Wayfair

W

Market cap $9.65B

Steven Conine sold 26,950 shares of Common Stock on Feb. 26, 2026, for a transaction value of ~$2.13 million, using a weighted average price of $78.86 per share. This sale represented 12.31% of Conine's aggregate direct and indirect holdings prior to the transaction.

Wayfair is making progress, with sales increasing and net losses improving. It's rolling out new projects, such as a rewards program and physical store locations.

MELI's fintech surge and Latin America dominance outshine W's rebound, positioning the e-commerce leader for stronger long-term upside.

Costco, Five Below, and Wayfair have bullish momentum on their side. Costco shares are up 16% in 2026, easily beating the market.

On the surface, the furniture and home furnishings retail sector ended 2025 on a positive note, with sales up 2.3%. But that gain was lackluster compared to core retail's 4% increase, excluding automotive, gasoline and food service.

Tariff uncertainty is back after U.S. President Donald Trump announced a new 15% duty following a Supreme Court ruling that struck down his broader levies last week.

Shares of Amazon, Etsy, Shopify and a number of other e-commerce retailers jumped Friday. The stocks climbed higher after the Supreme Court struck down most of President Donald Trump's sweeping global tariffs.

Wayfair Inc. (NYSE: W) reported upbeat fiscal fourth-quarter 2025 earnings on Thursday.

W posts Q4 earnings of 85 cents, topping estimates as revenues climb 6.9% Y/Y and margins expand on improved ad efficiency.

Wayfair: The Dip Makes This Furniture Giant More Attractive, But Wait Before Buying