Zacks Investment Research·21h ago
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Wayfair Inc.(W)Earnings, Financials & Key Ratios
W•NYSE
$93.25
Price updated Jul 7, 2026
AboutWayfair Inc. engages in the e-commerce business in the United States and internationally. The company provides approximately thirty-three million products for the home sector under various brands. It offers online selections of furniture, décor, housewares, and home improvement products through its sites, including Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold brands. The company was founded in 2002 and is headquartered in Boston, Massachusetts.Show more
- Revenue$12.46B+5.1%
- EBITDA$322M+535.1%
- Net Income-$313M+36.4%
- EPS (Diluted)-2.42+39.5%
- Gross Margin30.22%+0.2%
- EBITDA Margin2.58%+514.0%
- Operating Margin0.14%+103.5%
- Net Margin-2.51%+39.5%
W Price & Volume
Wayfair Inc. (W) stock price & volume — 10-year historical chart
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Structural Margin Constraints Challenge Wayfair's Solvency Outlook
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:High customer acquisition costs
Key Thesis Takeaways
- Wayfair faces a precarious path to profitability as its drop-ship model maintains a rigid 30% gross margin ceiling while operating income remains near zero.
- The company's reliance on heavy advertising spend to drive revenue growth, which fluctuated between -2.0% and 8.1% over the last ten quarters, creates significant earnings volatility.
- Investors should remain cautious given the persistent negative equity position of $2.8 billion and the high debt load of $3.6 billion that threatens long-term financial stability.
Verdict Logic
the company's structural inability to generate consistent GAAP net income, evidenced by a $105 million loss in 2026Q1, combined with a negative equity position, presents an unfavorable risk-reward profile.
W Growth Metrics
Wayfair Inc. (W) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years18.67%
5 Years-2.51%
3 Years0.65%
TTM6.8%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM14.57%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM18.25%
Return on Capital
10 Years-46.55%
5 Years-34.21%
3 Years-31.8%
Last Year1.42%
W Recent Earnings
Wayfair Inc. (W) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.26+0.0%
$0.26
Rev
$2.9B+1.5%
$2.9B
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$0.85+32.8%
$0.64
Rev
$3.3B+1.1%
$3.3B
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$0.70+52.2%
$0.46
Rev
$3.1B-5.4%
$3.3B
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.87+141.7%
$0.36
Rev
$3.3B+10.1%
$3.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.26vs $0.26+0.0% | $2.9Bvs $2.9B+1.5% |
| Q1 2026 | Feb 19, 2026 | $0.85vs $0.64+32.8% | $3.3Bvs $3.3B+1.1% |
| Q4 2025 | Oct 28, 2025 | $0.70vs $0.46+52.2% | $3.1Bvs $3.3B-5.4% |
| Q3 2025 | Aug 4, 2025 | $0.87vs $0.36+141.7% | $3.3Bvs $3.0B+10.1% |
Based on last 12 quarters of dataView full earnings history →
Latest W News
Recent stock market news and headlines for Wayfair Inc. (W)
Zacks Investment Research·21h ago
3 Stocks to Buy as Broker Ratings Upgrade Signals Growth PotentialUNFI, ROK and W stand out as broker rating upgrades and upbeat earnings expectations signal growth potential amid uneven market gains.
Newsfile Corp·1 day ago
Spartan Metals' Past Producing Rees Tungsten Mine delivers 6.76% and 8.48% WO3 and Reinforces the Eagle Project's Expanding Tungsten PotentialVancouver, British Columbia--(Newsfile Corp. - July 7, 2026) - Spartan Metals Corp. (TSXV: W) (OTCQB: SPRMF) (FSE: J03) ("Spartan" or the "Company"), an exploration and development company focused on tungsten in the western United States, is pleased to announce assay results from recent sampling conducted at its past producing Rees Tungsten Mine ("Rees" or "Mine") located within the Rees Claims at its 100% owned Eagle Project, Nevada (Figure 1). Highlights: Rock chip samples from inside the Mine assayed at 6.76% and 3.75% tungsten trioxide ("WO") 3 , which are among the highest tungsten grades reported at the Eagle Project Historic United States Bureau of Mines (USBM) sampling1 from within the Mine returned 8.48%, 1.50%, 0.83%, and 0.83% WO 3 Historic USBM surface sampling1 at Rees returned 3.40%, 1.80%, and 1.46% WO 3 Historic production records1 detail approximately 1,306 Short Ton Units (stu) or 1,185 Metric Ton Units (mtu) at an average grade of 3.51% WO 3 was shipped in 1954 and 1955 The Rees Tungsten Mine is the third past producing tungsten mine at the Eagle Project where Spartan has validated reported historic tungsten grades that are in excess of 1% WO 3 , which suggests potentially significant tungsten endowment across the Eagle Project Initial results confirm past producing grades and further support the belief that the Eagle Project represents one of the highest-grade tungsten districts in the United States Brett Marsh, Spartan's President and CEO, stated, "The assay results from within the Rees Tungsten Mine are particularly exciting as they include some of the highest tungsten grades reported by Spartan Metals at the Eagle Project to date.
Zacks Investment Research·1 day ago
All You Need to Know About Wayfair (W) Rating Upgrade to Strong BuyWayfair (W) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Zacks Investment Research·1 day ago
Best Momentum Stock to Buy for July 6thCDNL, BBCP and W made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 6, 2026.
Peers Comparison
Key metrics vs top competitors for Wayfair Inc. (W)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $93.25 | $12.27B | -38.53 | 5.11% | -2.51% | — | — | |
| $163.70 | $3.09B | 25.94 | 8.14% | 3.01% | 515.43% | — | |
| $222.49 | $26.2B | 25.17 | 1.24% | 13.81% | 53.29% | — | |
| $5.57 | $403.2M | -3.95 | -25.12% | -5.76% | -32.39% | — | |
| $32.69 | $7.86B | 361.22 | 15.52% | 2.27% | 1.28% | — | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — |
Compare W vs Peers
Wayfair Inc. (W) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
W SEC Filings & Documents
Wayfair Inc. (W) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Mar 6, 2026·SEC
Material company update
Feb 19, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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W Frequently Asked Questions
Wayfair Inc. (W) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Wayfair Inc.'s revenue?
Wayfair Inc. (W) reported $12.66B in revenue for fiscal year 2025. This represents a 2006% increase from $601.0M in 2012.
How fast is Wayfair Inc. growing?
Wayfair Inc. (W) grew revenue by 5.1% over the past year. This is steady growth.
Is W profitable?
Wayfair Inc. (W) reported a net loss of $305.0M for fiscal year 2025.
Dividend & Returns
What is Wayfair Inc.'s free cash flow?
Wayfair Inc. (W) generated $456.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.