Wayfair W Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net revenue by Business | ||||||
| International | $1.5B+1.2% | $1.48B+1.0% | $1.47B+1.2% | $1.45B+0.8% | $1.44B-2.5% | |
| U.S. | $11.16B+1.7% | $10.97B+1.9% | $10.77B+2.0% | $10.56B+1.4% | $10.41B+0.4% | |
| Total Assets by Business | ||||||
| Corporate Segment | $7.13B-4.3% | $7.46B+1.7% | $7.33B— | —— | —— | |
| International | $1.28B-1.8% | $1.3B-0.7% | $1.31B— | —— | —— | |
| U.S. | $4.29B-4.5% | $4.5B-3.0% | $4.64B— | —— | —— | |
| Adjusted EBITDA by Business | ||||||
| International | -$40M-111% | -$19M+17.4% | -$23M+47.7% | -$44M+27.9% | -$61M+48.3% | |
| U.S. | $828M+8.7% | $762M+19.4% | $638M+11.9% | $570M+4.6% | $545M-4.6% | |
| Total long-lived assets by Business | ||||||
| Corporate Segment | $1.69B-1.1% | $1.7B-2.9% | $1.75B— | —— | —— | |
| International | $1.08B-2.3% | $1.11B-0.5% | $1.11B— | —— | —— | |
| U.S. | $2.64B-6.4% | $2.82B-3.2% | $2.92B— | —— | —— | |
| Other segment items by Business | ||||||
| International | $259M+2.4% | $253M-5.2% | $267M-3.6% | $277M-5.8% | $294M-8.4% | |
| U.S. | $1.4B+0.3% | $1.4B+0.2% | $1.4B+0.5% | $1.39B+0.7% | $1.38B-0.6% | |
| Cost of goods sold by Business | ||||||
| International | $1.12B+3.3% | $1.08B+2.8% | $1.05B+1.1% | $1.04B+1.1% | $1.03B-6.1% | |
| U.S. | $7.68B+1.7% | $7.56B+1.6% | $7.44B+2.2% | $7.28B+1.4% | $7.17B+0.7% | |
| Advertising by Business | ||||||
| International | $168M-1.8% | $171M-2.8% | $176M-2.8% | $181M+0.6% | $180M0.0% | |
| U.S. | $1.24B-1.0% | $1.25B-3.5% | $1.3B-1.4% | $1.32B+0.5% | $1.31B+1.5% |
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.
