Revenue was fine, customers came back, orders looked good. But earnings missed by two cents and the stock dropped 12%. Management says home goods are having a "choppy" start to the year. Category is the problem, not the company, but that doesn't make... — read more 

Wayfair remains at the mercy of unpredictable tariffs, which could change on a whim with considerable impact. I suspect the positive outlook stems from new AI shopping features, but how substantive are they? I worry we're forgetting to scrutinize... — read more 

Again. What are the benefits of these tariffs anyway? All I’ve been seeing is higher prices for consumers and extra headaches for businesses trying to stay afloat. Now that the tariffs are pushed back, the stock pops immediately. Feels like a win for... — read more 

I’m really torn about holding Wayfair right now. Those tariffs on imports could hit profits hard, and with supply chain headaches plus people maybe tightening their wallets, it’s a shaky ride. Stock’s bounced a bit lately, but I keep asking myself is... — read more 

I came across a recommendation to buy, based on the assumption that homes have become so expensive that people would rather invest in upgrading their home furnishings. That sounds pretty questionable to me. I also don’t know to what extent Wayfair’s... — read more 

Nobody is checking for W. I would never recommend this stock to anyone. They continuously show everyone their disappointing performance and I doubt that in the future this will change for the better. I say to avoid W like the plague and look for... — read more 

I've just saw a note on Barrons that they are considering Google and Wayfair as 'buy' companies - I guess now is the time to jump in. What they do not tell you is that the stock is at an all time high level and that the market has been going up for a... — read more