Wayfair posts first annual sales gain since 2020, outperforms overall furniture market
Original Report
Wayfair's growth comes during a challenging time for the furniture industry as tariffs, high interest rates and sluggish home sales are weighing on demand.
Glass House Analysis
Housing sits at the intersection of economic policy and the American Dream. For most families, their home represents their largest asset and their primary path to building generational wealth. When housing becomes unaffordable, the social fabric frays—young people delay family formation, workers can't relocate for better jobs, and communities lose the stability that comes from homeownership.
International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
While Wall Street is betting against software, retail investors have poured in — and done well
Retail investors have been a mighty force to start 2026 and they’ve not shying away from battered software stocks.
Walmart reports strong holiday growth, but earnings outlook falls short of estimates
It marks the first earnings report since new Walmart CEO John Furner took over in early February.