Wayfair stock falls 8% after first-quarter earnings miss
Updated
Updated · Barron's · Apr 30
Wayfair stock falls 8% after first-quarter earnings miss
7 articles · Updated · Barron's · Apr 30
The retailer reported adjusted earnings of 26 cents a share, below FactSet consensus of 28 cents, while revenue rose 7.4% to $2.93bn, topping the $2.89bn forecast.
Chief executive Niraj Shah said Wayfair outperformed the home furnishings market by a high single-digit spread in a choppy start to the year.
The shares were down 27% in 2026 through Wednesday's close, though they had still gained 135% over the previous 12 months after rebounding from last year's furniture-sales slump.
In a weak housing market with rising tariffs, is Wayfair's promise of high future profitability a believable bet for investors?
Wayfair's sales beat estimates, yet its stock plunged. Is its pivot to physical stores a brilliant move or a critical error?
Can Wayfair’s AI and AR technology defend its market share against retail giants like Amazon and new fast-fashion rivals like Temu?