Wayfair W Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net revenue by Business | ||||||
| International | $319M+6.0% | $395M+3.7% | $389M+4.6% | $399M+3.1% | $301M-10.9% | |
| U.S. | $2.61B+7.5% | $2.94B+7.4% | $2.73B+8.6% | $2.87B+5.3% | $2.43B+1.6% | |
| Total Assets by Business | ||||||
| Corporate Segment | $1.51B-17.6% | $2.01B+6.8% | $1.72B— | $1.88B— | $1.84B— | |
| International | $317M-6.8% | $319M-2.7% | $317M— | $324M— | $340M— | |
| U.S. | $1.04B-16.3% | $1.11B-11.1% | $1.08B— | $1.07B— | $1.24B— | |
| Adjusted EBITDA by Business | ||||||
| International | -$10M-191% | -$10M+28.6% | -$1M+95.5% | -$19M+47.2% | $11M+124% | |
| U.S. | $161M+69.5% | $234M+113% | $209M+48.2% | $224M+12.6% | $95M-21.5% | |
| Total long-lived assets by Business | ||||||
| Corporate Segment | $393M-4.4% | $410M-10.9% | $437M— | $445M— | $411M— | |
| International | $262M-8.7% | $273M-2.2% | $266M— | $280M— | $287M— | |
| U.S. | $588M-23.6% | $695M-11.9% | $674M— | $683M— | $770M— | |
| Other segment items by Business | ||||||
| International | $65M+10.2% | $63M-18.2% | $64M-13.5% | $67M-20.2% | $59M-31.4% | |
| U.S. | $346M+1.2% | $357M+0.8% | $347M+2.1% | $353M+2.6% | $342M-2.3% | |
| Cost of goods sold by Business | ||||||
| International | $229M+18.7% | $296M+10.9% | $285M+4.0% | $305M+3.7% | $193M-25.8% | |
| U.S. | $1.81B+7.4% | $2.02B+6.3% | $1.88B+9.3% | $1.97B+5.6% | $1.69B+3.2% | |
| Advertising by Business | ||||||
| International | $35M-7.9% | $46M-9.8% | $41M-10.9% | $46M+2.2% | $38M0.0% | |
| U.S. | $294M-3.9% | $333M-11.9% | $289M-6.2% | $326M+1.9% | $306M+7.0% |
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.
