1334 ET - UBS expects Wayfair's value proposition to shine given recent investments and continued efforts to right-size cost structure. The analysts say in a research note that the moves could drive "a powerful P&L inflection ahead." As for the impact of higher tariffs on Chinese goods, the analysts say the company is in a better position than other traditional home furnishings players. UBS estimates 50% to 60% Wayfair's sales are sourced from China. Since it has a marketplace model, the analysts say Wayfair should be able to pass along any incremental costs from tariffs to the consumer through higher retail prices. They also point out that Wayfair's large vendor base of over 20,000 suppliers would allow it to shift its source of supply to other companies outside of China. Wayfair rises 3.1%. (sabela.ojea@wsj.com; @sabelaojeaguix)
(END) Dow Jones Newswires
February 13, 2025 13:35 ET (18:35 GMT)
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