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W — Ruslan Averin's Analysis · 2 entries

  1. Wayfair Jumped 19% on a Quarter Nobody Expected From Online Furniture
    ·5 min read

    Wayfair Jumped 19% on a Quarter Nobody Expected From Online Furniture

    Ruslan Averin on Wayfair's Q2 2026: a near-19% single-day gain on an earnings beat, and why the home goods category is the one to read it against.

  2. Wayfair (W) Is Gaining Share in a Brutal Category — And Rate-Cut Hopes Are Helping
    ·3 min read

    Wayfair (W) Is Gaining Share in a Brutal Category — And Rate-Cut Hopes Are Helping

    W rose with the home-and-retail group on easing-rate hopes. Behind it: market-share gains, a first large-format store, and a loyalty push. Here is how I read the move.