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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.

Moby summary of Wayfair Inc.'s Q2 2026 earnings call

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 Inc (W) posts best quarterly EBITDA margin since 2021, with US revenue up 8.7% and Perigold surging over 35% as the company's strategic initiatives drive sustained momentum.

The online home goods retailer beat Wall Street expectations on revenue and earnings as U.S. sales grew 8.7% year over year

Wayfair (W) delivered earnings and revenue surprises of +1.06% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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.

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 (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