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W Wayfair Inc.

USConsumer Cyclical
$86.74-6.98%ClosedMarket Cap: $11.45B

As of 2026-07-08 16:00

Why W matters now

Wayfair Inc. (W) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $86.74 with -6.98% on the session and $11.45B in market capitalization; recent performance reads 1-month +54.22% and YTD -11.84%.

The latest financial table shown here is Q1 2026, with revenue of $2.93B, net income of $-105.0M, and EPS of $-0.80. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield 3.9%.

The latest indexable market news headline is "Chief Future Officer: Kate Gulliver, Wayfair" from Bloomberg Markets and Finance.

Additional event context on this page matters because analyst consensus is Buy with a median target of $100.00; recent insider activity includes Tan Fiona filing A-Award; recent congressional disclosure data includes Gilbert Cisneros Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

PEG

P/B

-4.08

P/S

0.92

EV/EBITDA

111.83

DCF Value

$-14.24

FCF Yield

3.9%

Div Yield

0.0%

Margins & Returns

Gross Margin

30.1%

Operating Margin

1.1%

Net Margin

-2.4%

ROE

11.0%

ROA

-10.6%

ROIC

16.8%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$2.93B$-105.0M$-0.80
Q4 2025$3.34B$-116.0M$-0.89
FY 2025$12.46B$-313.0M$-2.42
Q3 2025$3.12B$-99.0M$-0.76

Analyst Ratings

Consensus

Buy

Target (Consensus)

$99.43

Target (Median)

$100.00

Target Range

$75.00 - $125.00

Strong Buy: 6Buy: 13Hold: 12Sell: 0Strong Sell: 0
Evercore ISI GroupOutperform
2026-06-02
GuggenheimBuy
2026-05-20
CitigroupBuy
2026-05-19
MizuhoOutperform
2026-05-08
Wells FargoOverweight
2026-05-01

Trading Activity

Insider Trades

Tan Fionaofficer: Chief Technology Officer
Sell2026-05-04
Blotner Jonofficer: Pres., Commercial & Operations
Sell2026-05-04
Gulliver Kateofficer: CFO and Chief Admin Officer
Sell2026-05-04
Shah Nirajdirector, officer: Chief Executive Officer
Sell2026-04-27
Shah Nirajdirector, officer: Chief Executive Officer
Sell2026-04-27

Congress Trades

Gilbert CisnerosBuy
2026-06-09

Latest News

Chief Future Officer: Kate Gulliver, WayfairBloomberg Markets and Finance · 2026-07-08
Wayfair's Big Bet on Bricks and MortarBloomberg Markets and Finance · 2026-07-08
How Wayfair Has Built AI Into Its FutureBloomberg Markets and Finance · 2026-07-08

Company Info

Sector

Consumer Cyclical

Industry

Specialty Retail

Country

US

Exchange

Beta

3.02

Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands. Through its dedicated online platforms, which include Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold, customers can browse and purchase a wide array of items, from furniture and decorative accents to kitchenware and home renovation supplies. Established in 2002, Wayfair Inc. maintains its corporate headquarters in Boston, Massachusetts.