Stocks Consumer discretionary W
NYSE · Consumer discretionaryWayfair Inc. (W)
Wayfair Inc. brought in $13.2B of revenue over the twelve months to September 30, 2026, up 7.9% from a year earlier. It posted a net loss of $160M. Operating cash flow minus capital spending left $464M of free cash flow in fiscal 2025. At September 30, 2026 it held $1B in cash against $2.8B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Wayfair Inc.
- Net worth
- Wayfair Inc. has a market value (market cap) of $15.2B at the latest share price, and shareholders' equity of -$2.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $12.5B (+5.1% year on year), with a net loss of $313M. Over the 12 months to September 30, 2026: revenue $13.2B, net loss $160M.
- Cash flow
- In fiscal 2025 operations brought in $534M of cash; after $70M of capital spending, free cash flow was $464M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Wayfair Inc.'s next report is expected around February 18, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Wayfair Inc. does
Wayfair Inc. is registered with the SEC under industry code SIC 5961 (Retail-Catalog & Mail-Order Houses). Its shares trade on NYSE under the ticker W.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $12.5B | -$313M | -$2.44 | $464M |
| 2024 | $11.9B | -$492M | -$4.01 | $244M |
| 2023 | $12B | -$738M | -$6.47 | $201M |
| 2022 | $12.2B | -$1.3B | -$12.54 | -$860M |
| 2021 | $13.7B | -$131M | -$1.26 | $309M |
| 2020 | $14.1B | $185M | $1.86 | $1.2B |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where W ranks in Consumer discretionary
Dividends
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2016 | n/a | $0 | n/a |
| 2015 | n/a | $0 | n/a |
| 2014 | n/a | $39.5M | n/a |
| 2014 | n/a | $0 | n/a |
Latest SEC filings
What Wayfair Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 9.7% to $3.4B versus the same quarter last year; diluted EPS $0.45 versus -$0.76.
- November 4, 2026
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 4, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 7.5% to $3.5B versus the same quarter last year; diluted EPS -$0.01 versus $0.11.
- August 4, 2026
- May 22, 2026
- May 22, 2026
- May 18, 2026
- May 14, 2026Passive stake changed SCHEDULE 13G/A
What is W worth? A DCF from its reported cash flow
Insider trades
What the people running Wayfair Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $59.8M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Tan FionaChief Technology Officer | Soldpre-planned (10b5-1), indirect | 7,000 | $859.1K |
| November 4, 2026 | Tan FionaChief Technology Officer | Soldpre-planned (10b5-1), indirect | 8,000 | $1M |
| November 3, 2026 | Conine StevenDirector | Exercised options | 150,000 | - |
| November 3, 2026 | Shah NirajChief Executive Officer, Director | Exercised options | 150,000 | - |
| October 29, 2026 | Blotner JonPres., Commercial & Operations | Soldpre-planned (10b5-1) | 500 | $60K |
| October 20, 2026 | Tan FionaChief Technology Officer | Soldpre-planned (10b5-1), indirect | 8,000 | $920K |
| October 15, 2026 | Conine StevenDirector | Soldpre-planned (10b5-1) | 49,266 | $5.4M |
| October 15, 2026 | Conine StevenDirector | Soldpre-planned (10b5-1) | 46,157 | $5.2M |
Who owns W
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 14% | November 5, 2026 |
| Capital World Investors13G, passive | 9.7% | August 12, 2026 |
| Niraj Shah13G, passive | 8.2% | May 11, 2026 |
| Steven Conine13G, passive | 8.2% | May 11, 2026 |
| Vanguard Capital Management13G, passive | 5.03% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 456 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 16,277,047 | -812 |
| Capital World Investors | 11,177,483 | -2,614,300 |
| BlackRock, Inc. | 5,035,150 | -703,528 |
| Vanguard Capital Management LLC | 4,776,475 | +113,276 |
| Renaissance Technologies LLC | 4,514,426 | -457,999 |
| Jupiter Topco LLC | 4,469,109 | new |
| Vanguard Portfolio Management LLC | 4,198,629 | -190,032 |
| Aqr Capital Management LLC | 3,101,936 | +1,248,779 |
| Spruce House Investment Management LLC | 2,909,700 | +309,700 |
| Baillie Gifford & Co | 2,811,620 | -50,589 |
| Great Hill Partners, L.P. | 2,788,912 | 0 |
| Two Sigma Investments, LP | 2,612,733 | +108,738 |
| D. E. Shaw & Co., Inc. | 2,467,411 | +1,538,183 |
| Castle Hook Partners LP | 2,455,952 | +2,430,328 |
| Contour Asset Management LLC | 2,396,292 | +2,067,584 |
| Prescott General Partners LLC | 2,322,401 | 0 |
| Wellington Management Group Llp | 2,259,111 | -197,587 |
| Geode Capital Management, LLC | 1,918,415 | -295,482 |
| State Street Corp | 1,839,140 | +102,315 |
| Assenagon Asset Management S.A. | 1,637,182 | +1,061,382 |
Insiders
12 insiders reported holding 1,460,633 shares in total, about $162.1M at the last price.
| Holder | Shares |
|---|---|
| Kumin Michael AndrewDirector | 319,753 |
| Shah NirajChief Executive Officer, Director | 255,137 |
| Conine StevenDirector | 255,073 |
| Tan FionaChief Technology Officer | 220,893181,698 held indirectly |
| Gulliver KateCFO and Chief Admin Officer | 183,310 |
| Blotner JonPres., Commercial & Operations | 115,485100 held indirectly |
| Naylor Jeffrey GDirector | 33,052 |
| Sneed Michael EDirector | 24,543 |
| Jung AndreaDirector | 22,85715,703 held indirectly |
| King JeremyDirector | 19,965 |
Questions about W
What does Wayfair Inc. do?
Wayfair Inc. is a company in the Consumer discretionary sector, listed on NYSE as W. Its shares trade on NYSE under the ticker W.
What is Wayfair Inc.'s net worth?
Wayfair Inc. has a market value (market cap) of $15.2B at the latest share price, and shareholders' equity of -$2.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Wayfair Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $160M on revenue of $13.2B.
How much revenue does Wayfair Inc. make?
Over the twelve months to September 30, 2026 Wayfair Inc. reported revenue of $13.2B. That is 7.9% more than a year earlier.
When did Wayfair Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 6, 2026.
When is Wayfair Inc.'s next earnings report?
Wayfair Inc.'s next report is expected around February 18, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Wayfair Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.