Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts ...
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Est. EPS $2.84 · Revenue $13.40B · 18 analysts
Est. EPS $3.89 · Revenue $14.39B · 19 analysts
Est. EPS $1.11 · Revenue $3.63B · 8 analysts
Est. EPS $1.37 · Revenue $3.90B · 13 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $12.5B | +5.1% | +20.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-313.0M | +36.4% | +99.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +30.2% | +0.2% | -0.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +0.1% | +103.5% | +566.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -2.5% | +39.5% | +99.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $329.0M | +296.4% | +442.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +2.6% | +277.1% | +385.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -146.2% | +4.6% | +2.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.94x | +18.7% | -2.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.4B | -0.5% | +3.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.42 vs 2.39 | -201.1% | -0.01 vs 1.11 | -100.7% |
| Revenue Surprise | $12.5B vs $12.4B | +0.3% | $3.5B vs $3.6B | -3.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Shah Niraj | director, officer: Chief Executive Officer | Class A Common Stock | D | 9,025 | $101.98 |
| Aug 12, 2026 | Shah Niraj | director, officer: Chief Executive Officer | Class A Common Stock | D | 23,259 | $102.87 |
| Aug 12, 2026 | Shah Niraj | director, officer: Chief Executive Officer | Class A Common Stock | D | 25,137 | $103.71 |
| Aug 12, 2026 | Shah Niraj | director, officer: Chief Executive Officer | Class A Common Stock | D | 11,524 | $104.68 |
| Aug 12, 2026 | Shah Niraj | director, officer: Chief Executive Officer | Class A Common Stock | D | 55 | $105.43 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Wayfair Q2 2026 Earnings Release and Conference Call. [Operator Instructions] I will now hand the conference over to Ryan Barney, Head of Investor Relations. Ryan, please go ahead. Ryan Barney: Good morning, and thank you for joining us. Today, we will review our second quarter 2026 results. With me are Niraj Shah, Co-Founder, Chief Executive Officer and Co-Chairman; Steve Conine, Co-Founder and Co-Chairman; and Kate Gulliver, Chief Financial Officer and Chief Administrative Officer. We will all be available for Q&A following today's prepared remarks. I would like to remind you that our call today will consist of forward-looking statements, including, but not limited to, those regarding our future prospects, business strategies, industry trends and our financial performance, including guidance for the third quarter of 2026. All forward-looking statements made on today's call are based on information available to us as of today's date. We cannot guarantee that any forward-looking statements will be accurate, although we believe we have been reasonable in our expectations and assumptions. Our 10-K for 2025, our 10-Q for this quarter and our subsequent SEC filings identify certain factors that could cause the company's actual results to differ materially from those projected in any forward-looking statements made today. Except as required by law, we undertake no obligation to publicly update or revise any of these statements, whether as a result of any new information, future events or otherwise. Also, please note that during this call, we will discuss certain non-GAAP financial measures as we review the company's performance, including contribution profit, contribution margin, adjusted EBITDA, adjusted EBITDA margin and free cash flow. These non-GAAP financial measures should not be considered replacements for and should be read together with GAAP results. Please refer to the Investor Relations section of our website to obtain a copy of our earnings release and investor presentation, which contain descriptions of our non-GAAP financial measures and reconciliations of non-GAAP measures to the nearest comparable GAAP measures. This call is being recorded, and a webcast will be available for replay on our IR website. I would now like to turn the call over to Niraj. Niraj Shah: Thanks, Ryan, and good morning, everyone. We're pleased to be with you today to discuss our second quarter results. Q2 marked another strong quarter of share capture and top line momentum with 7.5% net revenue growth. Our growth this quarter was fueled by momentum in orders, which were up by 6% for the period. Compared to Q1, orders were up over 12%, the best sequential growth we've seen in Q2 since the second quarter of 2020. AOV grew by 1.2% year-over-year, continuing a very consistent trend of low to mid-single-digit growth that we've been seeing for years now. Active customers also continued its upward …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Niraj S. Shah | Co-Founder, Co-Chairman & Chief Executive Officer | USD 289,568 | Male | 1974 | Active |
Fiona Tan | Chief Technology Officer | USD 260,000 | Female | 1971 | Active |
Kate Gulliver | Chief Financial Officer & Chief Administrative Officer | USD 260,000 | Female | 1982 | Active |
Jon Blotner | President | USD 259,616 | Male | 1981 | Active |
Steven K. Conine | Co-Founder & Co-Chairman | USD 84,605 | Male | 1973 | Active |
Corey Gilbertson | Vice President of Platforms, Services & Sales | — | Male | — | Active |
Paul Toms | Chief Marketing Officer | — | Male | — | Active |
Enrique Colbert | General Counsel & Secretary | — | Male | — | Active |
Ryan Gilchrist | Chief People Officer | — | Male | — | Active |
Matthew Lesniak | Global Head of Finance & Accounting | — | Male | — | Active |
Bank of New York Mellon Corp raised its holdings in Wayfair Inc. (NYSE: W) by 1.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 310,825 shares of the company's stock after purchasing an additional 5,586 shares during the quarter. Bank of
Atreides Management LP increased its position in shares of Wayfair Inc. (NYSE: W) by 64.3% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,430,997 shares of the company's stock after purchasing an additional 560,133 shares during the period. Wayfair accounts
Wayfair (W) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
On July 27, 2026, Wayfair Inc (W) shares rose 12.3% to a current price of $94.53. This move comes amid a 52-week range of $55.60 to $119.98, indicating signific
On July 21, 2026, Wayfair Inc (W) shares fell 3.4% to close at $84.81. The stock has been under pressure, now trading within a 52-week range of $55.01 to $119.9
