Wayfair (W) Soars to New High on Strong Q3 Revenue

Core Viewpoint - Wayfair Inc. has experienced significant stock performance, reaching a new 52-week high due to strong revenue growth in Q3, indicating robust consumer demand despite potential challenges from import tariffs [1][2]. Financial Performance - Wayfair's stock price increased by 23.22% to close at $106.52 after hitting an intra-day high of $108.44 [2]. - The company reported an 8% revenue increase in Q3, totaling $3.117 billion, up from $2.884 billion in the same quarter last year [2]. - Revenue from the US market rose by 8.6% to $2.7 billion, while international revenue grew by 4.6% to $389 million [3]. Profitability and Loss - Despite the revenue growth, Wayfair's net loss widened by 34% to $99 million, compared to a loss of $74 million in the same period last year [3]. - CEO Niraj Shah described the third quarter as a "great success," emphasizing the company's strong contribution margin and fixed cost discipline as factors driving profitability [4].