Wayfair Inc. (W)

US — Consumer Cyclical Sector
Peers: CHWY  DPZ  MGA  DKNG  TOL  WYNN  H  GME  CART  BBY 

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Key Metrics & Ratings

  • symbol W
  • Rev/Share 95.5753
  • Book/Share -21.3447
  • PB -3.4421
  • Debt/Equity -1.4623
  • CurrentRatio 0.9399
  • ROIC 0.013

 

  • MktCap 9575939105.0
  • FreeCF/Share 3.3145
  • PFCF 22.1665
  • PE -30.5938
  • Debt/Assets 1.1826
  • DivYield 0
  • ROE 0.113

 

  • Rating C-
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 1
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated W JP Morgan -- Overweight $114 $105 Feb. 20, 2026
Upgrade W Barclays Equal Weight Overweight -- $123 Jan. 7, 2026
Downgrade W Jefferies Buy Hold -- $94 Dec. 3, 2025
Upgrade W Gordon Haskett Accumulate Buy -- $150 Oct. 28, 2025
Upgrade W BofA Securities Neutral Buy -- -- Oct. 28, 2025
Upgrade W Citigroup Neutral Buy -- $93 Aug. 5, 2025
Downgrade W Loop Capital Hold Sell -- $35 May 14, 2025
Upgrade W Argus Hold Buy -- $40 May 12, 2025
Downgrade W Deutsche Bank Buy Hold -- $25 April 14, 2025
Reiterated W Truist -- Buy $53 $36 April 10, 2025

News

Wayfair And IKEA Plan U.S. Store Expansion Even As Home Furnishings Retail Remains Challenged
W
Published: February 24, 2026 by: Forbes
Sentiment: Neutral

On the surface, the furniture and home furnishings retail sector ended 2025 on a positive note, with sales up 2.3%. But that gain was lackluster compared to core retail's 4% increase, excluding automotive, gasoline and food service.

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image for news Wayfair And IKEA Plan U.S. Store Expansion Even As Home Furnishings Retail Remains Challenged
These Analysts Revise Their Forecasts On Wayfair After Q4 Results
W
Published: February 20, 2026 by: Benzinga
Sentiment: Positive

Wayfair Inc. (NYSE: W) reported upbeat fiscal fourth-quarter 2025 earnings on Thursday.

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image for news These Analysts Revise Their Forecasts On Wayfair After Q4 Results
Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
W
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive

W posts Q4 earnings of 85 cents, topping estimates as revenues climb 6.9% Y/Y and margins expand on improved ad efficiency.

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image for news Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
Wayfair earnings beat overshadowed by customer growth concerns
W
Published: February 19, 2026 by: Proactive Investors
Sentiment: Negative

Wayfair Inc (NYSE:W) posted fourth quarter revenue growth that exceeded Wall Street expectations, but saw its shares drop about 11% amid concerns over customer growth. For Q4, Wayfair reported net revenue of $3.34 billion, slightly above the $3.3 billion expected by analysts, representing a 6.9% increase from the prior year.

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image for news Wayfair earnings beat overshadowed by customer growth concerns
Wayfair's stock sinks, as investors worry expansion plans will hurt profits
W
Published: February 19, 2026 by: Market Watch
Sentiment: Negative

Wayfair's stock was suffering its worst postearnings reaction in nearly four years, after the company unexpectedly swung to a net loss for the latest quarter and warned that profit margins may narrow.

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image for news Wayfair's stock sinks, as investors worry expansion plans will hurt profits
Wayfair (W) Reports Q4 Earnings: What Key Metrics Have to Say
W
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Wayfair (W) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Wayfair (W) Reports Q4 Earnings: What Key Metrics Have to Say
Wayfair (W) Surpasses Q4 Earnings and Revenue Estimates
W
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Wayfair (W) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to a loss of $0.25 per share a year ago.

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image for news Wayfair (W) Surpasses Q4 Earnings and Revenue Estimates
What Analyst Projections for Key Metrics Reveal About Wayfair (W) Q4 Earnings
W
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top-and-bottom-line estimates for Wayfair (W), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

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image for news What Analyst Projections for Key Metrics Reveal About Wayfair (W) Q4 Earnings
Wayfair (W) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
W
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Neutral

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.

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image for news Wayfair (W) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Why Wayfair (W) is Poised to Beat Earnings Estimates Again
W
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

Wayfair (W) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Why Wayfair (W) is Poised to Beat Earnings Estimates Again
3 Companies Enjoying Snowballing Sales Growth
HOOD, PLTR, W
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive

Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and many other obvious benefits. And recently, these three companies have been seeing precisely that.

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image for news 3 Companies Enjoying Snowballing Sales Growth
Think Small-Caps Are Set to Take Off? Here Are Some Expert Stock Tips
ALK, BIRK, COCO, DUOL, ELF, W
Published: January 09, 2026 by: Investopedia
Sentiment: Positive

The stock market's underdogs may be ready to lead the pack.

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image for news Think Small-Caps Are Set to Take Off? Here Are Some Expert Stock Tips
Keeping current furniture tariff rates benefits home furnishings sector: Mizuho's Bellinger
ETD, RH, W, WSM
Published: January 02, 2026 by: CNBC Television
Sentiment: Positive

CNBC's "The Exchange" team discusses the potential impact of furniture tariffs with David Bellinger of Mizuho.

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image for news Keeping current furniture tariff rates benefits home furnishings sector: Mizuho's Bellinger
Furniture stocks rise as Trump delays tariff increase
W, RH, WSM
Published: January 02, 2026 by: Proactive Investors
Sentiment: Positive

Shares of several furniture retailers surged on Friday morning after the Trump administration delayed a planned increase in tariffs on certain imported goods. The higher duties had been scheduled to take effect on Thursday, but President Donald Trump on Wednesday announced a year-long pause on increased levies for upholstered furniture, kitchen cabinets, and vanities.

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image for news Furniture stocks rise as Trump delays tariff increase
RH, Wayfair shares rise after Trump delays furniture tariffs again
RH, W
Published: January 02, 2026 by: CNBC
Sentiment: Positive

Shares of furniture retailers like RH and Wayfair rose after President Donald Trump delayed an increase in tariffs. The higher duties were previously expected to take effect on Thursday.

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image for news RH, Wayfair shares rise after Trump delays furniture tariffs again
Wayfair shares fall after Jefferies downgrade on soft holiday trends
W
Published: December 03, 2025 by: Proactive Investors
Sentiment: Negative

Shares of online furniture retailer Wayfair Inc (NYSE:W) fell nearly 5% on Wednesday after Jefferies downgraded the stock to “Hold,” citing weakening web traffic, softer early holiday demand and fading buying intent among consumers. Jefferies said it had turned more cautious after reviewing third-party traffic and survey data that pointed to a slower start to the peak shopping season.

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image for news Wayfair shares fall after Jefferies downgrade on soft holiday trends
Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
W
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Neutral

Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

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image for news Wayfair Inc. (W) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Why Is Wayfair (W) Up 8.6% Since Last Earnings Report?
W
Published: November 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Wayfair (W) reported earnings 30 days ago. What's next for the stock?

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image for news Why Is Wayfair (W) Up 8.6% Since Last Earnings Report?
StubHub, Wayfair and Marks Electrical probed over 'misleading prices and illegal pressure selling'
STUB, W
Published: November 18, 2025 by: Proactive Investors
Sentiment: Negative

The UK competition watchdog has launched enforcement action against eight companies, including Viagogo, BSM driving school, Wayfair Inc (NYSE:W, NYSE:) and Marks Electrical Group PLC (AIM:MRK), over misleading prices and illegal pressure selling online. A major consumer protection initiative was launched by the Competition and Markets Authority (CMA) using new powers granted by the Digital Markets, Competition and Consumers Act that was passed into law last year.

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image for news StubHub, Wayfair and Marks Electrical probed over 'misleading prices and illegal pressure selling'
These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar
BURL, W
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

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image for news These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar
Wayfair Announces Proposed Offering of $700 Million Senior Secured Notes
W
Published: November 04, 2025 by: PRNewsWire
Sentiment: Neutral

BOSTON , Nov. 4, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W) (the "Company," "we" or "Wayfair") today announced that its subsidiary, Wayfair LLC (the "Issuer"), intends to offer, subject to market and other conditions, $700 million in aggregate principal amount of senior secured notes due 2032 (the "Notes") in a private offering. We intend to use the net proceeds from the Notes offering to purchase a portion of our outstanding 3.250% convertible senior notes due 2027 (the "2027 Notes") and 3.500% convertible senior notes due 2028 (the "2028 Notes") and for general corporate purposes, which may include repayment of other …

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image for news Wayfair Announces Proposed Offering of $700 Million Senior Secured Notes
Wayfair Q3 Earnings & Revenues Beat Estimates, Both Increase Y/Y
W
Published: October 29, 2025 by: Zacks Investment Research
Sentiment: Positive

W's Q3 earnings and revenues beat estimates as higher U.S. sales and strong repeat orders drove profit growth.

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image for news Wayfair Q3 Earnings & Revenues Beat Estimates, Both Increase Y/Y
Shares of These Companies Soared Following Robust Results
AXP, W
Published: October 29, 2025 by: Zacks Investment Research
Sentiment: Positive

The Q3 cycle continues to be one of positivity, with growth remaining strong and an above-average number of companies beating expectations. These companies saw big positivity following their better-than-expected results.

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image for news Shares of These Companies Soared Following Robust Results
Wayfair: A Way Good Stock to Buy and Hold for 2026
W
Published: October 29, 2025 by: MarketBeat
Sentiment: Positive

In the words of JPMorgan analysts, there are harmonizing tailwinds in play, including rate reductions, tariff impacts, tax-related stimulus, and the wealth effect, to drive business in 2026 and over the long term.

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image for news Wayfair: A Way Good Stock to Buy and Hold for 2026
2 Intriguing Stocks to Watch After Exceeding Quarterly Expectations: AGYS, W
AGYS, W
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Agilysys (AGYS) and Wayfair (W) stock soared over +20% on Tuesday after impressively exceeding their quarterly expectations and offering positive guidance.

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image for news 2 Intriguing Stocks to Watch After Exceeding Quarterly Expectations: AGYS, W
Wayfair stock surges as company's Q3 earnings top estimates
W
Published: October 28, 2025 by: Proactive Investors
Sentiment: Positive

Wayfair Inc (NYSE:W, NYSE:) shares climbed more than 22% in late morning trading on Tuesday after the online home furnishings retailer reported better than expected financial results for its third quarter 2025. The company's revenue for the quarter rose 8.1% year over year to $3.12 billion, surpassing the $3.02 billion analyst consensus estimate from data compiled by LSEG.

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image for news Wayfair stock surges as company's Q3 earnings top estimates
Wayfair Inc. (W) Q3 2025 Earnings Call Transcript
W
Published: October 28, 2025 by: Seeking Alpha
Sentiment: Neutral

Wayfair Inc. (NYSE:W ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Ryan Barney Niraj Shah - Co-Founder, Co-Chairman & CEO Fiona Tan - Chief Technology Officer Kate Gulliver - CFO & Chief Administrative Officer Conference Call Participants Jolie Wasserman - JPMorgan Chase & Co, Research Division Simeon Gutman - Morgan Stanley, Research Division Peter Keith - Piper Sandler & Co., Research Division Maria Ripps - Canaccord Genuity Corp., Research Division Brian Nagel - Oppenheimer & Co. Inc., Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Presentation Operator Hello, and thank you for standing …

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image for news Wayfair Inc. (W) Q3 2025 Earnings Call Transcript
Wayfair (W) Q3 Earnings and Revenues Surpass Estimates
W
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Wayfair (W) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.22 per share a year ago.

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image for news Wayfair (W) Q3 Earnings and Revenues Surpass Estimates
Wayfair Set to Report Q3 Earnings: What's in Store for the Stock?
W
Published: October 24, 2025 by: Zacks Investment Research
Sentiment: Positive

W aims for Q3 gains as revenue momentum, logistics efficiency and customer engagement drive optimism.

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image for news Wayfair Set to Report Q3 Earnings: What's in Store for the Stock?
Affirm Expands Wayfair Checkout Partnership, Integrating BNPL
AFRM, W
Published: October 22, 2025 by: PYMNTS
Sentiment: Positive

Affirm is extending its existing relationship with Wayfair, integrating its buy now, pay later (BNPL) option directly into the home goods retailer's checkout experience. The companies are expanding the partnership in advance of two busy sales periods: Wayfair's annual “Way Day” sales event, which runs Oct.

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image for news Affirm Expands Wayfair Checkout Partnership, Integrating BNPL

About Wayfair Inc. (W)

  • IPO Date 2014-10-02
  • Website https://www.wayfair.com
  • Industry Specialty Retail
  • CEO Niraj S. Shah
  • Employees 12100

Wayfair 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.