Wayfair And IKEA Plan U.S. Store Expansion Even As Home Furnishings Retail Remains Challenged

On the surface, the furniture and home furnishings retail sector ended 2025 on a positive note, with sales up 2.3%. But that gain was lackluster compared to core retail's 4% increase, excluding automotive, gasoline and food service.

Forbes • 8 hours ago

Stocks to watch as Trump's new tariffs spell more uncertainty

Tariff uncertainty is back after U.S. President Donald Trump announced a new 15% duty following a Supreme Court ruling that struck down his broader levies last week.

Reuters • Feb 23, 2026

Amazon, Etsy, other e-commerce stocks pop after Supreme Court rules against Trump's tariffs

Shares of Amazon, Etsy, Shopify and a number of other e-commerce retailers jumped Friday. The stocks climbed higher after the Supreme Court struck down most of President Donald Trump's sweeping global tariffs.

CNBC • Feb 20, 2026

These Analysts Revise Their Forecasts On Wayfair After Q4 Results

Wayfair Inc. (NYSE: W) reported upbeat fiscal fourth-quarter 2025 earnings on Thursday.

Benzinga • Feb 20, 2026

Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y

W posts Q4 earnings of 85 cents, topping estimates as revenues climb 6.9% Y/Y and margins expand on improved ad efficiency.

Zacks Investment Research • Feb 20, 2026

Wayfair: The Dip Makes This Furniture Giant More Attractive, But Wait Before Buying

Wayfair: The Dip Makes This Furniture Giant More Attractive, But Wait Before Buying

Seeking Alpha • Feb 20, 2026

Wayfair posts first annual sales gain since 2020, outperforms overall furniture market

Wayfair returned to annual growth for the first time since 2020, posting $12.5 billion in 2025 sales. The online furniture business beat Wall Street expectations on the top and bottom lines, helped by rising order volumes and stronger customer acquisition.

CNBC • Feb 19, 2026

Wayfair returns to growth as value shoppers fuel online demand

Wayfair has returned to annual sales growth after several years of decline, reflecting how consumers are adjusting their furniture spending in a challenging economic environment. The online retailer reported stronger performance in 2025 as shoppers increasingly prioritised affordability.

Invezz • Feb 19, 2026

Wayfair earnings beat overshadowed by customer growth concerns

Wayfair Inc (NYSE:W) posted fourth quarter revenue growth that exceeded Wall Street expectations, but saw its shares drop about 11% amid concerns over customer growth. For Q4, Wayfair reported net revenue of $3.34 billion, slightly above the $3.3 billion expected by analysts, representing a 6.9% increase from the prior year.

Proactive Investors • Feb 19, 2026

Wayfair Loss Narrows as Revenue Rises on U.S. Growth

Wayfair narrowed its fourth-quarter loss as revenue rose, driven by the growth of its business in the U.S.

WSJ • Feb 19, 2026