Wayfair(US:W) 智通财经网·2025-08-05 01:53Group 1 - Wayfair achieved a 5% sales growth in Q2 despite the pressure from tariffs, exceeding Wall Street expectations and recording GAAP profits [1] - Gordon Haskett upgraded Wayfair's stock rating from "Hold" to "Buy" and set a target price of $100, indicating a potential upside of 53% from the recent closing price [2] - The company's strong performance is attributed to increased investments in advertising, pricing strategies, and improvements in its online shopping platform, along with significant market share gains [1][3] Group 2 - Wayfair operates as a pure online home goods retailer with five major brands, focusing on the North American mid-to-high-end furniture and home decor market [3] - The company utilizes a "no-inventory drop shipping" model with over 20,000 suppliers, making it sensitive to tariffs, particularly the 25%+ tariffs on furniture from China and Southeast Asia [3][4] - Wayfair's logistics strategy includes a self-built CastleGate logistics system and a "Middle-Mile" trucking network, significantly reducing inventory pressure compared to competitors [4]