Wayfair vs. Overstock Pre-Earnings Report

By Jeremy Scott, Director of Research

Find out how the return to the office is impacting the online home giants Wayfair and Overstock ahead of earnings report announcements. Both companies continue on a downward path in 4Q21, and shipping delays and supply chain issues also remain part of the problem. 

  • Traffic to Wayfair’s aggregated checkout pages, a historically strong indicator of overall growth in Direct Retail Revenue, decelerated slightly again in 4Q21.
  • Both Wayfair and Overstock have lost U.S. Desktop Visits Share over the past 3 and 12-month periods to Amazon Home and Lowe’s.

Access the complete pre-earnings report with additional digital insights on both companies’ online marketing strategies, their partners’ engagement, and Wayfair’s B2B strategies.

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Jeremy Scott is the Director of Research for Similarweb’s Investor Solutions. Prior to Similarweb, Jeremy was a Director and Senior Research Analyst at Mizuho covering Food, Restaurants & Delivery. He has worked in similar roles at CLSA and Morgan Stanley. Jeremy brings nearly a decade of sell-side experience to Similarweb and specializes in building robust predictive models for complex industries in order to generate investment opportunities for clients. He is a graduate of Lafayette College and a CFA charter holder.

Jeremy Scott

Director or Research, Similarweb Investor Analytics