Wayfair and Carvana are gaining market share in the challenging eCommerce industry. U.S. eCommerce sales grew 9.8% in the first quarter of 2026 over the prior year, reaching about 16.9% of total retail sales, but the pace has moderated amid macroeconomic and geopolitical pressures. Wayfair has trimmed its cost structure and posted a first-quarter EBITDA margin of 5.2%, its best in five years, while Carvana reported a 40% jump in unit volumes, marking its sixth straight quarter of 40%-plus growth. Both companies remain sensitive to interest rates, but analysts expect continued growth, with Wayfair shares up 59.6% over the past year and Carvana shares down 5.2%.
Carvana CoCarvana reported a 40% jump in unit volumes, its sixth straight quarter of 40%-plus growth, indicating strong demand.
Wayfair IncWayfair posted its best EBITDA margin in five years at 5.2%, reflecting improved cost structure and profitability.
Caesars Entertainment Corporation