Company profiles · Losers & Avoid

Wayfair (W): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Last close · Oct 30$115.91 +11.7% since report
Report price · Aug 28, 2026 close$103.76
Market cap$14.2B
52-wk rangen/a
DividendNo payout history

Why it’s on the map

Imported furniture faces 25% §232 (upholstered) or 50% §338 (other Canadian furniture); thin margins.

Government money & contracts

None.

Customers & commercial

Online furniture.

Catalysts

Q3.

Risk

Rallied in Jan on the 232 delay — the 50% with no USMCA off-ramp reverses that.

Tariff durability

Loser.

Dividend
None
No payout history

Wayfair does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →