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1月6日 - ** 韦德布什将在线家具零售商Wayfair 的评级从 "跑赢大盘 "下调至 "中性"。
** 券商认为Wayfair在2025年重新加快放缓的份额增长的空间有限;还指出,鉴于该公司对进口产品的高风险敞口和对价格敏感的大众市场客户群,关税带来了下行风险
** 尽管家居用品行业的比较容易(),但 "我们预计增长略低于趋势,原因是下半年住房增长前景加权、消费者购买大件耐用消费品的信心减弱以及可能的关税带来的下行风险"--Wedbush 分析师 Seth Basham
** Wedbush将奢侈品家具零售商RH 列入其最佳观点名单,原因是该公司在新画廊方面的努力、在中国的有限风险敞口以及受通胀影响较小的富裕客户群。
** Wayfair 的股价在 2024 年下跌了 28%,而 RH 则上涨了 35
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