Wayfair Inc. (W) stock — is it a good business?

Wayfair Inc. (W) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

From Wayfair's results release of November 4, 2026; its quarterly report has since been filed.

Revenue
Actual
$3.42B
+9.7% y/y
-2.8% q/q
Guided
—
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/q
Guided
—
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.

How it makes money

Sales to customers in the United States89%
Sales to customers in international markets11%

Shares of revenue are estimates for quarter ended March 31, 2026, not figures from a filing.

Competes with

What it sells6

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.

Show 3 more

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.

Who buys it2

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.

What it stands on, and what could break it

What the business leans on

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.

What could go wrong

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.

Full financial statements →

About 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.

Head office: Boston, Massachusetts
Founded: 2002 (company founding year, high confidence)
Employees: approximately 12,800 (December 31, 2025, high)
Listed on: NYSE
Financial year ends: December 31

Built from Wayfair Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From Wayfair's results release of November 4, 2026; its quarterly report has since been filed.

Revenue
Actual
$3.42B
+9.7% y/y
-2.8% q/q
Guided
—
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/q
Guided
—
No guide given

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

Highest-graded in Internet Retail

Graded A or B and worth $2B or more: A first, then the largest.

All 38 graded companies in its industry

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.

All grade rises