Wayfair Facing Potential Risks to H2 Results From Tariff-Led Inflation, RBC Says

MT Newswires Live

Jul 24, 2025

Wayfair (W) face potential risk to its H2 results as tariff-led inflation could impact consumer demand for furniture and home furnishings, RBC Capital Markets said in a note Wednesday.

"Due to anticipatory inventory building ahead of tariffs and import lead times, tariffed goods are just starting to land now, which means the impact to consumer prices will primarily hit in Q3 and beyond," RBC said.

For Q2, RBC said it expects Wayfair's net sales to be flat and in line with consensus, though a slight beat could be possible given the company's extended WayDay promotion and improved consumer confidence. The investment firm said it also expects a flat gross margin for Q2.

Wayfair is set to release its Q2 results on Aug. 4.

RBC Capital Markets has a sector perform rating on Wayfair, with a $25 price target.

Price: 63.43, Change: +0.60, Percent Change: +0.95

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The investment firm said it also expects a flat gross margin for Q2.</p><p>Wayfair is set to release its Q2 results on Aug. 4.</p><p>RBC Capital Markets has a sector perform rating on Wayfair, with a $25 price target.</p><p>Price: 63.43, Change: +0.60, Percent Change: +0.95</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4178","symbol_name":"家庭装饰零售","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2553278113","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553278113","pubTimestamp":1753370488,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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The investment firm said it also expects a flat gross margin for Q2.Wayfair is set to release its Q2 results on Aug. 4.RBC Capital Markets has a sector perform rating on Wayfair, with a $25 price target.Price: 63.43, Change: +0.60, Percent Change: +0.95","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4178":"家庭装饰零售","BK4122":"互联网与直销零售","W":"Wayfair","BK4524":"宅经济概念","BK4561":"索罗斯持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓"},"translate_title":"加拿大皇家银行表示，由于关税主导的通胀，Wayfair面临下半年业绩的潜在风险","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"W":1},"content_text":"Wayfair (W) face potential risk to its H2 results as tariff-led inflation could impact consumer demand for furniture and home furnishings, RBC Capital Markets said in a note Wednesday.\"Due to anticipatory inventory building ahead of tariffs and import lead times, tariffed goods are just starting to land now, which means the impact to consumer prices will primarily hit in Q3 and beyond,\" RBC said.For Q2, RBC said it expects Wayfair's net sales to be flat and in line with consensus, though a slight beat could be possible given the company's extended WayDay promotion and improved consumer confidence. The investment firm said it also expects a flat gross margin for Q2.Wayfair is set to release its Q2 results on Aug. 4.RBC Capital Markets has a sector perform rating on Wayfair, with a $25 price target.Price: 63.43, Change: +0.60, Percent Change: +0.95","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}