Wayfair Q2 Earnings Preview: Analysts Expect Revenue of $3.12 Billion and EPS of 33 Cents

Wayfair Inc. is set to release Q2 earnings on Aug. 4, with analysts expecting EPS of 33 cents, down from 47 cents in the year-ago period, and revenue of $3.12 billion. Analysts have recently made changes to their forecasts, with JP Morgan's Christopher Horvers maintaining an Overweight rating and raising the price target from $48 to $75, and Wells Fargo's Zachary Fadem maintaining an Overweight rating and increasing the price target from $50 to $65.

Wayfair Inc. (NYSE: W) is set to release its Q2 earnings on August 4, with analysts expecting earnings per share (EPS) of 33 cents, down from 47 cents in the year-ago period, and revenue of $3.12 billion. The company has seen mixed results in recent quarters, with revenue growth stagnating while active buyers declined. Analysts have recently adjusted their forecasts, reflecting a cautious outlook on the company's performance.

JP Morgan analyst Christopher Horvers maintained an Overweight rating and raised the price target from $48 to $75 [2]. Wells Fargo analyst Zachary Fadem also maintained an Overweight rating and increased the price target from $50 to $65 [2]. These adjustments suggest that while analysts are optimistic about the company's long-term prospects, they are cautious about its short-term performance.

Wayfair's peers in the consumer internet segment have shown mixed results. Carvana, for instance, delivered year-on-year revenue growth of 41.9% in Q2 2025, while Amazon reported revenues up 13.3% [1]. Despite these mixed results, Wayfair has seen its share price rise by 18.5% over the last month, heading into earnings with an average analyst price target of $54.52 compared to the current share price of $65.20 [1].

Investors should closely monitor Wayfair's earnings report for any updates on its strategic initiatives, such as the upcoming 'Black Friday in July' event, which could impact its revenue growth. Additionally, the company's ability to manage its debt and interest costs will be a key factor in its financial performance [3].

References:
[1] https://finance.yahoo.com/news/wayfair-w-q2-earnings-expect-030138411.html
[2] https://www.benzinga.com/analyst-stock-ratings/price-target/25/08/46820354/wayfair-gears-up-for-q2-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts
[3] https://seekingalpha.com/news/4476673-wayfair-q2-2025-earnings-preview