智通财经APP获悉，华尔街金融巨头高盛集团在最新发布的一份美国电商行业研究报告中，系统性地分析了全球关税政策升级对美国电商行业的多维度冲 击，重点聚焦终端需求变化与美国关税政策之下的电商成本传导机制。高盛研究团队基于宏观经济模型、历史周期对比(2007-2009年金融危机参照)以及高频 数据跟踪，预判2025Q1与Q2电商板块面临关税成本带来的盈利预期下行风险，但结构性的投资机遇存在于未来消费者们愈发向服务性质的消费转移以及电 商龙头平台的强大业绩韧性，这些颇具弹性的电商股有望大幅跑赢美股大盘——标普500指数。 在美股市场，多数电商股，以及零售类股票自4月以来持续面临抛售，大幅跑输标普500指数，并且美国金融市场出现史上罕见的"股债汇三杀"，主要逻辑在 于全球资金对于美元资产的持有信心因特朗普关税政策带来的宏观经济层面巨大不确定性，以及特朗普政府欲罢免鲍威尔威胁到美联储独立性而大幅削减， 加之多数投资者押注特朗普激进的进口商品关税政策带来的通胀卷土重来趋势，可能令近年来因通胀持续高企而钱包捉襟见肘的美国消费者们愈发削减支 出。 密歇根大学消费者调查数据显示，消费者信心指数创下自2022年6月以来的最低水平， ...

Core Insights - The "Trump Tariff Losers" index increased by over 2.4%, reaching 78.18 points, despite a cumulative decline of 0.3% from Monday to Thursday, indicating a V-shaped recovery trend [1] Company Performance - Dollar Tree saw a significant rise of 8.1% on Thursday [1] - Five Below experienced an increase of approximately 7.7% [1] - Wayfair's stock rose by over 5.8% [1] - Gap's shares increased by over 4.9% [1] - Nike's stock went up by over 4.1% [1] - Best Buy saw an increase of over 3.9% [1]

Wayfair's biggest event of the year delivers unbeatable deals up to 80% off and new deals dropping every 24 hours to help shoppers make the most of every home updateBOSTON, April 17, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE:W), the destination for all things home, today announced that its annual Way Day will kick off on Saturday, April 26 at 12 a.m. ET. The global three-day sale is Wayfair's biggest event of the year. Way Day runs online and in-stores for Wayfair, AllModern, Birch Lane, and Joss & Main, with ...

BofA Securities analyst Justin Post noted Thursday that President Donald Trump announced a 90-day pause on reciprocal tariffs, keeping the 10% baseline in place. Per Trump, the pause comes after 75-plus countries called U.S. officials to negotiate trade agreements, even as he hiked tariffs on Chinese imports to 125% in response to China's 84% rate on U.S. goods.The Nasdaq jumped over 12% as investors recalibrated tariff and recession fears. Talks are underway with key Asian partners like Vietnam (tariff at ...

File: workers at the Maxport factory, which makes activewear for various textile clothing brands, in Hanoi. Nhac Nguyen | Afp | Getty ImagesRetailers and brands have turned to Vietnam to manufacture goods from sneakers to couches while moving some or all production out of China.For years, China's southern neighbor became a popular alternative for companies trying to avoid the crossfire of U.S. trade tensions with Beijing. Now, as President Donald Trump expands his tariff targets, they can no longer steer cl ...

BOSTON, April 2, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE:W), the destination for all things home, today announced it will release financial results for its first quarter ending March 31, 2025 before the opening of the market on May 1, 2025.Wayfair will host a conference call at 8 a.m. ET on Thursday, May 1 to review results. Investors and participants can register for the webcast in advance here.The call will also be available via dial-in here. The archived webcast will be available shortly after the call a ...

Wayfair (W) shares have plunged 45.5% in the trailing 12 months, underperforming the Zacks Retail-Wholesale sector’s appreciation of 13.7% and the Zacks Internet - Commerce industry’s return of 22.4%. The company’s underperformance can be attributed to a combination of factors impacting its profitability and growth. Macroeconomic headwinds, including fluctuations in consumer spending and inflationary pressures, have strained the company’s financial performance. Additionally, as Wayfair expands international ...

Core Insights - Wayfair Inc. has launched a new program called Wayfair Verified, aimed at simplifying the online shopping experience for home products by providing a trusted seal of approval for high-quality items [1][3] - The program is designed to enhance customer confidence by ensuring that products are rigorously evaluated for quality and value, making it easier for shoppers to make informed decisions [3][4] Product Evaluation Process - Each Verified product undergoes a five-step evaluation process, which includes: 1. **Packaging & Assembly Assessment**: Evaluation of packaging, assembly experience, legal compliance, and instruction clarity [5] 2. **Comprehensive Quality Audit**: Inspection against category-specific criteria to ensure quality and verify accuracy of product details [5] 3. **Qualitative Quality Review**: Hand testing of each item for comfort, material feel, stability, and overall satisfaction [5] 4. **Value Determination**: Assessment of inspection results against price to ensure products meet a high all-in value threshold [5] 5. **Verified Treatment**: Creation of custom product videos and content to highlight key features of Verified items [5] Company Overview - Wayfair generated $11.9 billion in net revenue for the year ended December 31, 2024, and is headquartered in Boston, Massachusetts, with global operations [6]

Core Insights - Wayfair is expanding its retail strategy by opening a new large-format store in Atlanta, following the successful launch of its first store in Wilmette, IL, in May 2024 [1][2] - The Wilmette store has significantly contributed to sales growth in Illinois, which increased more than 15% faster than the national average since the store's opening [1] - The Atlanta store aims to provide a seamless shopping experience, bridging online and in-store convenience, with items available for immediate purchase and fast delivery for larger items [3] Store Details - The new Atlanta store is located at 1801 Howell Mill Rd NW within The District at Howell Mill, a prominent shopping center in Atlanta's Upper Westside neighborhood [3] - The store's location offers easy access for local shoppers and visitors, being situated along I-75 and close to key areas like Buckhead, Midtown, and downtown Atlanta [3] Company Overview - Wayfair generated $11.9 billion in net revenue for the year ended December 31, 2024, and is headquartered in Boston, Massachusetts [5] - The company offers a wide range of home products through its various brands, catering to different styles and budgets [5][7]

Core Viewpoint - Wayfair Inc. is facing significant challenges due to a potential recession in the U.S., with its stock down 43% over the past year and over 20% in 2025, making it a target for short sellers [1][2]. Company Performance - As of March 10, Wayfair's stock is trading near its 52-week low, with an RSI indicating it is oversold, suggesting a potential opportunity for long-term investors willing to endure short-term volatility [2]. - The company experienced a revenue decline of 1.27% year-over-year, but its full-year revenue of $11.85 billion is still 30% higher than its 2019 revenue [11]. Market Challenges - The housing market poses a significant challenge, with a shift in consumer spending from merchandise to experiences, leading to a contraction in demand for home furnishings [3]. - Homebuilders are eager to construct new homes, but they face hurdles related to interest rates and inflation, which could impact the housing supply [4]. Recent Developments - On March 7, Wayfair announced layoffs of 340 employees from its technology team and plans to close its Technology Development Center in Austin, Texas, following the completion of modernization initiatives [5]. - The company is conducting a $700 million private offering of senior secured notes, with some proceeds allocated for buying back outstanding convertible senior notes and general corporate purposes [6][7]. Business Model Insights - Wayfair operates primarily as an online retailer, with only a few outlet stores, and the online furniture sales segment is expected to grow at a compound annual growth rate of around 8.5% through the decade [8]. - The company offers brand-name items at lower prices, which is particularly appealing in a market where consumers are looking to stretch their dollars further [9]. Analyst Ratings and Forecasts - Analysts have a consensus Moderate Buy rating on Wayfair stock, with a 12-month price target of $56.81, indicating a potential upside of 66.27% [10]. - Despite some analysts lowering their price targets, others have reiterated Buy ratings and raised their targets, reflecting mixed sentiment in the market [12].