Wayfair W Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net revenue by Business | ||||||
| International | $319M-19.2% | $395M+1.5% | $389M-2.5% | $399M+32.6% | $301M-21.0% | |
| U.S. | $2.61B-11.2% | $2.94B+7.8% | $2.73B-5.1% | $2.87B+18.3% | $2.43B-11.4% | |
| Total Assets by Business | ||||||
| Corporate Segment | $1.51B-24.8% | $2.01B+16.9% | $1.72B-8.4% | $1.88B+2.4% | $1.84B-2.6% | |
| International | $317M-0.6% | $319M+0.6% | $317M-2.2% | $324M-4.7% | $340M+3.7% | |
| U.S. | $1.04B-6.1% | $1.11B+2.9% | $1.08B+0.4% | $1.07B-13.7% | $1.24B-0.2% | |
| Adjusted EBITDA by Business | ||||||
| International | -$10M0.0% | -$10M-900% | -$1M+94.7% | -$19M-273% | $11M+179% | |
| U.S. | $161M-31.2% | $234M+12.0% | $209M-6.7% | $224M+136% | $95M-13.6% | |
| Total long-lived assets by Business | ||||||
| Corporate Segment | $393M-4.1% | $410M-6.2% | $437M-1.8% | $445M+8.3% | $411M-10.7% | |
| International | $262M-4.0% | $273M+2.6% | $266M-5.0% | $280M-2.4% | $287M+2.9% | |
| U.S. | $588M-15.4% | $695M+3.1% | $674M-1.3% | $683M-11.3% | $770M-2.4% | |
| Other segment items by Business | ||||||
| International | $65M+3.2% | $63M-1.6% | $64M-4.5% | $67M+13.6% | $59M-23.4% | |
| U.S. | $346M-3.1% | $357M+2.9% | $347M-1.7% | $353M+3.2% | $342M-3.4% | |
| Cost of goods sold by Business | ||||||
| International | $229M-22.6% | $296M+3.9% | $285M-6.6% | $305M+58.0% | $193M-27.7% | |
| U.S. | $1.81B-10.3% | $2.02B+7.2% | $1.88B-4.5% | $1.97B+16.9% | $1.69B-11.2% | |
| Advertising by Business | ||||||
| International | $35M-23.9% | $46M+12.2% | $41M-10.9% | $46M+21.1% | $38M-25.5% | |
| U.S. | $294M-11.7% | $333M+15.2% | $289M-11.3% | $326M+6.5% | $306M-19.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Wayfair break its business down?
- Wayfair (W) reports net revenue by business across 2 parts — International and U.S.. Each is extracted from the segment footnotes and tracked over time.
- Where does Wayfair's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Wayfair's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
