Wayfair shares fall after Jefferies downgrade on soft holiday trends

Shares of online furniture retailer Wayfair Inc (NYSE:W) fell nearly 5% on Wednesday after Jefferies downgraded the stock to “Hold,” citing weakening web traffic, softer early holiday demand and fading buying intent among consumers. Jefferies said it had turned more cautious after reviewing third-party traffic and survey data that pointed to a slower start to the peak shopping season.

Proactive Investors • Dec 3, 2025

Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Seeking Alpha • Dec 2, 2025

Cyber Monday Shopping Hits Record. Why Spending Picture is Mixed For E-Commerce Stocks.

Amazon stock was higher as data showed strong growth for spending on Black Friday and Cyber Monday.

Investors Business Daily • Dec 2, 2025

Why Is Wayfair (W) Up 8.6% Since Last Earnings Report?

Wayfair (W) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Nov 27, 2025

Q3 Earnings Season: 2 Big Winners

The Q3 reporting period has been another round of positivity, with growth remaining strong and a solid number of companies exceeding consensus expectations.

Zacks Investment Research • Nov 25, 2025

Wayfair: Why You Should Not Buy The Stock In The Current Market

Wayfair delivered strong quarterly results with 8% revenue growth, improved margins, and increased new orders despite a challenging consumer environment. W faces significant headwinds from weak U.S. consumer sentiment, a sluggish housing market, and declining active customer numbers. Valuation for W appears stretched, trading at a premium on P/S and P/CF metrics, with insufficient top line growth to justify the price.

Seeking Alpha • Nov 20, 2025

These 15 stocks are still showing momentum — and a market-beating edge

“Big mo” stock strategies have lost their advantage, but these companies display relative strength.

Market Watch • Nov 20, 2025

StubHub, Wayfair and Marks Electrical probed over 'misleading prices and illegal pressure selling'

The UK competition watchdog has launched enforcement action against eight companies, including Viagogo, BSM driving school, Wayfair Inc (NYSE:W, NYSE:) and Marks Electrical Group PLC (AIM:MRK), over misleading prices and illegal pressure selling online. A major consumer protection initiative was launched by the Competition and Markets Authority (CMA) using new powers granted by the Digital Markets, Competition and Consumers Act that was passed into law last year.

Proactive Investors • Nov 18, 2025

2 Companies Enjoying Surging Sales Momentum

The 2025 Q3 earnings cycle continues to roll along, with growth rates remaining strong and a nice number of companies exceeding expectations. And these copmpanies have revealed accelerating sales growth rates.

Zacks Investment Research • Nov 18, 2025

Bank of America highlights 5 stocks that can run up post earnings

Bank of America has identified several stocks that it believes are well-positioned following the latest earnings season, citing strong fundamentals and attractive entry points across multiple sectors. The Wall Street investment bank named companies such as Palantir Technologies, Wayfair, Intapp, Diamondback Energy, and AerCap Holdings as standout opportunities.

Invezz • Nov 8, 2025