J P M O R G A N North America Equity Research 05 August 2026 Wayfair Flywheel Accelerating; Remain Overweight, But Removing From Analyst Focus List Considering the Run PM's Take: The Flywheel Is Working with Long-Term Share Potential Expanding. Overall, W reported strong results with sales beating estimates (US +8.7% vs. +6.1% Consensus Metrix) as the company continues to reap the rewards of rising online penetration (see our 100+ page Retail vs. AMZN report) alongside improvements in pricing, speed, and av ...