olivLaw · US equity research
Wayfair Inc. W
Retail-Catalog & Mail-Order Houses · SIC 5961 · Vertical: Retail-Catalog & Mail-Order Houses (SIC 5961)
Wayfair is an e-commerce platform specialised in home goods, building its growth on active customers and repeat orders. Revenue has kept rising in recent quarters and free cash flow reached high levels, while macroeconomic pressure and import tariffs remain points of attention. Fiscal 2025 net revenue of 12457 mn USD shows the scale of the business, and 7.5% growth in Q2 2026 points to renewed momentum.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Wayfair Inc. (W) stock was 123.56 USD (+11.00% on the day), with beta 2.52, 52-week range 57.40–123.56 USD. Latest reported quarter (Q3 2026): revenue of 3.4 bn USD (+9.7% YoY), net income of 62.0 m USD, diluted EPS 0.45 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 66.6
- strong (55–70)
- Bollinger (20, 2)
- 102.51 – 121.28
- above the upper band · %B 1.12 · band width 16.8%
- SMA 50 / 200
- 105.54 / 88.70
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 3.54 / 3.14
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +16.5% | −1.1% | +17.6 pp | — |
| 3 months | +14.9% | −0.5% | +15.3 pp | — |
| 6 months | +87.2% | +4.4% | +82.8 pp | — |
| Year to date | +23.1% | +12.3% | +10.7 pp | — |
| 1 year | +24.3% | +13.5% | +10.7 pp | −2.6% |
| 3 years | +149.0% | +76.4% | +72.6 pp | +12.3% |
| 5 years | −49.8% | +63.7% | −113.5 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3.1 bn | 2.7 bn | 3.3 bn | 3.1 bn | 3.3 bn | 2.9 bn | 3.5 bn | 3.4 bn |
| Cost of revenue | 2.2 bn | 1.9 bn | 2.3 bn | 2.2 bn | 2.3 bn | 2.1 bn | 2.5 bn | 2.4 bn |
| Gross profit | 941.0 m | 837.0 m | 984.0 m | 934.0 m | 1.0 bn | 880.0 m | 1.1 bn | 1.0 bn |
| Operating income | -117.0 m | -122.0 m | 17.0 m | 38.0 m | 84.0 m | -11.0 m | 104.0 m | 106.0 m |
| Depreciation & amortisation | 90.0 m | 81.0 m | 78.0 m | 75.0 m | 71.0 m | 67.0 m | 64.0 m | 64.0 m |
| Pre-tax income | -126.0 m | -110.0 m | 17.0 m | -97.0 m | -114.0 m | -104.0 m | 2.0 m | 65.0 m |
| Income tax | 2.0 m | 3.0 m | 2.0 m | 2.0 m | 2.0 m | 1.0 m | 3.0 m | 3.0 m |
| Net income | -128.0 m | -113.0 m | 15.0 m | -99.0 m | -116.0 m | -105.0 m | -1.0 m | 62.0 m |
| Diluted EPS | -1.02 ≈ | -0.89 | 0.11 | -0.76 | -0.91 ≈ | -0.80 | -0.01 | 0.45 |
| Operating cash flow | 162.0 m | -96.0 m | 273.0 m ≈ | 155.0 m ≈ | 202.0 m | -52.0 m | 360.0 m ≈ | 198.0 m ≈ |
| Capex | 20.0 m | 5.0 m | 13.0 m ≈ | 27.0 m ≈ | 25.0 m | 25.0 m | 26.0 m ≈ | 30.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.8 bn | 9.1 bn | 14.1 bn | 13.7 bn | 12.2 bn | 12.0 bn | 11.9 bn | 12.5 bn |
| Revenue YoY | +43.6% | +34.6% | +55.0% | −3.1% | −10.9% | −1.8% | −1.3% | +5.1% |
| Net income | -504.1 m | -985.0 m | 185.0 m | -131.0 m | -1.3 bn | -738.0 m | -492.0 m | -313.0 m |
| Net income YoY | unavailable | unavailable | unavailable | −170.8% | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | -5.63 | -10.68 | 1.86 | -1.26 | -12.54 | -6.47 | -4.01 | -2.44 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | −167.7% | unavailable | unavailable | unavailable | unavailable |
| net % | -7.4% | -10.8% | 1.3% | -1.0% | -10.9% | -6.1% | -4.2% | -2.5% |
| Free cash flow | -74.3 m | -469.0 m | 1.2 bn | 309.0 m | -860.0 m | 201.0 m | 244.0 m | 464.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 1.5 bn USD
- Financial debt
- 3.3 bn USD
- Net debt
- 1.8 bn USD
- Equity
- -2.8 bn USD
- Total assets
- 3.4 bn USD
- Debt / equity
- unavailable
- Current ratio
- 0.94x
- ROE
- unavailable
- ROA
- -9.1%
- FCF margin
- 3.7%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 14.1 bn | 13.7 bn | 12.2 bn | 12.0 bn | 11.9 bn | 12.5 bn | SEC (XBRL)· 19 Feb 2026verified |
| Cost of revenue | 10.0 bn | 9.8 bn | 8.8 bn | 8.3 bn | 8.3 bn | 8.7 bn | SEC (XBRL)· 19 Feb 2026verified |
| Gross profit | 4.1 bn | 3.9 bn | 3.4 bn | 3.7 bn | 3.6 bn | 3.8 bn | SEC (XBRL)· 19 Feb 2026verified |
| Operating income | 360.0 m | -94.0 m | -1.4 bn | -813.0 m | -461.0 m | 17.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Depreciation & amortisation | 286.0 m | 322.0 m | 371.0 m | 417.0 m | 387.0 m | 305.0 m | SEC (XBRL)· 19 Feb 2026verified |
| EBITDA | 646.0 m ≈ | 228.0 m ≈ | -1.0 bn ≈ | -396.0 m ≈ | -74.0 m ≈ | 322.0 m ≈ | SEC (XBRL)· 19 Feb 2026derived |
| Interest expense | — | — | — | 63.0 m | 83.0 m | 165.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Pre-tax income | 205.0 m | -130.0 m | -1.3 bn | -729.0 m | -482.0 m | -304.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Income tax | 20.0 m | 1.0 m | 12.0 m | 9.0 m | 10.0 m | 9.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Net income | 185.0 m | -131.0 m | -1.3 bn | -738.0 m | -492.0 m | -313.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Diluted EPS | 1.86 | -1.26 | -12.54 | -6.47 | -4.01 | -2.44 | SEC (XBRL)· 19 Feb 2026verified |
| Weighted average diluted shares | 99.0 m | 104.0 m | 106.0 m | 114.0 m | 123.0 m | 128.0 m | SEC (XBRL)· 19 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 2.1 bn | 1.7 bn | 1.1 bn | 1.3 bn | 1.3 bn | 1.5 bn | SEC (XBRL)· 19 Feb 2026verified |
| Receivables | 110.0 m | 226.0 m | 272.0 m | 140.0 m | 155.0 m | 132.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Inventories | 52.0 m | 69.0 m | 90.0 m | 75.0 m | 76.0 m | 71.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Current assets | 3.0 bn | 3.0 bn | 1.9 bn | 1.9 bn | 1.9 bn | 2.0 bn | SEC (XBRL)· 19 Feb 2026verified |
| Property, plant & equipment, net | 684.0 m | 674.0 m | 774.0 m | 748.0 m | 603.0 m | 516.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Goodwill | 400.0 k | 400.0 k | 400.0 k | 400.0 k | 400.0 k | 400.0 k | SEC (XBRL)· 19 Feb 2026verified |
| Total assets | 4.6 bn | 4.6 bn | 3.6 bn | 3.5 bn | 3.5 bn | 3.4 bn | SEC (XBRL)· 19 Feb 2026verified |
| Accounts payable | 1.2 bn | 1.2 bn | 1.2 bn | 1.2 bn | 1.2 bn | 1.2 bn | SEC (XBRL)· 19 Feb 2026verified |
| Short-term debt | — | 0 | 0 | 117.0 m | 236.0 m | 39.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Long-term debt | 2.7 bn | 3.1 bn | 3.1 bn | 3.1 bn | 2.9 bn | 3.2 bn | SEC (XBRL)· 19 Feb 2026verified |
| Current liabilities | 2.2 bn | 2.2 bn | 2.1 bn | 2.2 bn | 2.4 bn | 2.1 bn | SEC (XBRL)· 19 Feb 2026verified |
| Total liabilities | 5.8 bn | 6.2 bn | 6.1 bn | 6.2 bn | 6.2 bn | 6.2 bn | SEC (XBRL)· 19 Feb 2026verified |
| Equity | -1.2 bn † | -1.6 bn † | -2.6 bn † | -2.7 bn † | -2.8 bn † | -2.8 bn † | SEC (XBRL)· 19 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 1.4 bn | 410.0 m | -674.0 m | 349.0 m | 317.0 m | 534.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Capex | 186.0 m | 101.0 m | 186.0 m | 148.0 m | 73.0 m | 70.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Free cash flow | 1.2 bn ≈ | 309.0 m ≈ | -860.0 m ≈ | 201.0 m ≈ | 244.0 m ≈ | 464.0 m ≈ | SEC (XBRL)· 19 Feb 2026derived |
| Investing cash flow | -236.0 m | -515.0 m | 1.0 m | -152.0 m | -262.0 m | -219.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Financing cash flow | 353.0 m | -303.0 m | 16.0 m | 77.0 m | -69.0 m | -129.0 m | SEC (XBRL)· 19 Feb 2026verified |
| Share repurchases | 380.0 m | 300.0 m | 75.0 m | 0 | 0 | — | SEC (XBRL)· 20 Feb 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 35.4% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: unavailable
Key indicators
Coverage and freshness
Score by group
35% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · input data missing
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -1.2% | 46 (vs peers) | 18% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 0.6% | 5 (on a fixed band) | 24% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | 2.8x | 0 (vs peers) | 29% |
| Interest coverage · Balance sheet | 1.7x | 3 (on a fixed band) | 18% |
| Current ratio · Balance sheet | 0.7x | 0 (on a fixed band) | 12% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet1/100 · 3/3 factors with a value
- Growth· partial5/100 · 1/2 factors with a value
- Quality· partial46/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Wayfair Inc. (W). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 12.5 bn USD in 2025; YoY growth 5.1%; net margin -1.2%; net debt/EBITDA 2.8x.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- Revenue CAGR 3Y: 0.6%
- Net debt / EBITDA: 2.8x
- Interest coverage: 1.7x
- Current ratio: 0.7x
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Retail-Catalog & Mail-Order Houses (SIC 5961) · same industry (4-digit SIC) · compared with 28 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | 2,876.6 bn | 21.5 | 27.4% | 16.9% | +12.4% | +14% / +82% |
| CDWCdw Corp | 21.1 bn | 19.7 | 42.5% | 4.5% | +6.8% | +17% / −20% |
| NSITInsight Enterprises, Inc. | 5.2 bn | 25.7 | 13.1% | 2.5% | −5.2% | +103% / +16% |
| JMIAJumia Technologies AG | 1.3 bn | — | -108.9% | -32.6% | +12.8% | −57% / +60% |
| BZUNBaozun Inc. | 597.0 m | — | -6.6% | -2.4% | +10.2% | +21% / +16% |
| LITBLightInTheBox Holding Co., Ltd. | 590.4 m | 68.0 | — | 3.7% | −12.1% | +42% / −63% |
| GCTGigacloud Technology Inc | 539.8 m | 13.7 | 32.3% | 10.6% | +11.1% | +56% / +495% |
| HNSTThe Honest Company, Inc. | 476.3 m | — | -6.9% | -3.6% | −1.9% | +65% / +86% |
| TDUPThredUp Inc. | 290.9 m | — | -39.2% | -6.9% | +19.5% | −71% / +12% |
| DIBS1stdibs.com, Inc. | 186.9 m | — | -9.2% | -8.5% | +1.5% | −3% / +30% |
| NXHNeighborhood Intelligence, Inc. | 163.0 m | — | -47.0% | -7.1% | −25.1% | −72% / −91% |
| AKAa.k.a. Brands Holding Corp. | 116.0 m | — | -29.5% | -4.8% | +4.4% | −26% / +9% |
| SFIXStitch Fix, Inc. | 79.5 m | — | -6.3% | -0.9% | +6.4% | −31% / −21% |
| HOURHour Loop, Inc. | 53.9 m | 37.0 | 21.8% | 1.1% | +3.0% | −28% / +3% |
| GROVGrove Collaborative Holdings, Inc. | 47.4 m | — | — | -4.1% | −14.6% | −19% / −44% |
| LVLULulu’s Fashion Lounge Holdings, Inc. | 31.0 m | — | -602.9% | -3.2% | −10.6% | +107% / −74% |
| UZXLinkage Global Inc | 21.7 m | — | -63.1% | -144.5% | −50.5% | −98% / unavailable |
| GIFTGiftify, Inc. | 21.1 m | — | -36.2% | -8.8% | −6.5% | −47% / −85% |
| CHWYChewy, Inc. | 2.3 k | 35.3 | 72.0% | 2.1% | +6.2% | −33% / +34% |
| QVCGQVC Group, Inc. | 8 | — | -6.3% | -0.2% | −7.8% | unavailable / unavailable |
| PTRNPattern Group Inc. | — | — | 6.6% | 0.9% | +39.3% | +22% / unavailable |
| HEPSD-MARKET Electronic Services & Trading | — | — | -39.7% | -2.8% | +11.1% | +19% / +100% |
| LUXELuxExperience B.V. | — | — | 63.3% | 45.2% | +50.1% | +7% / +224% |
| VIPSVipshop Holdings Limited | — | 1.4 | 18.3% | 6.8% | +2.0% | −30% / −14% |
| WWayfair Inc. | — | — | — | -1.2% | +5.1% | +24% / +149% |
1- and 3-year price returns: for W from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 8-K (04 Nov 2026 · results), 10-Q (04 Nov 2026).
In brief
Wayfair is an e-commerce platform specialised in home goods, building its growth on active customers and repeat orders. Revenue has kept rising in recent quarters and free cash flow reached high levels, while macroeconomic pressure and import tariffs remain points of attention. Fiscal 2025 net revenue of 12457 mn USD 1 shows the scale of the business, and 7.5% growth in Q2 2026 3 points to renewed momentum.
SWOT
Strengths
- The company has a very broad selection, its own logistics network and a large base of customers with repeat orders 1.
- Cash generation has grown, with free cash flow in Q2 2026 described as the strongest since 2020 3.
- Specialty and luxury brands are growing faster than the core market, diversifying revenue 3.
Weaknesses
Opportunities
Risks
- Tariffs and international tradehigh
Tariffs and trade restrictions could raise the cost of imported products, especially from China 1.
- Consumer spendinghigh
If consumer confidence falls, demand for discretionary products could decline quickly 12.
- Customer acquisition costmedium
Costly advertising might not bring profitable new customers if returns decline 1.
- Execution of restructuringmedium
Workforce reductions and restructuring could affect morale and the ability to attract talent 1.
- Unforeseen eventslow
Natural disasters, health crises or supply chain incidents could disrupt operations 1.
Investment thesis
What would need to be true (bull case)
What would break the thesis
What to watch
- Evolution of U.S. revenue and active customersQ3 2026
- Impact of tariffs on acquisition costs and margins2026
- Results of the international segment after the German exitQ3 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 8-K (04 Nov 2026 · results), 10-Q (04 Nov 2026).
The business
Segments
Market context
The company describes the home goods market as large, largely unbranded and highly substitutable, with spending gradually moving online 1. Management believes a growing share of dollars could be spent online, which could create room for market share gains 1.
Consumers often treat home purchases as discretionary, and demand depends on economic confidence, interest rates and housing market conditions 1. Inflation pressures and trade uncertainty could affect spending in coming periods 2.
Trends
- Trade policy and tariffsheadwind
US tariffs on imports, including furniture and home goods from China, have raised supplier costs and could affect margins or prices 1. The company works with suppliers outside China but cannot assure that it will offset all increased costs 1.
- Shift of home goods shopping onlinetailwind
Management believes the home goods market is gradually moving online, which could support long-term growth 1. Growth in active customers in Q2 2026 is consistent with this view 3.
- Artificial intelligence and personalisationmixed
Investment in artificial intelligence for search and recommendations could improve conversion and advertising efficiency 1. Results depend on how customers adopt these tools 2.
- Macroeconomic pressure on consumersheadwind
Persistent pressure on consumers has limited growth, and the company says it could limit spending if conditions worsen 2. The decline in the international segment shows sensitivity to local conditions 3.
Competitive position
The home goods market is highly competitive and fragmented, with furniture stores, big box retailers, specialty retailers and online platforms 1. Wayfair focuses on the mass market, where the decisive factors are wide selection, price, speed of delivery and customer service 1.
Competition includes large physical stores and general online platforms, which could pressure margins and customer acquisition costs 1. The company says its advantage comes from combining selection, logistics and technology 1.
- AmazonAMZN
General online platform named by the company among competitors in online home goods 1.
- Home DepotHD
Large-format home improvement and home goods retailer named among competitors 1.
- Lowe'sLOW
Home improvement retailer present in the same product categories 1.
- Williams SonomaWSM
Specialty retailer of premium furniture and decor named among competitors in the upper segment 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Wayfair sales jump 10% as furniture retailer says it's winning share of sluggish marketCNBC — Top News · 04 Nov 2026 · EN
- Wayfair Invests In Quarterback Matthew Stafford --- And The NFLSurge — GDELT DOC · 29 Sept 2026 · RO
- Wayfair Sees Momentum as Stores, High-End Goods Draw ConsumersBloomberg Markets · 04 Aug 2026 · EN
- Chief Future Officer: Kate Gulliver, WayfairBloomberg Markets · 09 Jul 2026 · EN
SEC filings
- Quarterly report04 Nov 2026
- Current report04 Nov 2026Results of operations · Financial statements and exhibits
- Quarterly report04 Aug 2026
- Current report04 Aug 2026Results of operations · Financial statements and exhibits
- Current report22 May 2026Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
- Current report18 May 2026Material agreement · Creation of a direct financial obligation · Regulation FD disclosure · Financial statements and exhibits
- Current report14 May 2026Regulation FD disclosure · Financial statements and exhibits
- Current report13 May 2026Regulation FD disclosure · Financial statements and exhibits
- Quarterly report30 Apr 2026
- Current report30 Apr 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Wayfair Inc. · 19 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Wayfair Inc. · 04 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Wayfair Inc. · 04 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.