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

Peloton

Zoom Video

It's been quite a ride for Zoom, Peloton, and Wayfair investors. But all good things eventually come to an end.

Vaccines Are Coming Soon. Is It Time to Sell Stay-at-Home Stocks?

For Wayfair valuation does matter and it looks significantly overvalued at current levels. I hold serious doubts regarding Wayfair in the post-vaccine world with increasing competitive pressures.

Wayfair Looks Increasingly Overvalued Amid Competitive Pressures And Vaccine News

Beyond Meat

General Motors

Hershey

Intel

With stocks holding near record-high territory, one market researcher is scouring Wall Street for the best picks and names to avoid.

Three stocks to buy and three to sell as markets take a breather, according to market researcher

Burlington Stores

Chipotle

Pinterest

Royal Caribbean Cruises

Could these five overvalued stocks change course as the new year approaches? Consider selling BURL, CMG, PINS, RCL and W ahead of their likely declines.

5 Overvalued Stocks to Purge From Portfolios Before We Enter 2021

DocuSign

Teladoc

Some of the stocks that took double-digit percentage hits last week have still more than doubled in 2020. The year ahead might be even better.

Zoom, DocuSign, Teladoc, Wayfair, and Peloton Will Also Win in 2021

You won't see this called out by many. Use it to your advantage.

The Most Important Metric Behind Wayfair's 10-Bagger Returns Since March

BOSTON--(BUSINESS WIRE)---- $W #wayfair--Wayfair Names Johnson & Johnson executive, Michael E. Sneed, to its Board of Directors

Wayfair Names Michael E. Sneed to its Board of Directors

Moderna

Nikola

Snowflake

Tesla

Workhorse Group

There are periods when a handful of holdings can become overvalued stocks to sell. Here are seven potential names to watch.

7 Overvalued Stocks to Drop Before They Drop You

Wayfair's investments are starting to make sense as we get a glimpse of its business potential.

Why Wayfair Stock Is Up

Amazon

eBay

Etsy

Netflix

No group of companies have benefited more from the COVID-19 pandemic than e-commerce companies, and there may still be ground left to gain.  The sector experienced a massive surge in business amid the pandemic as consumers shifted to online shopping in order to limit physical trips to traditional retail stores. In the second quarter of 2020, online shopping surged 44% compared to the prior year and represented more than 20% of all retail sales, according to data from the department of commerce.

These 6 ecommerce companies will continue to thrive in a post-pandemic world, Stifel says

The e-commerce giant's management team is optimistic about a big finish for the year.

Wayfair Makes the Case for a Persistent Sales Lift and Rising Profitability Into 2021

Online home furnishing retailer Wayfair Inc (NYSE: W) is one of the beneficiaries of the COVID-19 pandemic that forced consumers to increasingly gravitate toward online shopping. With the stock pulling back promptly on Monday in reaction to positive news concerning a vaccine against the virus that causes the pandemic, an analyst at DA Davidson said he sees a buying opportunity.

Why Wayfair Is Attractive At Current Levels

BOSTON--(BUSINESS WIRE)-- #Wayfair--Wayfair Honors Military Veterans, Commits to Creating Accessible Homes and Career Opportunities for the Military Community

Wayfair Honors Military Veterans, Commits to Creating Accessible Homes and Career Opportunities for the Military Community

The e-tailer is relentlessly focused on expanding its global sales capabilities.

The Benefits and Risks of Wayfair's Hypergrowth Strategy

Chewy

Positive news about a coronavirus vaccine caused investors to flee these e-commerce stocks.

Why Shares of Chewy, Wayfair, and Etsy Are Tumbling Today

Wayfair Inc. stock slumped 17% in early Monday trading after Pfizer Inc. and BioNTech DE [s:bntx] announced a "successful" COVID-19 vaccine trial. Wayfair is among the brands that has benefitted from soaring e-commerce activity as shoppers stayed away from malls and stores during the pandemic.

Wayfair stock slumps after COVID-19 vaccine trial announcement

The stock price of Wayfair Inc (NYSE: W) has received a price target increase from $350 to $360 by Cowen. These are the details.

W Stock: $360 Price Target By Cowen

The online home goods retailer is having yet another excellent day in the post-election rally.

Here's Why Wayfair Stock Is Soaring Today

The e-commerce giant announced a second straight quarter of profitability in Q3.

Wayfair Is Set Up for a Big Holiday Season

Wall Street analysts unleashed a flurry of price-target tweaks in the wake of third-quarter results.

Here's What Analysts Think of Wayfair After Earnings

Cowen prognosticator John Blackledge adds $10 to his already lofty price target on the stock.

Wayfair Is a Screaming Buy With 33% Upside, According to an Analyst

Overstock.com

E-commerce stocks are up in 2020 as the COVID-19 pandemic has sped up the online shopping shift. Many e-commerce companies now need to turn these initial purchasers into long-term customers to keep their revenue and share gains going forward.

3 E-Commerce Stocks Trying To Retain Pandemic Customers

Wayfair Inc. W is confident that consumer interest in buying for the home will continue after the coronavirus pandemic is over, but some analysts aren't quite as convinced.

The Ratings Game: Wayfair is confident that sales momentum will outlast the pandemic but some analysts aren't so sure

Wayfair came up with quarterly earnings of $2.30 per share, beating the Zacks Consensus Estimate of $0.81 per share. The company's revenues of $3.84 billion trumped $3.69 billion.

Wayfair Surges Post Earnings: ETFs to Play

Why the future may still look bright for one of 2020's star performers.

News for Wayfair Stock (W)