US · Consumer Cyclical · Internet Retail
EPS came in at 0.93 against a street estimate of 0.31 — a beat of 200.0%.
Analysts rate Wayfair Inc a buy (20 buy, 12 hold, 1 sell out of 33) with an average price target of $125.41.
CONFIDENT Q2 beat with 7.5% revenue growth, orders up 6%, U.S. accelerating to 8.7%. Guiding Q3 high single-digit growth. Perigold doing $400M+ annually, growing 35%+. Expanding stores, loyalty program, AI initiatives driving margin expansion ahead. Q2 2026 U.S. at best post-COVID growth rate. International pressured by delayed program rollout (loyalty only recent); macro weakness in Canada, U.K. Analysts pressed on gross margin reinvestment returns and store economics; management emphasized optimizing total profit dollars, not rate metrics alone, and deferred detailed store margin disclosure pending more data. Tariff and competitive pricing questions yielded no material changes flagged. 2026-08-04…
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| Fund | Stake |
|---|---|
| FMR Inc | 11.88% |
| Capital World Investors | 8.16% |
| BlackRock Inc | 3.68% |
| Vanguard Capital Management, LLC | 3.49% |
| Renaissance Technologies Corp | 3.30% |
| Jupiter Topco LLC | 3.26% |
| Vanguard Portfolio Management, LLC | 3.07% |
| AQR Capital Management LLC | 2.26% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenue was $3,420 million, up from $3,117 million in the third quarter of 2025. • Third-quarter gross pro | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net revenue was $3,420 million, up 9.7% year over year from $3,117 million. • U.S. net revenue was $3,040 million, up 11. | 2026-11-04 |
| Quarterly report · Q2 2026 WAYFAIR INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenue Q2 2026: $3,519 million (up 7.5% vs. Q2 2025: $3,273 million) • Net revenue first | 2026-08-04 |
| Results announced · Q3 2026 WAYFAIR Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total net revenue: $3.5 billion, up 7.5% year-over-year ($246 million increase) • U.S. net reven | 2026-08-04 |
| Board / officer change · Q2 2026 WAYFAIR INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 21, 2026 • 20,000,000 additional shares authorized for issuance under the | 2026-05-22 |
| Material agreement · Q2 2026 WAYFAIR INC. - 8-K SUMMARY HEADLINE NUMBERS • Issued $400 million aggregate principal amount of 7.125% senior secured notes due May 31, 2034 • Inter | 2026-05-18 |
| Reg FD disclosure · Q2 2026 WAYFAIR INC. - 8-K FILING SUMMARY Report Date: May 13, 2026 --- HEADLINE NUMBERS • Wayfair subsidiary issued $400 million in senior secured notes w | 2026-05-14 |
| Quarterly report · Q1 2026 WAYFAIR INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenue Q1 2026: $2,931 million (vs. $2,730 million Q1 2025) – up 7.4% year-over-year • N | 2026-04-30 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.