# Wayfair Inc.: overview

W · NYSE · CIK 1616707 · [Consumer discretionary](/sectors/consumer-discretionary.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/w.md) · [Financials](/companies/w/financials.md) · [Filings](/companies/w/filings.md) · [Insiders](/companies/w/insiders.md)

Latest reported revenue: [$3.52bn](/filings/0001616707-26-000150.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 4, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001616707-26-000150).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [2,884](/filings/0001616707-25-000127.md) | [3,121 d](/filings/0001616707-26-000027.md) | [2,730](/filings/0001616707-26-000113.md) | [3,273](/filings/0001616707-26-000150.md) | [3,117](/filings/0001616707-25-000127.md) | [3,337 d](/filings/0001616707-26-000027.md) | [2,931](/filings/0001616707-26-000113.md) | [3,519](/filings/0001616707-26-000150.md) |
| Gross margin | % | [30.3%](/filings/0001616707-25-000127.md) | [30.2% d](/filings/0001616707-26-000027.md) | [30.7%](/filings/0001616707-26-000113.md) | [30.1%](/filings/0001616707-26-000150.md) | [30.0%](/filings/0001616707-25-000127.md) | [30.3% d](/filings/0001616707-26-000027.md) | [30.0%](/filings/0001616707-26-000113.md) | [30.0%](/filings/0001616707-26-000150.md) |
| Operating margin | % | [(2.6%)](/filings/0001616707-25-000127.md) | [(3.7%) d](/filings/0001616707-26-000027.md) | [(4.5%)](/filings/0001616707-26-000113.md) | [0.5%](/filings/0001616707-26-000150.md) | [1.2%](/filings/0001616707-25-000127.md) | [2.5% d](/filings/0001616707-26-000027.md) | [(0.4%)](/filings/0001616707-26-000113.md) | [3.0%](/filings/0001616707-26-000150.md) |
| Net margin | % | [(2.6%)](/filings/0001616707-25-000127.md) | [(4.1%) d](/filings/0001616707-26-000027.md) | [(4.1%)](/filings/0001616707-26-000113.md) | [0.5%](/filings/0001616707-26-000150.md) | [(3.2%)](/filings/0001616707-25-000127.md) | [(3.5%) d](/filings/0001616707-26-000027.md) | [(3.6%)](/filings/0001616707-26-000113.md) | [(0.0%)](/filings/0001616707-26-000150.md) |
| Diluted EPS | $ per share | [(0.60)](/filings/0001616707-25-000127.md) | not reported | [(0.89)](/filings/0001616707-26-000113.md) | [0.11](/filings/0001616707-26-000150.md) | [(0.76)](/filings/0001616707-25-000127.md) | not reported | [(0.80)](/filings/0001616707-26-000113.md) | [(0.01)](/filings/0001616707-26-000150.md) |
| Free cash flow | $m | [32.0 d](/filings/0001616707-25-000127.md) | [142 d](/filings/0001616707-26-000027.md) | [(101)](/filings/0001616707-26-000113.md) | [260 d](/filings/0001616707-26-000150.md) | [128 d](/filings/0001616707-25-000127.md) | [177 d](/filings/0001616707-26-000027.md) | [(77.0)](/filings/0001616707-26-000113.md) | [334 d](/filings/0001616707-26-000150.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $bn | [13.7](/filings/0001616707-24-000014.md) | [12.2](/filings/0001616707-25-000022.md) | [12.0](/filings/0001616707-26-000027.md) | [11.9](/filings/0001616707-26-000027.md) | [12.5](/filings/0001616707-26-000027.md) |
| Gross margin | % | [28.4%](/filings/0001616707-24-000014.md) | [28.0%](/filings/0001616707-25-000022.md) | [30.6%](/filings/0001616707-26-000027.md) | [30.2%](/filings/0001616707-26-000027.md) | [30.2%](/filings/0001616707-26-000027.md) |
| Operating margin | % | [(0.7%)](/filings/0001616707-24-000014.md) | [(11.3%)](/filings/0001616707-25-000022.md) | [(6.8%)](/filings/0001616707-26-000027.md) | [(3.9%)](/filings/0001616707-26-000027.md) | [0.1%](/filings/0001616707-26-000027.md) |
| Net margin | % | [(1.0%)](/filings/0001616707-24-000014.md) | [(10.9%)](/filings/0001616707-25-000022.md) | [(6.1%)](/filings/0001616707-26-000027.md) | [(4.2%)](/filings/0001616707-26-000027.md) | [(2.5%)](/filings/0001616707-26-000027.md) |
| Diluted EPS | $ per share | [(1.26)](/filings/0001616707-24-000014.md) | [(12.54)](/filings/0001616707-25-000022.md) | [(6.47)](/filings/0001616707-26-000027.md) | [(4.01)](/filings/0001616707-26-000027.md) | [(2.44)](/filings/0001616707-26-000027.md) |
| Free cash flow | $bn | [0.3](/filings/0001616707-24-000014.md) | [(0.9)](/filings/0001616707-25-000022.md) | [0.2](/filings/0001616707-26-000027.md) | [0.2](/filings/0001616707-26-000027.md) | [0.5](/filings/0001616707-26-000027.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/w/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $1.50bn | 16,277,047 |  | Reduced −812 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $1.03bn | 11,177,483 |  | Reduced −2,614,300 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $465.3m | 5,035,150 |  | Reduced −703,528 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $441.4m | 4,776,475 |  | Added +113,276 |
| [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $417.2m | 4,514,426 |  | Reduced −457,999 |
| [Jupiter Topco LLC](/funds/2146052.md) | 2026-06-30 | $413.0m | 4,469,109 |  | Not compared |
| [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $392.7m | 4,248,900 | Call | Added +177,500 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $388.0m | 4,198,629 |  | Reduced −190,032 |
| [JANUS HENDERSON GROUP PLC](/funds/1274173.md) | 2026-03-31 | $290.8m | 3,866,708 |  | Not compared |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $284.9m | 3,101,936 |  | Added +1,248,779 |

## Recent filings

[All 2,888 filings](/companies/w/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-04 | 16:05 ET | [10-Q](/filings/0001616707-26-000150.md) | Quarterly report, period 2026-06-30 | 0001616707-26-000150 |
| 2026-08-04 | 07:02 ET | [8-K](/filings/0001616707-26-000147.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001616707-26-000147 |
| 2026-05-22 | 06:46 ET | [8-K](/filings/0001616707-26-000122.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001616707-26-000122 |
| 2026-05-18 | 16:30 ET | [8-K](/filings/0001193125-26-229012.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-229012 |
| 2026-05-14 | 18:51 ET | [8-K](/filings/0001193125-26-222168.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-222168 |
| 2026-05-13 | 08:09 ET | [8-K](/filings/0001193125-26-220660.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-220660 |
| 2026-04-30 | 16:05 ET | [10-Q](/filings/0001616707-26-000113.md) | Quarterly report, period 2026-03-31 | 0001616707-26-000113 |
| 2026-04-30 | 07:06 ET | [8-K](/filings/0001616707-26-000110.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001616707-26-000110 |
| 2026-03-31 | 16:08 ET | [DEF 14A](/filings/0001616707-26-000074.md) | Proxy statement, period 2026-05-21 | 0001616707-26-000074 |
| 2026-03-06 | 16:37 ET | [8-K](/filings/0001616707-26-000043.md) | 7.01 Regulation FD disclosure | 0001616707-26-000043 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001616707-26-000027.md), filed Feb 19, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/ee3d1b3b-6104-4dfb-a33c-8a81ad05a615)

## About the filer

- CIK: 1616707
- Tickers: W
- Exchange: NYSE
- SIC code: 5961 Retail-Catalog & Mail-Order Houses
- State of incorporation: not reported
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 12:47 ET. No prices; not investment advice.