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Wayfair

W

Wayfair is a leading e-commerce platform dedicated to the home goods market, offering over 40 million products from approximately 20,000 suppliers.

Market cap
$12.48B+48.2%
Revenue$12.7B+6.8%
Net income-$305.0M+14.6%
Free cash flow$488.0M+65.4%
EPS (diluted)-$2.35+17.8%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 4, 2026 (In 6 days)
Revenue estimate$3.5B
EPS estimate$0.88

Financials

Q1 2026

Income statement

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Revenue$2.9B+7.4%
Gross profit$880.0M+5.1%
Operating income-$11.0M+91.0%
Net income-$105.0M+7.1%
EPS (diluted)-$0.80+10.1%

Balance sheet

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Cash & equivalents$1.0B-25.0%
Total debt$3.6B-7.1%
Total equity-$2.8B-1.2%
Total assets$2.9B-16.1%

Cash flow

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Operating cash flow-$52.0M+45.8%
CapEx$25.0M+400%
Free cash flow-$77.0M+23.8%

Valuation & ratios

Valuation

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Market cap$12.48B+48.2%
Enterprise value$15.11B+35.7%
P/S+0.3×

Profitability

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Gross margin30.1%-0.2pp
Operating margin1%+0.6pp
Net margin-2.4%-0.4pp
FCF margin3.9%+1.4pp

Returns & leverage

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Current ratio0.8×-0.1×

Segments

By segment

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U.S.$2.6B+7.5%
International$319.0M+6.0%

Competitors

Profile

Wayfair is a leading e-commerce platform dedicated to the home goods market, offering over 40 million products from approximately 20,000 suppliers. The company provides a visually inspired, browse-oriented shopping experience designed to help customers discover furniture, décor, and home improvement products. Its core value proposition centers on vast selection, competitive pricing, and a proprietary logistics network optimized for heavy and bulky items.

Competitive position

Wayfair is a dominant player in the unbranded home goods market, leveraging a custom-built technology stack and a specialized logistics infrastructure to overcome the challenges of shipping large-parcel items.

GeographiesUnited States, Canada, United Kingdom, Ireland
Customer segmentsResidential Consumers, Professional/Trade Customers, Enterprise Businesses
Business modelB2C E-commerce, B2B Marketplace, Omni-channel Retail, Logistics-as-a-Service
SuppliersFurniture and home goods manufacturers, Cloud infrastructure providers, Raw material suppliers, Ocean freight carriers
CustomersIndividual homeowners, Interior designers, Real estate developers, Commercial businesses
Listed2014
Employees14.4K
CEONiraj S. Shah
FilingsSEC EDGAR

Questions, answered.

What is Wayfair's market cap?
Wayfair (W) has a market capitalization of $12.5B and trades on NYSE.
What is Wayfair's revenue and profitability?
Wayfair generated $12.7B in trailing twelve-month revenue with a net loss of $305.0M, representing a net margin of -2.4%. Gross margin stands at 30.1%, with free cash flow of $488.0M. These figures are based on the Q1 2026 filing.
Who are Wayfair's competitors?
Wayfair's key competitors include Williams-Sonoma, Amazon, Target, and others. These companies compete in similar markets and product categories.
Who does Wayfair partner with?
Wayfair's notable partners include Google, FedEx, Meta Platforms.
What subsidiaries does Wayfair have?
Wayfair's subsidiaries include Perigold, AllModern, Birch Lane, and others.
Where is Wayfair headquartered?
Wayfair is headquartered in United States of America and employs approximately 14,400 people. It has been publicly traded since 2014.