Wayfair

W

Market cap $13.5B

Wayfair (W) reported earnings 30 days ago. What's next for the stock?

The Q3 reporting period has been another round of positivity, with growth remaining strong and a solid number of companies exceeding consensus expectations.

“Big mo” stock strategies have lost their advantage, but these companies display relative strength.

Wayfair delivered strong quarterly results with 8% revenue growth, improved margins, and increased new orders despite a challenging consumer environment. W faces significant headwinds from weak U.S. consumer sentiment, a sluggish housing market, and declining active customer numbers. Valuation for W appears stretched, trading at a premium on P/S and P/CF metrics, with insufficient top line growth to justify the price.

The 2025 Q3 earnings cycle continues to roll along, with growth rates remaining strong and a nice number of companies exceeding expectations. And these copmpanies have revealed accelerating sales growth rates.

The UK competition watchdog has launched enforcement action against eight companies, including Viagogo, BSM driving school, Wayfair Inc (NYSE:W, NYSE:) and Marks Electrical Group PLC (AIM:MRK), over misleading prices and illegal pressure selling online. A major consumer protection initiative was launched by the Competition and Markets Authority (CMA) using new powers granted by the Digital Markets, Competition and Consumers Act that was passed into law last year.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Bank of America has identified several stocks that it believes are well-positioned following the latest earnings season, citing strong fundamentals and attractive entry points across multiple sectors. The Wall Street investment bank named companies such as Palantir Technologies, Wayfair, Intapp, Diamondback Energy, and AerCap Holdings as standout opportunities.

BOSTON , Nov. 7, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced the appointment of Hal Lawton, president and CEO of Tractor Supply Company, to its board of directors, effective as of November 6, 2025. "Hal brings extensive leadership experience and a remarkable record of success in the retail industry, and we are excited to welcome him to our board," said Niraj Shah, co-founder, co-chairman and CEO of Wayfair.

BOSTON , Nov. 6, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced it will open its newest namesake retail location in Columbus, Ohio — one of the Midwest's fastest-growing metros — in late 2026. At approximately 70,000 square feet, or about half the size of previously announced Wayfair stores, the Columbus location will serve as the company's first prototype for a smaller-format model, designed to test new ways of bringing Wayfair's signature shopping experience to life.