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

Wayfair (W) delivered earnings and revenue surprises of 250.00% and -3.31%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Wayfair (W) Surpasses Q3 Earnings Estimates

BOSTON--(BUSINESS WIRE)--Wayfair Announces Third Quarter 2021 Results

Wayfair Announces Third Quarter 2021 Results

Wayfair Inc. W, +4.53% shares dropped 5.2% in Thursday premarket trading after the online home goods seller swung to a third-quarter loss and reported revenue that missed expectations. Net losses totaled $78.0 million, or 75 cents per share, after net income of $173.2 million, or $1.67 per share, last year.

Wayfair shares sink after revenue miss

Booking Hlds

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Wingstop

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BOSTON--(BUSINESS WIRE)-- #Wayfair--Wayfair unveils Wayfair On Air, an inspirational and educational video commerce experience for all things home

Wayfair Unveils Wayfair On Air, a Video Commerce Experience That Brings Entertainment, Ideas, and Inspiration to Shopping for All Things Home

Wayfair, an e-commerce marketplace that sells furniture and home goods, has seen its stock decline by almost 17% over the last month (about 21 trading days), compared to the S&P 500 which was up by almost 5% over the same period. There appear to be a couple of factors weighing on the stock.

Wayfair Stock Down 17% Over The Last Month. Time To Buy?

Wayfair (W) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Wayfair (W) Q3 Earnings Expected to Decline

Overstock.com

Online home furnishings retailers Overstock.com Inc (NASDAQ:OSTK) and Wayfair Inc (NYSE:W) will be reporting third-quarter earnings in the coming weeks, and one analyst said Thursday that he prefers one stock over the other ahead of the upcoming reports. The Analyst: Bank of America analyst Curtis Nagle reiterated a Buy rating on Overstock.com and raised his price target from $89 to $97.

Long Overstock, Short Wayfair? A Potential E-Commerce Pair Trade Ahead Of Earnings

Amazon

Big 5 Sporting Goods

Nordstrom

CarMax

Block

Target

With unprecedented demand meeting devastating global supply chain disruption, these retail stocks could enjoy significant upside. The post 7 Retail Stocks That Could Benefit From the Mad Holiday Rush Ahead appeared first on InvestorPlace.

7 Retail Stocks That Could Benefit From the Mad Holiday Rush Ahead

Bed Bath & Beyond

Hardline retailers are likely to face tougher comparisons following the COVID-19 spending spree, positioning them for a hard landing, according to an analyst at Morgan Stanley. The Retail Analyst: Simeon Gutman downgraded shares of Bed Bath & Beyond Inc. (NASDAQ:BBBY) from Equal-weight to Underweight and lowered the price target from $18 to $12.

Why This Bed Bath & Beyond, Wayfair Analyst Recommends Selling Shares

Chewy

Special Report: Steer Clear From These Retail Stocks

Morgan Stanley

Morgan Stanley downgraded both Bed Bath & Beyond Inc. and Wayfair Inc. to underweight from equal-weight, following an examination of personal consumption expenditures [PCE] and how consumer spending will shift as the COVID-19 recovery continues.

The Ratings Game: Morgan Stanley grows bearish on home furnishing retailers during COVID-19 recovery, downgrades Bed Bath & Beyond & Wayfair

Monster Beverage

Signet Jewelers

Skyworks Solutions

Markets were somewhat mixed on Wednesday, but the Nasdaq was the top dog as tech stocks were leading the charge higher.

Wednesday Afternoon Analyst Upgrades and Downgrades: Monster Beverage, Signet Jewelers, Skyworks, Wayfair and More

Jefferies analyst Jonathan Matuszewski downgraded Wayfair Inc (NYSE:W) to Hold from Buy with a price target of $225, down from $330.  Web traffic for Q3 ended weak, and Q4 started slow, and Matuszewski feels Street estimates for the second half of the year are too high against a backdrop of supply chain disarray.

Wayfair Stock Falls After Downgrade By Jefferies

Jefferies analysts downgrade Wayfair shares to Hold from Buy and lower their price target, citing reduced web traffic and supply-chain concerns.

Wayfair Stock Is Downgraded. This Analyst Cites Supply-Chain Headwinds.

BOSTON--(BUSINESS WIRE)---- $W--Wayfair Schedules Third Quarter 2021 Earnings Release and Conference Call

Wayfair Schedules Third Quarter 2021 Earnings Release and Conference Call

Wayfair's growth kick in as the pandemic period has proven short-lived.

Wayfair Stock: Pandemic Tailwinds Are Far Behind Us

Wayfair is the number one in the online home furnishing market with a share of 33%.

Wayfair: Increasing Profitability But Still Not A Buy

Riskified Ltd

The eCommerce fraud management platform Riskified is extending its three-year-old partnership with the home furnishings company Wayfair. The two companies joined forces in 2018, with Wayfair partnering with Riskified to scale and automate its payment fraud efforts, a collaboration that Wayfair says has “greatly” reduced fraud losses and false declines.

Wayfair, Riskified Lengthen Fraud Prevention Partnership

The company has several advantages to build on for future growth.

3 Reasons Wayfair Can Survive the Great Reopening

These e-commerce stocks rocketed higher following the March 2020 downturn.

2 Stocks That Turned $1,000 Into $5,000 (or More)

Farfetch

The Container Store

Under Armour

Investors are taking a more cautious stance with certain companies.

Why These Top Retail Stocks Plunged This Week

Wayfair Inc (NYSE:W) shares are trading lower by 3.2% at $288.80 Wednesday afternoon after Citigroup maintained a Sell rating on the stock and lowered its price target from $250 to $225. On August 5th, Wayfair reported second-quarter earnings of $1.89 per share which beat the analyst consensus estimate of $1.17.

News for Wayfair Stock (W)