Active Customers

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Customer service and merchant fees

Advertising

Selling, operations, technology, general and administrative

Customer service center impairment and other charges

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Wayfair

Wayfair, Inc. engages in an online home furnishing store. It operates through the U.S. and International segments. The U.S. segment consists of amounts earned through product sales through the company's five distinct sites in the U.S. and through websites operated by third parties in the U.S. The International segment is composed of earnings through product sales in international sites. The company was founded by Steven K. Conine and Niraj S. Shah in May 2002 and is headquartered in Boston, MA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Wayfair reports strong Q4 performance amidst cost efficiency focus

Wayfair's Q4 performance showed strong revenue and order growth, with a focus on cost efficiency and customer loyalty.
While facing challenges in Asia and negative EBITDA, the company is optimistic about maintaining market share gains.
Reinvesting savings, reactivating customers, and managing ad expenses present growth opportunities for Wayfair.
Overall, Wayfair's operational improvements and customer-centric approach position it well for future success.

Wayfair reports Q1 revenue decline but improves margins and savings

Wayfair's Q1 2023 performance showed a revenue decline but improved margins and cost savings. The company's strengths include margin improvements, customer focus, and operational efficiencies. Challenges include revenue decline, market competition, and balancing profitability with investments. Opportunities exist in revenue growth, advertising efficiency, and inventory management for future growth.

Wayfair excels in Q2 with market gains and operational efficiencies

Wayfair's Q2 2023 performance reflects strong financial results, with positive EBITDA, revenue growth, and margin improvement driven by operational efficiencies.
The company's market share gains, customer satisfaction metrics, and strategic investments position it well for continued growth and competitive positioning.
Challenges in customer behavior trends and cost pressures require ongoing management, while opportunities in technology investments and market dynamics offer avenues for future success.
Balancing profitability with growth initiatives and operational optimizations will be key for Wayfair to navigate evolving market conditions and drive sustainable performance.

Wayfair reports positive Q3 results, focuses on growth strategies

Wayfair's Q3 performance reflects positive financial metrics and strong customer engagement. The company is navigating challenges in a volatile macro environment while focusing on cost efficiency and growth opportunities. By leveraging repeat customer behavior and strategic initiatives, Wayfair aims to maintain market share and drive profitability.

Wayfair reports robust Q4 earnings, eyes growth amidst challenges

Wayfair's strong performance in Q4 2023 showcased growth in revenue, active customers, and financial flexibility despite industry challenges.
The company's focus on customer loyalty, cost efficiency, and organizational changes positioned it for future growth and margin improvement.
Challenges like demand pressure and competition from Asian e-commerce players exist, but Wayfair sees opportunities in investments, cost savings, and loyalty programs.
Overall, Wayfair's strategic initiatives and financial improvements set a positive outlook for 2024 despite short-term revenue challenges.

Wayfair reports Q1 revenue decline but eyes market share growth

Wayfair's Q1 2024 performance showed revenue decline but positive customer growth and EBITDA margin. The company focuses on brand evolution, customer engagement, and expense control for profitability. Opportunities lie in market share capture, international growth, and margin benefits from scale and industry concentration.

Wayfair reports best quarter in 3 years, faces post-Way Day challenges

Wayfair's Q2 2024 performance showed improvements in EBITDA and free cash flow, but faced challenges post-Way Day. The company is focusing on market share growth, profitability, and cost efficiency to navigate macroeconomic conditions.

Wayfair reports resilient Q3 performance, introduces loyalty program for growth

Wayfair's Q3 2024 earnings call highlighted strong performance in market share capture and adjusted EBITDA margin, despite challenges in consumer spending patterns. The introduction of the Wayfair Rewards loyalty program and focus on customer loyalty and cost efficiency underscore the company's strategic priorities.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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Shorting stocks is still a viable strategy for experienced investors who are active in the stock market. Here is a look back at the most shorted stocks of December 2022.

Looking Back At The 10 Most Shorted Stocks Of December 2022

BOSTON--( BUSINESS WIRE )--Wayfair (NYSE:W), one of the world's largest destinations for the home, announced today that its business program, Wayfair Professional, is entering into a year-long brand partnership with Lyndsay Lamb and Leslie Davis of Lamb & Co. This integrated partnership aims to showcase how Lamb and Davis utilize Wayfair Professional to power their business, renovations, and design work for Lamb & Co. The twin sisters, who are best known for co-hosting HGTV's “Unsellable Houses,” are also multi-business entrepreneurs, and top-producing real estate agents with a passion for home design, renovation, and staging.

Wayfair Professional Launches Year-Long Partnership with Lamb & Co.

Etsy

These fallen stars have the competitive edge to bounce back.

2 Growth Stocks Down 60% to 91% That Are Impeccable Long-Term Buys

Asana

Twilio

Or is the investing crowd right to be steering clear of these companies following their rough 2022?

Are the NYSE's 3 Worst-Performing Stocks Ready to Resurface in 2023?

Target

The retailers each took a hit from shifting e-commerce demand trends.

Better Buy: Wayfair vs. Target

Chewy

E-commerce stocks are much cheaper these days.

Better Buy: Chewy or Wayfair?

E-commerce stocks have taken a beating in 2022, but 2023 could be a different story.

Should You Buy Wayfair Stock for 2023?

The business is under serious financial pressure.

Where Will Wayfair Stock Be in 5 Years?

Affirm

Canopy Growth

Coinbase

Peloton

Shopify

Teladoc

The current market downturn has not been equal or fair. Some stocks have taken a much worse beating than others amid the volatility and churn.

7 Faded Stocks to Sell Before They Bankrupt You

The stock has lost more than 50% of its value over the past five years.

Wayfair Gets a New Bull. It Still Might Not Be Time to Buy.

The online furniture retailer needs to cut costs as quickly as possible.

Wayfair Has Burned Through $1 Billion This Year

Macy's

These retail stocks are as cheap as they're going to get.

2 Dirt Cheap Stocks That Could Skyrocket

NIKE

Smith & Wesson Brands

Patience with these stocks could lead to a nice payoff.

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Express

JD.com

Kohl's

Party City Holdco

While the winter season can sometimes bring out the holiday cheer on Wall Street, certain retail stocks to sell may court trouble. Certainly, it's not everyone's favorite topic.

7 Retail Stocks Getting Nothing But Coal This Holiday

Over the years, investors have paid more and more attention to Black Friday and Cyber Monday sales results. So much so, that the results, mainly the positive ones, instigate rallies in the corresponding retail issues.

Trading Strategies For Wayfair's Rally Off Cyber Monday Results: What The Chart Shows - Wayfair (NYSE:W)

Shares of Wayfair Inc. W, +4.83% were up 7% in midday trading Wednesday after the online home-goods retailer provided information about its holiday-weekend performance and signaled that business trends have recently improved. Wayfair disclosed in a filing that it saw a low-single-digit increase in U.S. sales during the five-day span from Thanksgiving to Cyber Monday, relative to a year before.

Wayfair stock climbs as company signals improving trends

BOSTON--( BUSINESS WIRE )--Wayfair Inc. (NYSE:W), one of the world's largest destinations for the home, today announced strong results for the five-day peak holiday shopping period between Thanksgiving and Cyber Monday, including a low single digit sales increase in the U.S. compared to the same time period in 2021. Customers turned to Wayfair throughout November for their home needs in response to a robust offering, including in-stock availability, speed of delivery, and price value. Wayfair has ongoing, exciting seasonal savings through the end of the year, including 12 Days of Markdowns and its End of Year Clearance, as well as Flash Deal Friday events throughout December.

Wayfair Announces Strong Five-Day Peak Holiday Shopping Period

Roku

Investors should weigh a company's financials and the competitive moat before purchasing.

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Walmart

Their risk profiles are distinctly different, making any apples-to-apples comparison irrelevant.

Better Buy: Walmart vs. Wayfair

We believe Wayfair is affected by the market headwinds as the PCE growth for furnishings and durable household equipment continued to decline in Q3 2022. We forecasted its active customers to decline by 22.7% YoY as the customer base shrunk and its NPS score declined.

Wayfair: Hold Off For Now

Beyond an initial $500 million of annual cost cuts, management is looking for hundreds of millions of dollars more in an effort to break even.

Wayfair Aims to Cut Hundreds of Millions in Expenses as Losses Grow

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Bad news from Target weighed on the retail sector.

Why Gap, Wayfair, and Nordstrom Stocks Were All Falling Today

Online furniture retailer Wayfair Inc. has been added to the list of “zombie” stocks compiled by independent equity research firm New Constructs.

Wayfair added to ‘zombie' stocks list by equity research firm New Constructs

It may seem tempting to declare Wayfair a potential 2023 turnaround story, but plenty of headwinds remain - including a slowdown in U.S. e-commerce activity.

Wayfair Still Has Its Fair Share of Issues

Will the online furniture retailer ever deliver for investors again?

News for Wayfair Stock (W)