Wayfair (W) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Company Overview - Wayfair (W) is anticipated to report a year-over-year decline in earnings of 27.7%, with expected earnings of $0.34 per share, while revenues are projected to increase by 0.4% to $3.13 billion for the quarter ended June 2025 [3][12]. Earnings Expectations - The earnings report is scheduled for release on August 4, and if the results exceed expectations, the stock may experience upward movement; conversely, a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 2.24% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Wayfair has an Earnings ESP of +5.41%, suggesting a higher likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 (Buy) [12]. - Historical performance shows that Wayfair has beaten consensus EPS estimates in two out of the last four quarters, with a notable surprise of +155.56% in the last reported quarter [13][14]. Industry Context - In the broader Zacks Internet - Commerce industry, Carvana (CVNA) is expected to report earnings of $1.1 per share, reflecting a significant year-over-year increase of 685.7%, with revenues projected at $4.57 billion, up 34.1% [18]. - Carvana's consensus EPS estimate has also been revised 2.2% higher, resulting in an Earnings ESP of +3.74%, indicating a strong likelihood of surpassing the consensus estimate [19].