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Just reported
Q3 2026 results
From Wayfair's results release of 4 ноября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
3,42B $
+9,7 % y/y
-2,8 % q/qGuided
—
No guide given
EPS, GAAP
Actual
0,45 $
Guided
—
No guide given
EPS, adjusted: 0,93 $
Operating income, GAAP
Actual
106M $
+179 % y/y
+1,9 % q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Wayfair is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- Подборка
E-commerce & marketplaces
От InspectStocks · 16 companies
Online stores and marketplaces where shoppers buy from the company or outside sellers.
- Цена, 1 год
- -9,7 %
- Выручка, 1 год
- +13,4 %
+10A 7B 3C 1D 4F 1
- Подборка
Home & auto retail
От InspectStocks · 14 companies
Stores selling home-improvement goods, furnishings and car parts.
- Цена, 1 год
- -4,8 %
- Выручка, 1 год
- +4,2 %
+8A 3B 5C 3D 1F 2
Highest-graded in Internet Retail
Graded A or B and worth $2B or more: A first, then the largest.
DASHDoordash, Inc.76B $A- MELIMercadoLibre, Inc.74,8B $A
SESea Limited47,2B $A
CARTMaplebear Inc.13,8B $A+
CHWYChewy, Inc.9,3B $A
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.4 авг. 2026 г.BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.27 окт. 2026 г.FBGraded F, now B- AZOAutoZone, Inc.26 окт. 2026 г.CBGraded C, now B
SWSmurfit Westrock plc28 окт. 2026 г.CBGraded C, now B
HSAIHesai Group10 нояб. 2026 г.CBGraded C, now B
На чём зарабатывает
- Sales to customers in the United States89 %
- Sales to customers in international markets11 %
Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
Wayfair family of shopping sites
Websites for browsing and buying furniture, décor, housewares and home improvement products, including Wayfair, AllModern, Birch Lane, Joss & Main and Perigold.
Three Posts and Mercury Row
Wayfair house brands with selected home goods organized around particular styles and price points.
CastleGate
Warehousing and related logistics services that let suppliers store products closer to customers for faster delivery.
Показать ещё 3
Wayfair Delivery Network
A delivery network for large items, using consolidation centers, cross-docks and facilities that handle the final delivery to customers' homes.
CastleGate Forwarding
Inbound freight and shipping services that help suppliers move products, including from Asia, to Wayfair warehouses.
Muse
An artificial-intelligence tool that gives customers ideas and inspiration for furnishing and decorating their homes.
Кто покупает2
- Households shopping for furniture, décor, housewares and home improvement products through Wayfair's websites or physical stores.
- Businesses, from small startups to large companies, buying home goods through Wayfair's business-focused shopping service.
На чём держится и что может это сломать
От чего зависит бизнес
- 1Wayfair relies on roughly 20,000 suppliers for the products it sells; many orders ship directly from suppliers.
- 2It relies on outside carriers and delivery providers as well as its own warehouses and delivery network to move bulky and heavy goods to customers.
- 3Its sales depend on customers continuing to shop for home goods and on paid and unpaid marketing bringing customers to its sites.
Что может пойти не так
- 1Economic pressure, including inflation and higher interest rates, can affect customers' willingness to spend on home goods; changes in tariffs and import rules can also affect product and shipping costs.
- 2Supplier problems, sourcing disruptions or failures by carriers and other logistics providers can delay deliveries or affect the products Wayfair can sell.
- 3A failure or attack affecting Wayfair's websites, technology systems or logistics network could interrupt shopping or delivery; a data breach could also lead to legal and reputational consequences.
Полная финансовая отчётность →
О компании Wayfair Inc.
Wayfair sells products for homes and businesses through its websites and physical stores, with brands including Wayfair, AllModern, Birch Lane, Joss & Main and Perigold. It also provides suppliers with warehousing, shipping and advertising services. In the 12 months ended June 30, 2026, 21.7 million customers had bought from its sites; 80.2% of orders in the quarter ended June 30, 2026 came from repeat buyers.
- Штаб-квартира
- Boston, Massachusetts
- Год основания
- 2002 (company founding year, high confidence)
- Сотрудников
- approximately 12,800 (December 31, 2025, high)
- Торгуется на
- NYSE
- Конец финансового года
- December 31
Построено по собственной отчётности Wayfair Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
