Wayfair (W) Is Up 5.5% After Q3 Earnings Beat and Strong Holiday Outlook Has the Bull Case Changed?

Wayfair reported third-quarter 2025 non-GAAP earnings of US$0.70 per share, significantly higher year over year and above estimates, with revenue growth in both the U.S. and international markets. The company's strong operating results were accompanied by robust Black Friday promotions and a positive holiday sales outlook, despite the recent exit from the German market. We'll explore how Wayfair's better-than-expected quarterly results and holiday season optimism affect its long-term...