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) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Why Fast-paced Mover Wayfair (W) Is a Great Choice for Value Investors

Wayfair's (W) fourth-quarter 2023 results reflect the positive impact of a growing active customer base. However, lower net revenues per active customer is a concern.

Wayfair (W) Q4 Loss Narrower Than Expected, Revenues Rise Y/Y

Wayfair Inc. (W) shares jumped Thursday after the online home furnishing retailer posted a lower-than-expected net loss as it cut costs and added customers.

Wayfair Benefits From More Customers, Cost Cuts; Stock Rises on Earnings

Wayfair's leaders say several recent rounds of layoffs have made the company better and better.  In January, the home goods company laid off 13% of its workforce, affecting 1,650 employees.

Wayfair CEO says laying off workers has turned out great

Wayfair Inc. (W) Q4 2023 Earnings Call Transcript

The headline numbers for Wayfair (W) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Wayfair (W) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Wayfair (W) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to loss of $1.71 per share a year ago.

Wayfair (W) Reports Q4 Loss, Tops Revenue Estimates

Shares of Wayfair Inc. soared Thursday, after the online home-furnishings retailer reported a narrower-than-expected fourth-quarter loss and said it returned to positive active customer growth after two years of declines.

Wayfair's stock leaps as job cuts allows for more work to get done, and faster

The online furniture retailer sees active customers rise 1.4% in the fourth quarter.

Wayfair Posts Narrower-Than-Expected Loss and a Gain in Active Customers. The Stock Rises.

Q4  Net Revenue of $3.1 billion with 22.4 million Active Customers BOSTON , Feb. 22, 2024 /PRNewswire/ -- Wayfair Inc. ("Wayfair," "we," or "our") (NYSE: W), one of the world's largest destinations for the home, today reported financial results for its fourth quarter and full year ended December 31, 2023. Fourth Quarter 2023 Financial Highlights Total net revenue of $3.1 billion increased $13 million, up 0.4% year over year U.S. net revenue of $2.7 billion increased $24 million, up 0.9% year over year International net revenue of $404 million decreased $11 million, down 2.7% year over year.

Wayfair Announces Fourth Quarter and Full Year 2023 Results, Returns to Positive Year-Over-Year Active Customer Growth

Historically, cyclical stocks tend to outperform the rest of the pack when the Federal Reserve (the Fed) lowers interest rates to make money cheaper and financing more flexible for both businesses and consumers. You can see this in consumer discretionary stocks like Lululemon Athletica Inc. NASDAQ: LULU, which outperformed the broader S&P 500 by 122.3% in 2020-2023.

Wayfair stock's 40% upside: The growth story in the industry

Beyond analysts' top -and-bottom-line estimates for Wayfair (W), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2023.

Unveiling Wayfair (W) Q4 Outlook: Wall Street Estimates for Key Metrics

Wayfair (W) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Wayfair (W) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Wayfair (W) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

Despite Fast-paced Momentum, Wayfair (W) Is Still a Bargain Stock

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Wayfair's virtual room styler and 3D imaging tools enable Apple Vision Pro users to reimagine their living spaces and experience the future of shopping in their home BOSTON , Feb. 6, 2024 /PRNewswire/ -- Wayfair Inc. (NYSE:W), one of the world's largest destinations for the home, today announced Decorify, Wayfair's generative AI pilot application, is now available on Apple Vision Pro. Using the app, users can quickly and easily redesign their spaces in familiar and new styles, and experience their new spaces in an immersive environment.

Wayfair Announces Decorify App for Apple Vision Pro

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Wayfair has a significant opportunity to increase its market share in the home-goods industry, which is expected to grow to $1 trillion by 2030. The company's portfolio of brands and diverse range of products cater to various demographics, particularly millennials. Wayfair's pricing strategy and efforts to gain market share, investment in AI, and form partnerships can contribute to increased sales and improved performance.

Wayfair: Long Term Drivers Remain Strong

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Executives at the Boston-based company sought to reassure worried staffers on Tuesday by insisting that a sale of the company wasn't being considered.

Wayfair layoffs hit mostly remote workers, staffers fret over company's future

BOSTON , Jan. 24, 2024 /PRNewswire/ -- Wayfair Inc. (NYSE:W), one of the world's largest destinations for the home, today announced that it will release financial results for its fourth quarter ending December 31, 2023 before the opening of the market on February 22, 2024. Wayfair will host a conference call at 8 a.m.

Wayfair Schedules Fourth Quarter 2023 Earnings Release and Conference Call

In the ongoing fight between managers and employees over remote work, online furniture and home-goods retailer Wayfair Inc., in its latest round of job cuts, appeared to side with commutes, offices and desks.

Wayfair's job cuts reportedly hit remote workers harder, amid battle over returning to the office

Wayfair employees who work remotely were more likely to be laid off in the latest round of job cuts at the online furniture seller, executives told staff.

Wayfair Layoffs Focused on Remote Workers

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News for Wayfair Stock (W)