Jefferies has downgraded Wayfair Inc (W) to a Hold rating from Buy, signaling increased caution regarding the company's future performance. This decision, effective December 2, 2025, comes as Wayfair navigates a competitive retail landscape amid fluctuating market conditions.
Wayfair, headquartered in Boston, Massachusetts, is an online home furnishing store employing 12,100 full-time staff. The company operates through its family of brands, including Wayfair, AllModern, and Birch Lane, among others. Its business model spans two segments: U.S. and International, with the U.S. segment primarily generating revenue through product sales on its domestic sites. The firm currently holds a market capitalization of $12.9 billion and has an earnings per share (EPS) of -2.55 for the trailing twelve months.
Upcoming earnings reports are scheduled for August 3, 2026, with an EPS estimate of $0.94 and revenue expected to reach $3.5 billion, and April 29, 2026, where the EPS estimate is $0.26 with projected revenue of $2.9 billion. Recent performance has shown volatility, with a notable EPS surprise of 58.5% in Q3 2025, reporting $0.70 against an estimate of $0.44.
Analyst ratings like this one offer insights but should be considered alongside other factors such as company fundamentals and industry trends. As new information emerges, ratings may evolve, reflecting the dynamic nature of the market.