Accessibility StatementSkip Navigation BOSTON, Sept. 25, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced it will release financial results for its third quarter ending September 30, 2025 before the opening of the market on October 28, 2025. Wayfair will host a conference call at 8 a.m. ET on Tuesday, October 28 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 arc ...

Core Viewpoint - Wayfair's performance exceeded Wall Street expectations with a 5% sales growth in Q2, attributed to strategic investments in advertising, pricing, and website improvements, despite challenges from tariffs [1][3] Group 1: Company Performance - Wayfair's stock rating was upgraded from "Hold" to "Buy" by Gordon Haskett following strong earnings results, with the stock price rising over 12% to around $73 [1] - The company reported its best sales growth and profitability since the COVID-19 pandemic, indicating a potential recovery in the home improvement sector [1] - Gordon Haskett set a target price of $100 for Wayfair, suggesting a potential upside of 53% from its recent closing price [2] Group 2: Strategic Initiatives - Wayfair's multi-channel business expansion and the success of its high-end brand Perigold contributed significantly to its sales and profit growth [1] - The company's e-commerce model, which relies on over 20,000 suppliers and a "no-inventory drop shipping" approach, helps reduce costs while being sensitive to tariffs [3][4] - Wayfair's logistics strategy includes a self-built CastleGate logistics network and a "Middle-Mile" trucking network, which significantly reduces inventory pressure compared to competitors [4] Group 3: Market Position - Wayfair operates as a leading online home goods retailer in North America, competing with giants like Amazon and IKEA, and has seen rapid market share growth compared to its peers [3] - The company offers a diverse brand portfolio targeting various market segments, from mid-range to high-end products, enhancing its competitive advantage [4]

（原标题：?广告加码+多渠道发力 家居电商领军者Wayfair(W.US)获机构看涨至100美元） 来自Gordon Haskett 的分析师Chuck Grom表示："从宏观层面来看，家居装修行业似乎已趋于稳定。"他 补充表示，公司管理层将 Wayfair的优异业绩表现归因于在广告、定价策略以及线上购物网站改进方面 的加大投入，以及市场份额的大幅提升。 Wayfair电商平台模式通过20000+ 供应商"无库存直发"降低成本，但也对进口家具与家居饰品的关税高 度敏感;特朗普新一轮广泛加税、特别是对中国和东南亚家具的 25%-plus 关税，正压缩 Wayfair 已偏薄 的毛利率，并迫使其向高端自有品牌与多渠道物流加码提效以分散冲击，实际业绩证明这种策略有效对 冲关税带来的负面影响并实现超预期业绩增长。 多渠道业务扩张模式也是推动销售额与利润超预期增长的另一项战略进展，Wayfair旗下的高端家居品 牌Perigold亦功不可没。 Wayfair 不设实体门店，依靠算法驱动的"无尽货架"展示高达3300万件SKU，多品牌矩阵与资产轻供应 链乃该公司相比于同行最大优势。该公司主站 Wayfair覆盖大众中档价 ...

智通财经APP获悉，由于第二季度在特朗普政府关税重压下实现5%的销售额增长速度并意外录得GAAP 利润，总部位于美国的线上家居电商Wayfair(W.US)整体业绩表现超出华尔街预期，知名投资机构 Gordon Haskett 将其股票评级从"持有"(Hold)上调至"增持"。在强劲的超预期业绩推动下，Wayfair股价 截至周一美股收盘大涨超12%至73美元附近。 来自Gordon Haskett 的分析师Chuck Grom表示："从宏观层面来看，家居装修行业似乎已趋于稳定。"他 补充表示，公司管理层将 Wayfair的优异业绩表现归因于在广告、定价策略以及线上购物网站改进方面 的加大投入，以及市场份额的大幅提升。 多渠道业务扩张模式也是推动销售额与利润超预期增长的另一项战略进展，Wayfair旗下的高端家居品 牌Perigold亦功不可没。 Wayfair——美国家居电商平台领军者 Wayfair Inc. 是一家总部位于波士顿的纯线上家居电商，经营 Wayfair、Joss & Main、AllModern、Birch Lane 与 Perigold 五大品牌，主攻北美中高端家具、家居装饰与家电赛道。 ...