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Wayfair Inc. W

Consumer Cyclical — Internet Retail
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
228.35
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 6 6 2 5 4 4 3 — — 1 2 3
Insider Ownership
16.92%

Capital & Financial Ratios

Market Cap
14,110.00
Revenue
12,904.00
Net Income
(321.00)
Free Cash Flow
562.00
Net Debt
1,654.00
Current Ratio
0.74
Debt/Equity
(1.00)
P/E ratio
0.00
P/S ratio
1.05
P/B ratio
0.00
Past 5Y EPS Growth
17.83%
This Y EPS Growth
9.14%
Next Y EPS Growth
37.17%
Next 5Y EPS Growth
25.02%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 ‡‡‡‡‡
2025 ‡‡‡‡‡
2024 ‡‡‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,351.00 1,372.00 1,542.00 1,143.00
Receivables 140.00 155.00 132.00 184.00
Inventory 75.00 76.00 71.00 84.00
Other — — — —
1,855.00 1,877.00 2,001.00 1,685.00
2023 2024 2025 Q'26
Payables 1,234.00 1,246.00 1,202.00 1,317.00
ST’ Debt — — — —
Other 949.00 1,124.00 927.00 951.00
2,183.00 2,370.00 2,129.00 2,268.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡ ‡‡‡ ‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 2,931.00 3,519.00 — —
—
’25 2,730.00 3,273.00 3,117.00 3,337.00
12,457.00
’24 2,729.00 3,117.00 2,884.00 3,121.00
11,851.00
’23 2,774.00 3,171.00 2,944.00 3,114.00
12,003.00
’22 2,993.00 3,284.00 2,840.00 3,101.00
12,218.00
’21 3,478.00 3,857.00 3,121.00 3,252.00
13,708.00
’20 2,330.06 4,304.67 3,839.57 3,670.70
14,145.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (52.00) 360.00 — —
—
’25 (96.00) 273.00 155.00 202.00
534.00
’24 (139.00) 245.00 49.00 162.00
317.00
’23 (147.00) 217.00 121.00 158.00
349.00
’22 (226.00) (115.00) (431.00) 98.00
(674.00)
’21 177.00 275.00 (131.00) 89.00
410.00
’20 (256.29) 1,135.25 331.03 207.01
1,417.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (77.00) 334.00 — —
—
’25 (101.00) 260.00 128.00 177.00
464.00
’24 (152.00) 222.00 32.00 142.00
244.00
’23 (181.00) 180.00 91.00 111.00
201.00
’22 (266.00) (168.00) (474.00) 48.00
(860.00)
’21 153.00 250.00 (160.00) 66.00
309.00
’20 (316.25) 1,090.41 289.53 167.32
1,231.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (0.80) (0.01) — —
—
’25 (0.89) 0.11 (0.76) (0.89)
(2.44)
’24 (2.06) (0.34) (0.60) (1.02)
(4.01)
’23 (3.22) (0.41) (1.40) (1.49)
(6.47)
’22 (3.04) (3.59) (2.66) (3.26)
(12.54)
’21 0.16 1.14 (0.75) (1.92)
(1.26)
’20 (3.04) 2.54 1.67 0.23
1.86

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 28.11 29.51 37.35 20.41 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 197.77 90.71 76.18 114.92 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15,745 14,400 13,500 12,800 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.78 0.83 0.88 0.97 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12,218.00 12,003.00 11,851.00 12,457.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 27.96% 30.55% 30.16% 30.22% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1,319.00) (729.00) (482.00) (304.00) ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (10.80%) (6.07%) (4.07%) (2.44%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1,331.00) (738.00) (492.00) (313.00) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 379.00 425.00 396.00 314.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 115.26 105.29 96.35 97.32 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ (12.54) (6.47) (4.01) (2.44) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (6.36) 3.06 2.58 4.17 ‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.75) (1.30) (0.59) (0.55) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (8.11) 1.76 1.98 3.63 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (24.06) (23.75) (22.40) (21.73) ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 106.00 114.00 123.00 128.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡ 0.00 0.00 0.00 0.00 ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.28 0.56 0.46 1.03 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 0.00 0.00 0.00 0.00 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.45 0.77 0.66 1.23 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (6.34) 46.10 31.90 33.12 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (674.00) 349.00 317.00 534.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (186.00) (148.00) (73.00) (70.00) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (860.00) 201.00 244.00 464.00 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (139.00) (328.00) (493.00) (128.00) — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,262.00 3,092.00 2,882.00 3,233.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,984.00 1,741.00 1,510.00 1,691.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2,550.00) (2,707.00) (2,755.00) (2,782.00) — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (32.66%) (20.92%) (14.19%) (9.07%) ‡‡‡‡‡ — —
ROA
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 0.00% 0.00% 0.00% 0.00% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 63.85% 28.08% 18.02% 11.31% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Wayfair Inc. (W) exemplifies the volatile arc of e-commerce disruptors, surging from its 2014 IPO on pandemic-fueled home goods demand—revenue exploding 319% to $14.15 billion in 2020—before post-COVID headwinds like inflation, high rates, and store returns drove declines to $11.85 billion in 2024. Shares mirrored this rollercoaster, peaking at $369 in 2021 then crashing 92% to $28 lows in 2022, now stabilizing in the low $80s amid cost-cutting that slashed headcount 19% and lifted revenue per employee back toward pre-bust peaks.

Profitability edges toward recovery, with narrowing losses (-$492 million in 2024 vs. -$1.33 billion in 2022), expanding gross margins to 30.2%, and positive free cash flow ($1.98 per share) enabling debt reduction from $3.62 billion peaks. Analysts forecast modest revenue rebounds (5-6% annually through 2027), breakeven EBT by 2026, and net profits of $181 million, implying 40% average upside—yet heavy insider selling ($249 million) and persistent negative book value signal caution in a fragile consumer environment.

This inflection point echoes historical growth-stock resets, where operational leanness meets macro revival; watch 2025 sales and housing trends for confirmation of a sustainable comeback.

Read full commentary →

Wayfair Inc. (W) Latest News

News by impact score

Fine-tune

18 Sep

3 www.mediapost.com, 12:22 PM
Wayfair automates its large-scale shift in advertising strategy to optimize digital marketing spend and performance across channels. Automating ad strategy pivot may improve marketing efficiency and cost control but is unlikely to fundamentally alter Wayfair's overall trajectory.

15 Sep

4 , 10:04 AM
Three catalysts surfaced for Wayfair Inc. in a single mid-September afternoon, triggering immediate market reactions and potential shifts in the company's operations and investor outlook. Three simultaneous catalysts point to major strategic or market developments capable of significantly redirecting Wayfair's trajectory.

3 Sep

3 , 11:30 AM
Wayfair Inc. (W) shares declined 12.1% since the latest earnings report. Post-earnings drop signals negative market reaction to results and outlook.

14 Aug

4 www.thestreet.com, 1:17 PM
US consumers are changing how they buy furniture, with potential effects on online retailers such as Wayfair. Evolving US furniture buying patterns could significantly shift Wayfair's sales trajectory and competitive standing.

4 , 8:43 AM
Wayfair’s physical retail stores are emerging as a growth engine, shifting the company beyond its core online model toward broader retail expansion. Physical retail growth diversifies Wayfair’s revenue streams and strengthens its competitive position in home goods.

3 , 1:18 PM
Bernstein upgraded Wayfair to Outperform and raised its price target. Analyst upgrade signals positive sentiment shift that may lift shares but remains limited in scope.

13 Aug

4 , 4:09 PM
Wayfair reports earnings surge, with analysis questioning if stock remains a bargain amid performance gains. Wayfair earnings surge holds potential to reshape company performance outlook and investor views.

12 Aug

3 , 11:33 PM
Wayfair's Q2 earnings call featured five notable analyst questions covering sales trends, cost management, competitive positioning, and future guidance. Analyst questions from earnings calls surface key investor concerns that can moderately shift sentiment around Wayfair's near-term outlook.

3 www.mediapost.com, 11:24 AM
Wayfair Inc. records biggest stock gains since COVID while expanding its operational footprint. Stock gains reflect positive sentiment and footprint expansion supports moderate operational growth.

11 Aug

4 transcript www.fool.com, 1:14 PM
Wayfair Inc. (W) held Q2 2026 earnings call covering financial results, operations, and outlook. Q2 2026 earnings call delivers financial results and guidance that can significantly shift Wayfair stock and investor sentiment.

3 , 12:22 PM
Wayfair expected to capture more market share and boost profitability amid recovering home furnishings sector, Oppenheimer reports. Analyst projection signals positive outlook likely to lift near-term investor sentiment for Wayfair.

9 Aug

3 transcript www.marketbeat.com, 11:04 AM
Wayfair Inc. discussed Q2 financial results, operational metrics, and forward outlook during its earnings call. Quarterly earnings updates provide financial metrics that can shift short-term investor sentiment without altering long-term trajectory.

6 Aug

3 businessofhome.com, 2:00 PM
Wayfair reported Q2 results that beat forecasts, prompting questions on whether profitability is near. Q2 earnings beat may lift near-term sentiment and valuation without shifting long-term competitive position.

3 www.independent.co.uk, 12:28 PM
Wealthy buyers are shifting purchases to Wayfair Inc., driving higher profits for the furniture retailer despite ongoing national economic concerns. Rising profits from affluent customers point to improved financial results that may moderately support stock performance.

5 Aug

4 , 11:33 AM
Wayfair Inc. posted Q2 earnings surpassing estimates, driven by robust U.S. demand and increased market share. Q2 earnings beat on U.S. demand and market share gains signals strong performance likely to boost investor confidence and stock price.

3 www.thestreet.com, 8:37 PM
Wayfair Inc. has identified growth opportunities in regions experiencing the weakest housing market conditions. Wayfair's ability to grow amid weak housing markets signals resilience that may modestly support future performance and sentiment.

3 www.barchart.com, 9:51 AM
Wayfair stock rose 57% over the past year with analysts forecasting further gains. Analyst forecasts of sustained stock increases may moderately shape near-term investor sentiment and valuation.

3 www.retail-insight-network.com, 5:10 AM
Wayfair narrows quarterly loss on strong US revenue growth. Narrowed losses and US revenue growth directly affect reported financial performance and near-term market sentiment.

3 , 3:14 AM
Wayfair posted Q2 revenue gains that lifted its stock 22.8 percent despite swinging to a small loss, with the move raising questions on whether the prior bull case has changed. Q2 revenue growth and resulting stock reaction point to moderate short-term effects on performance and sentiment without shifting core trajectory.

4 Aug

4 app.moby.co, 9:07 PM
Wayfair Inc. Q2 2026 earnings call covered quarterly financial results and company outlook. Quarterly earnings calls deliver performance metrics and guidance that move stock prices and investor views.

4 , 8:25 PM
Wayfair (W) shares rally 30 percent as sales growth hits post-pandemic high. Post-pandemic sales peak drives 30 percent stock rally and strengthens growth outlook.

4 , 3:21 PM
Wayfair Inc. (W) stock surged 29% following reported revenue growth. Revenue growth triggered a 29% stock surge, signaling stronger financial performance likely to shift investor sentiment and company trajectory.

4 , 3:02 PM
Wayfair Inc posted record EBITDA margin and accelerating growth in Q2 2026 earnings call. Record EBITDA margin and accelerating growth indicate major profitability gains likely to lift valuation and investor outlook.

4 , 10:19 AM
Wayfair Inc. shares rally as higher-end brands spur company growth. Higher-end brand growth drives share rally with significant effects on Wayfair trajectory and investor sentiment.

3 www.fool.com, 6:11 PM
Wayfair Inc. (W) stock rose today on positive developments affecting the company. Stock price increase signals short-term positive market reaction without indicating major long-term shifts.

3 , 3:33 PM
Wayfair reports growing momentum as physical stores and high-end goods attract more consumers, supporting retail performance gains. Consumer shifts toward stores and premium products point to moderate effects on Wayfair sales and positioning.

3 , 1:36 PM
Wayfair Inc. second-quarter results beat expectations on strong revenue momentum, driving shares sharply higher. Positive quarterly beat with revenue growth signals improved performance and supports near-term stock gains but does not indicate structural change.

3 stocktwits.com, 11:54 AM
Wayfair Inc. (W) stock heads for its biggest one-day gain in over six years after strong Q2 results, with CEO citing best post-COVID US revenue growth. Strong Q2 earnings and record US revenue growth boost near-term financial outlook and sentiment without fundamentally shifting long-term trajectory.

3 www.proactiveinvestors.com, 11:29 AM
Wayfair quarterly earnings beat driven by accelerating US sales and specialty brand growth. Quarterly beat with accelerating sales signals moderate positive momentum for operations and sentiment without indicating major strategic changes.

3 , 10:30 AM
Wayfair Q2 earnings metrics cover revenue, margins, customer orders and growth rates, outlining the company's financial results and operational performance in home goods retail. Q2 earnings metrics directly shape assessments of Wayfair's revenue trajectory and profitability outlook.
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