flat revenue, improved gross profit margins, and better-than-expected adj. EBITDA, but free cash flow remains negative. Positives include increased supplier ad spending, sourcing flexibility, and im...

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 segments like Germany, impacting international revenue, but U.S. revenue grew 1.6% y/y. The stock's valuation at 11.1x EV/FY25 adjusted EBITDA is cheap but balanced by operating risks and lack of immediat...

Wayfair Inc. (NYSE:W ) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Ryan Barney - Head of IR Niraj Shah - CEO, Co-Chairman and Co-Founder Kate Gulliver - CFO and Chief Administrative Officer Conference Call Participants Christopher Horvers - JPMorgan Jonathan Matuszewski - Jefferies Brian Nagel - Oppenheimer Ygal Arounian - Citi Michael Lasser - UBS Simeon Gutman...