Wayfair Navigates Tariff Volatility Amid Flat Sales, Margin Improvement

From Barchart: 2025-05-09 15:46:00

Wayfair (NYSE:W) reported Q1 CY2025 revenue of $2.73 billion, beating analyst estimates. The non-GAAP profit per share was $0.10, significantly above expectations. The company’s active customers decreased by 1.2 million year on year. Wayfair emphasized operational flexibility and supplier partnerships in a challenging market. Management highlighted the competitive pricing maintained through global suppliers. The company exited the German market to focus on high-return areas. Cost control and efficiency improvements led to reduced expenses. Future performance will focus on supplier partnerships, cost discipline, and advertising revenue growth. Analysts questioned management on holiday demand, pricing strategies, and tariff impacts. Key drivers for future performance include tariff adaptation, advertising services expansion, and cost control. StockStory will monitor CastleGate logistics, supplier advertising, and cost optimization in upcoming quarters.

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