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Tariffs Hurt Williams-Sonoma More Than the Housing Market
Barrons.com24d agoneutral
Tariffs Hurt Williams-Sonoma More Than the Housing Market

Williams-Sonoma stock dropped on Wednesday even though the home specialty retailer delivered a beat-and-raise quarter in tough times for housing. The stock is up 25% this year, but down 11% from its all-time closing high of $251.78 on Aug. 7, according to Dow Jones Market Data. While other retailers are logging tariff refunds, Williams-Sonoma is feeling a sting.

Wayfair Q2 Earnings Call Highlights
MarketBeat41d agoneutral
Wayfair Q2 Earnings Call Highlights

Wayfair (NYSE:W) reported 7.5% year-over-year revenue growth in the second quarter of 2026, led by an 8.7% increase in its U.S. segment, as the online home-goods retailer said it continued to capture market share despite uneven consumer demand and subdued housing turnover. Chief Executive Officer N

Wayfair found growth where the housing market is weakest
TheStreet44d agoneutral
Wayfair found growth where the housing market is weakest

Wayfair (W) just posted the kind of quarter that should be impossible in today’s housing market. Existing-home sales fell 2.4% in June. Pending sales dropped 5.4%. Elevated mortgage rates and record home prices have kept many buyers from moving, cutting off a traditional source of demand for ...

Wayfair Sees Recovery in U.S. Furniture Demand; SpaceX Is Eyeing $1 Trillion in Revenue; P&G’s $3.8 Billion Bet
The Wall Street Journal45d agoneutral
Wayfair Sees Recovery in U.S. Furniture Demand; SpaceX Is Eyeing $1 Trillion in Revenue; P&G’s $3.8 Billion Bet

Wayfair CFO Kate Gulliver on signs of a rebound in the U.S.; Elon Musk outlined ambitious targets for SpaceX following its first-ever earnings report; Procter & Gamble will buy supplement company Thorne; plus, Portillo’s hires new CFO. Furniture and home improvement companies often offer good indicators for how the U.S. economy is performing, as those businesses reflect the sentiment of consumers and key discretionary spending behavior for items such as sofas, tables and decor.

Wayfair Sees Momentum as Stores, High-End Goods Draw Consumers
Bloomberg46d agoneutralVIDEO
Wayfair Sees Momentum as Stores, High-End Goods Draw Consumers

Kate Gulliver, CFO at Wayfair, said that the momentum the furniture company is seeing is the result of initiatives building up over time as Wayfair tries to improve the customer experience. Gulliver also discussed what kind of consumers are buying from Wayfair. She said that the company is seeing momentum from the higher-end consumer with the inclusion of a premium brand 'Perigold' and is drawing in new customers with brick-and-mortar stores.

Wayfair Swings to Loss on Lower International Sales, Despite U.S. Growth
The Wall Street Journal46d agoneutral
Wayfair Swings to Loss on Lower International Sales, Despite U.S. Growth

Wayfair had a mixed second quarter, as its U.S. business grew while international sales fell. Stripping out certain one-time items, adjusted per-share earnings were 95 cents, ahead of the 90 cents anticipated by analysts, according to FactSet. Analysts surveyed by FactSet had forecast revenue of $3.47 billion.

Wayfair stock rebound reveals a major furniture shift
TheStreet87d agoneutral
Wayfair stock rebound reveals a major furniture shift

Buying furniture has been a harder sell for retailers over the past few years. When mortgage rates are high and home sales slow, consumers feel stretched. That tends to make shoppers delay big home purchases. A couch, dining set, bed frame, or outdoor patio set can usually wait longer than ...

Wayfair Q1 Earnings Call Highlights
MarketBeat140d agoneutral
Wayfair Q1 Earnings Call Highlights

Wayfair (NYSE:W) reported first-quarter 2026 results showing year-over-year revenue growth and improved profitability, while executives emphasized continued market share gains in a home furnishings category they described as still under pressure. Management also highlighted progress in international