The insight: The US is mired in the “worst housing market in almost 50 years,” RH CEO Gary Friedman said during the company’s Q1 earnings call, as high housing costs and economic uncertainty chill demand.
Our take: With the sluggish housing market showing few signs of improvement, retailers must lean into any pockets of opportunity they find. For RH, that’s burnishing its luxury credentials and pushing deeper into hospitality, while Wayfair is leaning on its diverse supplier base. The resilient pro market is another area companies should look to take advantage of as they try to ride out the downturn.
Article
| Jun 13, 2025
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Wayfair to open a 150,000-square-foot store in Atlanta: The retailer’s physical stores act as three-dimensional billboards, driving sales by keeping the brand front-of-mind.
Article
| Mar 21, 2025
Amazon, Target, Walmart, and Wayfair launch spring sales: Retailers are likely to lean on tentpole events to drive cost-conscious shoppers to spend.
Article
| Mar 20, 2025
Wayfair is in a tough spot: A weak housing market and economic headwinds are shifting consumers’ focus away from home furnishings.
Article
| Feb 20, 2025
Chart
| Mar 1, 2025
Source: The Home Depot
Wayfair pivots from Germany to focus on physical retail: The country’s challenging economic climate is one reason the retailer is reallocating resources to areas with better long-term potential.
Article
| Jan 13, 2025
The number of US homes changing hands is incredibly low: That poses a challenge to housing-related retailers like Wayfair.
Article
| Nov 1, 2024
Wayfair, Amazon’s October sales events delivered outsize results: The home furnishings retailer’s sales were up nearly 46% compared with the prior 4-week average, while Amazon’s sale drove a 26% lift.
Article
| Oct 23, 2024
Wayfair is actively testing the impact of increased ad load on conversion, highlighting its focus on turning media into a scalable, high-margin revenue stream. Early results: US consumers’ rush to buy home furnishings before tariffs caused prices to rise, helping Wayfair deliver strong results in Q1.
Article
| May 1, 2025
Wayfair is already featuring back-to-school essentials on its homepage, and Target is spotlighting trend-forward backpacks. Amid rising macroeconomic headwinds, shoppers are expected to follow suit. Wayfair, for example, anticipates back-to-school traffic will begin to pick up this month, with peak activity typically running from late June through mid-August, per Retail Brew.
Article
| Jun 9, 2025
Wayfair.
Report
| Mar 19, 2025
Wayfair.
Report
| Jun 30, 2025
Case in point: Wayfair is expanding its footprint after its Illinois sales grew 15% faster than the national average after it opened a store just north of Chicago in May 2024. Harry & David, after shuttering stores in 2020, has returned with pop-ups and a new permanent location on Long Island, with an eye toward opening more stores this year.
Article
| Apr 17, 2025
At the same time, many furniture retailers—including Wayfair and RH—are reliant on Vietnam and China for sourcing, leaving them (and their customers) vulnerable to tariffs. The toy industry is also vulnerable. Asia is a popular manufacturing destination for Crayola, Hasbro, Mattel, and Funko.
Article
| Apr 3, 2025
Chart
| Nov 1, 2024
Source: The Home Depot
Case study: Take Wayfair, for example, which has been increasing its ad spending. The home furnishings retailer said its advertising expenses rose 5% YoY in 2024. Advertising spending equaled 12.4% of the company’s net revenues last year, up from 11.6% the year before—highlighting how even established furnishings players are investing more just to maintain visibility and drive sales.
Article
| Apr 16, 2025
In this report, we’ll contextualize retailers’ Q3 revenues across four key verticals: department stores (Kohl’s, Macy’s, Nordstrom); home (Home Depot, Lowe’s, Wayfair); mass merchants (Amazon, Target, Walmart); and off-price (Burlington, Nordstrom Rack, Ross Stores, TJX). Kohl’s and Macy’s relevance fades as shoppers go upscale or off-price.
Report
| Dec 11, 2024
Wayfair. Wayfair released a new AI-powered app called Muse, designed to help shoppers visualize furniture and decor in their homes. The app allows users to enter prompts like "Moody 1920s-style living room" and generates scenes featuring Wayfair products.
Article
| Mar 4, 2025
Wayfair laid off 340 tech workers, as it downsizes in response to the difficult market for furniture and home goods. Saks Global will lay off 5% of its corporate employees following its merger with Neiman Marcus, in addition to job losses related to its decision to close the latter’s flagship Dallas store.
Article
| Mar 7, 2025
US retail marketplace ecommerce sales will grow 11.4% to reach $428.30 billion this year, per our forecast. Because Amazon (73.4%) and eBay (8.2%) will rake in the majority of those sales, smaller marketplaces like Shein, Michaels, and Wayfair are getting creative and taking the battle for sales in-store.
Article
| Apr 22, 2024
Retail job cuts pile up: Even as Macy’s, Wayfair, and Stitch Fix cut staff, other retailers have good reason to feel optimistic about 2024.
Article
| Jan 19, 2024
TikTok and Meta continue to diverge on social commerce strategies, Pinterest teams up with Wayfair on a data clean room test, and YouTube introduces unskippable ads.
Article
| Jun 16, 2023
Tighter economic climate forces companies to focus on profitability: The paradigm shift away from long-term bets has driven changes everywhere from Amazon to Wayfair to Sweetgreen.
Article
| Mar 6, 2023
That could create even worse headaches for retailers like Wayfair and Best Buy that rely on discretionary spend. Our take: The frozen housing market will eventually thaw. In the meantime, housing-related companies should take proactive steps to position themselves for future growth.
Article
| Jan 27, 2025