Wayfair Inc.

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | November 13, 2024 Premium

Earnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside Earnings

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 10, 2024, including Amazon, Coty, Ralph Lauren, Qurate Retail and Wayfair, among others.

Store Tracker | November 7, 2024 Premium

US Store Tracker Extra, October 2024: Drugstore Chains Drive Total Closed Space to 99 Million Square Feet

Store closures announced by CVS Health, Ulta Beauty, Walgreens Boots Alliance and others will drive total closed retail space in 2024 to nearly 99 million square feet in the US. Read about the latest store openings and closures as of the end of October 2024, including their square-footage impact.

Deep Dive | October 18, 2024 Premium

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season

Where, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

Store Tracker | October 4, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 40: UK Store Closures Surpass 1,000

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Dobbies, Hallmark, Rally House and WHSmith, among other major retailers.

Deep Dive | September 24, 2024 Premium

Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights

Where and what are home and home-improvement shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on home and home-improvement retail.

Insight Report | August 27, 2024 Premium

Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This Week

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies.

Insight Report | August 5, 2024 Premium

Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and More

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others.

Insight Report | July 8, 2024 Premium

1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic Resilience

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | May 7, 2024 Premium

Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.

Store Tracker | May 1, 2024 Premium

US Store Tracker Extra, April 2024: Ross Stores To Open 2+ Million Square Feet of Retail Space

Ross Stores announced that it plans to open more than 2 million square feet of retail space in 2024. Explore the details of its recently announced store opening plan and discover other US retailers’ store closure and opening announcements from April 2024, including their square-footage impact.

Store Tracker | April 19, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 16: 7-Eleven Announces Over 200 Store Openings and Closures

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from 7-Eleven and Tesco, among others.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | February 27, 2024 Premium

Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair.

Insight Report | January 3, 2024 Premium

3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday Quarter

In our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period.