Wayfair

W

Market cap $15B

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Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and many other obvious benefits. And recently, these three companies have been seeing precisely that.

Wayfair said Monday (Jan. 12) that it participated in the development of Google's Universal Commerce Protocol (UCP) for agentic commerce and will soon enable shoppers to check out directly from Wayfair without leaving Google during their research.

BOSTON, Jan. 12, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, is a foundational partner that co-developed Google's  Universal Commerce Protocol (UCP) , an open standard designed to enable more seamless, secure interactions between AI agents and retailers' platforms. "Wayfair is investing in AI‑powered discovery wherever our customers are—whether that is on our own app or across external AI platforms," said Fiona Tan, Wayfair's chief technology officer.

Wayfair stock and three others were in or near buy zones in Monday trades. The internet retailer's relative strength line is at a new high.

Kevin Simpson, founder and chief investment officer at Capital Wealth Planning, joins CNBC's "Halftime Report" to explain why he's buying Wayfair here.

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Barclays says Wayfair's technology "replatforming" combined with loyalty initiatives and marketing changes are driving gains.

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