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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Private equity deals in the retail sector totaled $2.63 billion in the second quarter with well-known names involved in some of the biggest agreements, according GlobalData.

Q2 retail private equity deals total $2.63 billion with Wayfair, Foot Locker and Albertsons among the big names

Wayfair stock is up 13-fold since its March bottom. With growth slowing down in Q3, take your profits now.

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One prominent analytic firm called Wayfair stock "vulnerable," but the data suggests that this e-commerce retailer is doing just fine.
The post Keep Wayfair on Your Watch List for E-Commerce Momentum appeared first on InvestorPlace.

Keep Wayfair on Your Watch List for E-Commerce Momentum

New customers are flocking to the online home goods platform by the millions.

The Most Important Number From Wayfair’s Second Quarter

One analyst reversed their bearish opinion on the stock after the company reported surging demand during the pandemic.

Should You Buy Wayfair Stock at $300?

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BOSTON--(BUSINESS WIRE)--Wayfair Inc. (NYSE: W) (the “Company,” “we” or “Wayfair”) announced today the pricing of $1.32 billion aggregate principal amount of 0.625% convertible senior notes due 2025 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).

Wayfair Inc. Prices Offering of $1.32 Billion Convertible Senior Notes

BOSTON--(BUSINESS WIRE)--Wayfair Inc. (NYSE: W) (the “Company,” “we” or “Wayfair”) announced today that it intends to offer, subject to market conditions and other factors, $1.2 billion aggregate principal amount of convertible senior notes due 2025 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).

Wayfair Inc. Announces Proposed Offering of $1.2 Billion Convertible Senior Notes

A flood of new shoppers tried its home furnishings service in the second quarter.

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After reporting its first quarterly profit ever this week, the big question for the online home furnishings player is can they continue to be profitable?

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Thanks to Covid-19, Wayfair has clear visibility to turn into the Amazon of what will be a huge e-furniture category, so buy Wayfair stock.
The post Why Wayfair Stock Deserves to Trade Above $300 appeared first on InvestorPlace.

Why Wayfair Stock Deserves to Trade Above $300

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The upgraded earnings profile might be here to stay.

Wayfair Surges Into Profitability

The bearish case for online furniture company Wayfair Inc (NYSE: W) can no longer be justified after Wednesday's earnings report showed the COVID-19 pandemic spurred "extraordinary demand" that wouldn't have otherwise existed, according to Barclays.

Barclays Drops Bearish Wayfair Rating, Sees 'Little Reason' For Stock Multiple Contraction

Wayfair earnings more than tripled expectations, with the online furniture store also easily beating sales views. Shares hit another record high.

Wayfair Earnings Are Way Above Views As Stock Hits New High

Wayfair Inc. (W) CEO Niraj Shah on Q2 2020 Results - Earnings Call Transcript

Wayfair earnings on Wednesday have W stock slightly higher after the company beat EPS and revenue expectations from Wall Street.
The post Wayfair Earnings: W Stock Ticks Higher on Q2 Beats appeared first on InvestorPlace.

Wayfair Earnings: W Stock Ticks Higher on Q2 Beats

Demand has been unprecedented for the retailer as the number of orders delivered more than doubled.

Wayfair Obliterates Earnings Forecasts as Active Customers Surge to 26 Million

Wayfair (W) delivered earnings and revenue surprises of 206.86% and 5.81%, respectively, for the quarter ended June 2020. Do the numbers hold clues to what lies ahead for the stock?

Wayfair (W) Beats Q2 Earnings and Revenue Estimates

Shares of Wayfair (NYSE:W) decreased 0.1% in pre-market trading after the company reported Q2 results.

Wayfair: Q2 Earnings Insights

Shares of Wayfair Inc. W, +1.24% shot up 3.0% toward a record high in premarket trading Wednesday, after the online seller of home furnishings and housewares swung to a big profit beat in the second quarter, as orders delivered more than doubled.

Wayfair's stock surges toward a record after swinging to big profit beat, as orders delivered more than doubled

Wayfair earnings more than tripled expectations, with the online furniture store also easily beating sales views. Shares dipped from record highs.

Wayfair Earnings Are Way Above Views, But Stock Edges Lower

BOSTON--(BUSINESS WIRE)---- $W--Wayfair Announces Second Quarter 2020 Results

News for Wayfair Stock (W)