Wayfair Inc.

Wayfair Inc.

W
Wayfair Inc.US flagNew York Stock Exchange
72.91
USD
+3.53
- -
9.62BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
13.02
26.04
26.87
39.78
54.27
75.77
98.99
147.61
131.81
115.26
105.29
96.35
97.32
97.56
Basic EPS, GAAP
-0.58
-2.97
-0.92
-2.29
-2.81
-5.63
-10.68
1.93
-1.26
-12.56
-6.47
-4
-2.45
-2.35
Free Cash Flow per Basic Share
0.26
-0.83
0.87
-0.77
-1.3
-1.53
-6.49
11.29
1.25
-10.68
-0.02
0.67
2.57
2.79
Dividend per Share
- -
0.78
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-2.71
-1.15
-1.62
-3.88
-6.7
-12.1
-22.4
-19.68
-18.74
-30.94
-35.25
-36.67
-37.68
-37.98
Tangible Book Value per Share
-2.85
5.91
2.85
0.88
-0.59
-3.73
-10.44
-12.62
-15.72
-24.2
-23.87
-22.5
-21.82
-21.9
Basic Weighted Avg Shares
70
51
84
85
87
89
92
96
104
106
114
123
128
130
Sales/Revenue/Turnover
916
1,319
2,250
3,380
4,721
6,779
9,127
14,145
13,708
12,218
12,003
11,851
12,457
12,658
Operating Margin (%)
-1.75
-11.2
-3.62
-5.8
-4.99
-6.98
-10.19
2.55
-0.6
-10.75
-6.12
-2.91
0.75
1.18
Depreciation Expense
13
22
32
56
87
124
192
286
322
371
417
387
305
291
Net Income, GAAP
-16
-148
-77
-194
-245
-504
-985
185
-131
-1,331
-738
-492
-313
-305
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
9.76
- -
- -
- -
- -
- -
11.76
Profit Margin (%)
-1.7
-11.23
-3.44
-5.75
-5.18
-7.44
-10.79
1.31
-0.96
-10.89
-6.15
-4.15
-2.51
-2.41
Working Capital
18
254
95
-80
77
117
-234
880
795
-139
-328
-493
-128
-487
LT Debt
- -
4
27
69
453
982
2,279
3,529
3,944
4,030
3,954
3,811
4,068
3,635
Total Equity
50
306
243
79
-48
-331
-944
-1,192
-1,619
-2,550
-2,707
-2,755
-2,782
-2,842
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
16.31
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
30.99
- -
- -
- -
- -
- -
-14.77
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
229
- -
LT Borrowings
2,748
3,233
2,931
LT Finance Leases
857
835
704
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
130
130
132
Market Capitalization
11,390
12,928
9,758

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
1,678
2,001
1,568
Cash, Cash Equivalents & STI
1,225
1,542
1,062
Accounts Receivable, Net
129
132
158
Inventories
70
71
78
Total Current Liabilities
2,254
2,129
2,055
Payables & Accruals
1,199
1,455
1,094
ST Debt
- -
229
- -
Deferred Revenue
- -
265
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
67.01%
20.45%
0.98%
Free Cash Flow
-515.19%
-1,022.44%
296.39%
Net Income, GAAP
89.05%
126.19%
-36.38%
Sales/Revenue/Turnover
21.12%
-2.38%
5.11%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2,729
3,117
2,884
3,121
11,851
2025
2,730
3,273
3,117
3,337
12,457
2026
2,931
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-2.07
-0.34
-0.6
-1.02
-4
2025
-0.89
0.12
-0.76
-0.89
-2.45
2026
-0.8
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Niraj S. Shah
Full Time Employees
12,100
Sector
Consumer Cyclical
Industry
Specialty Retail
Address
4 Copley Place Boston MA United States of America 02116
IPO Date
Oct 2, 2014
Business
Wayfair Inc. is a leading e-commerce company specializing in the retail of home goods and furniture, operating primarily through its online platform. The company offers a broad range of products including furniture; décor items; home improvement products; kitchen, dining, and bath accessories; outdoor furniture and equipment; and appliances. Wayfair’s inventory spans multiple branded product categories, featuring offerings from various suppliers and private labels. It serves residential consumers across the United States, Canada, and several international markets. Founded in 2002 and headquartered in Boston, Massachusetts, Wayfair positions itself as a comprehensive digital destination for home furnishings and related products. In the past 1-2 years, Wayfair has expanded its strategic footprint by enhancing its technology capabilities to improve customer personalization and delivery logistics. It has launched new product lines and service offerings to broaden its market reach, including subscription services and augmented reality tools for virtual interior design. The company also entered into strategic partnerships with logistics providers and manufacturers to optimize supply chain efficiency and accelerate delivery times. Additionally, Wayfair has invested in sustainability initiatives focused on reducing packaging waste and lowering its environmental footprint. There have been no recent name changes or mergers reported, but the company continues to evolve its business model towards enhanced customer experience and operational efficiency. These changes underpin Wayfair’s commitment to maintaining its leadership in the home goods e-commerce sector. Wayfair operates predominantly in the retail and e-commerce industry segment, targeting middle- to upper-income consumers seeking convenient, diversified home furnishing solutions. The company maintains an extensive digital platform infrastructure supporting product discovery, order processing, and customer service. Its geographical operations extend primarily across North America with growing presence in European markets. Wayfair’s business model leverages a virtual inventory system without owning most of the physical stock, relying on third-party suppliers and drop-shipping methods to fulfill orders. In summary, Wayfair Inc. is a Boston-based e-commerce retailer specializing in home goods and furniture, offering a wide array of products through a highly developed digital marketplace across North America and beyond. Recent strategic focus areas include technological enhancements, service innovation, supply chain partnerships, and sustainability efforts, all aimed at reinforcing its market position and customer satisfaction. Founded in 2002, Wayfair continues to adapt to evolving consumer preferences and competitive dynamics in the online home furnishings retail sector.

Company News

APIChat
  • Wayfair faces tougher second-half setup despite improving web traffics, says Jefferies

  • Wayfair Inc. (W) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

  • Wayfair Continues Nationwide Retail Expansion With New Cincinnati Store

  • Wayfair Continues Nationwide Retail Expansion With New Cincinnati Store

  • Wayfair Prices Offering of $400 Million Senior Secured Notes

  • Wayfair Announces Proposed Offering of $400 Million Senior Secured Notes

  • Wayfair Inc (W) Stock Down 7.4% but Still Overvalued -- GF Score: 67/100

  • Wayfair Shares Rise 1.4% on Solid Q1 Earnings and Growth in Customers

  • Wayfair: Strong Net Revenue Growth, But There Are Concerns Around Macro Environment (Rating Upgrade)

  • Perigold Partners with NBC's George to the Rescue and Designer Corey Damen Jenkins to Transform Boys & Girls Club

  • Wayfair Deploys AI and Influencers to Beat Furniture Slump

  • Wayfair: A Strategic Dip To Buy As Margins Rise (Upgrade)

  • Wayfair (W) Faces Challenges Despite Revenue Growth in Q1 Results

  • Wayfair Inc. (W) Q1 2026 Earnings Call Transcript

  • Major Indexes Eye Monthly Wins Despite Tech Tumble

  • Wayfair (W) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

  • Wayfair (W) Q1 Earnings Match Estimates

  • Wayfair Narrows Loss but Notes ‘Choppy' Year for Furniture

  • Wayfair Stock Tumbles After Earnings. Furniture Market Has a ‘Choppy' Start to 2026.

  • Wayfair Announces First Quarter 2026 Results, Reports Strong Share Capture and a Return to Active Customer Growth