Wayfair/$W

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About Wayfair

Wayfair engages in e-commerce in the United States (88% of 2024 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with a handful of stores between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2024, the firm offered more than 30 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, as well as advertising and logistics services. Wayfair was founded in 2002 and began trading publicly in 2014.

Primary listing

NYSE

Employees

12,100

Wayfair Metrics

BasicAdvanced
$10B
-
-$2.40
2.93
-

What the Analysts think about Wayfair

Analyst ratings (Buy, Hold, Sell) for Wayfair stock.

Bulls say / Bears say

Second-quarter net revenue increased 5.0% to $3.27 billion, marking Wayfair's fastest growth rate since early 2021 when excluding the impact of its German exit (WSJ).
Wayfair returned to profitability with adjusted EPS of $0.87, far exceeding the $0.33 consensus and delivering net income of $15 million for the period (WSJ).
The company delivered $205 million in non-GAAP adjusted EBITDA with a margin over 6%, its best profitability since 2021, reflecting significant operating leverage (Barron's).
Active customers declined 4.5% year-over-year to 21.0 million, highlighting ongoing challenges in customer retention despite increased revenue (WSJ).
This quarter's earnings were boosted by customers accelerating purchases in anticipation of tariff-related price hikes, which could result in softer sales in coming quarters (Bloomberg).
International net revenue grew only 3.1% year-over-year, trailing U.S. growth of 5.3% and underlining weaker performance outside its home market (WSJ).
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2025.

Wayfair Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Wayfair Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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