<div id="readability-page-1"><div>Increasing concerns over a US economic slowdown (or just a reminder a hard landing is still possible) triggered a broad selloff in global stocks overnight and into the US premarket session.Investors' anxieties soared late Thursday afternoonfollowing dismal earnings reports fromAmazon and Intel.Corporate earnings have so farindicated that US consumers are struggling, and it seems only a matter of time before Goldman Sachs advises clients to short stocks withthe highest exposure to high-income consumers, already telling clients to shortlow- and mid-income consumer stocks in recent months.Highlighting comments from Wayfair CEO Niraj Shah, an earnings press release on Thursday stated, &#34;Customers remain cautious in their spending on the home, and our credit card data suggests that the category correction now mirrors the magnitude of the peak to trough decline the home furnishing space experienced during the great financial crisis.&#34;In an interview with CNBC,Wayfair CFOKate Gulliver warned,&#34;We see declines that are similar to the declines that we saw in that 2008 to 2010 period and I think what that speaks to is that the category has been going through just a massive correction, a correction that we've previously only seen during a GDP recession.&#34;Gulliver continued, &#34;Obviously we're not technically in a GDP recession as a country right now, and so this is somewhat a unique thing to this category … we've seen that kind of recession-like correction in the category over the last few years.&#34;Separately, Goldman'sScott Feiler told clients this AM, &#34;The big topic all of a sudden the &#34;last few days&#34; is around the health of the consumer.&#34;Feiler said, &#34;The slowdown has broadened out and picked up further in June/July, led by a lot of bellwethers. That alone should not be a huge debate. The debate should be intensity and whether it's priced in.&#34;As forWayfair's second-quarter earnings report, Goldman'sEric Sheridan said, &#34;Wayfair produced disappointing topline results as revenue declined nearly -2% YoY with demand softening through the quarter despite a successful Way Day in early May (up DD% vs. 2023) as consumers proved increasingly price sensitive and pulled back further outside of promotional events.&#34;Sheridan said, &#34;We reiterate our Neutral rating and reduce our price target from $67 to $54 mainly from lower operating estimates.&#34;<img height="303" width="500" src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/2024-08-02_08-53-32.png/query-aXRvaz1GaFRSQTdhZg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/2024-08-02_08-53-32.png/query-aXRvaz1GaFRSQTdhZg"/>Meanwhile, darkening clouds continue to gather over the US economy following this AM's payroll report, which shows a big slowdown in employment and a higher unemployment rate, so much so that recession risks are rising.</div>Loading...</div>

Wayfair 高管警告称，家居商品行业出现放缓，将其与 2008 年金融危机相提并论。由于对美国经济放缓的担忧以及亚马逊和英特尔发布的令人失望的收益报告，全球股市出现抛售潮。Wayfair 的首席财务官表示，消费者在家居商品上的支出下降与衰退期间类似，尽管该国并未处于 GDP 衰退中。高盛也强调消费者健康状况是一个主要关注点

Wayfair 高管警告家居用品市场放缓类似 2008 年全球金融危机