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Wayfair's results defy anemic housing market, treacherous tariff landscape -- analysts Oct. 29, 2025 11:07 AM ETWayfair Inc. (W) StockBy : Amy Thielen, SA News Editor Comments A modest improvement in the home furnishings market and a volatile trade environment isn’t holding back Wayfair (W) from solid revenue gains and a substantial improvement in profits as the company’s adoption of AI-fueled searches, speedy deliveries, and a popular loyalty Quick Insights Wayfair is leveraging AI-powered search, rapid delivery, and a loyalty program to drive revenue and profit growth, independent of market recovery or tariffs. Wayfair's AI investments are expected to bring revenue growth, operational efficiencies, and cost reductions that may impact all P&L line-items over several years. Analysts have upgraded Wayfair's rating and price targets, citing strong execution, AI leadership, and potential for improved valuation and stock upside. Recommended For You More Trending News
