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Wayfair W Inventories

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Other financials

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

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Market cap$11.68B+142%
Enterprise value$14.32B+87.7%
P/S0.9×+0.5×

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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Return on equity-380.2%
Debt / equity135.6×
Current ratio0.8×-0.1×

Where this comes from

Reported directly by Wayfair in its filing.

Tagged under the XBRL concept us-gaap:InventoryNet.

The official record: Wayfair’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Wayfair's inventories?
Wayfair (W) reported inventories of $78M in Q1 2026.
How has Wayfair's inventories changed year-over-year?
Wayfair's inventories decreased by 13.3% year-over-year, from $90M to $78M.
What is the long-term trend for Wayfair's inventories?
Over 5 years (2020 to 2025), Wayfair's inventories has grown at a 6.4% compound annual growth rate (CAGR), from $52M to $71M.
What does inventories mean?
The total value of products the company has in stock and ready to be sold.
How do you interpret inventories?
Rising inventory relative to sales may signal slowing demand or overstocking, while declining inventory might indicate supply chain constraints or strong sales velocity.
How does inventories compare across companies?
Highly comparable across retail; peers focus on inventory turnover ratios to gauge operational efficiency.