Wayfair Inc. (W)
Wayfair Inc. (W) Presents at UBS Global Consumer and Retail Conference Transcript
Wayfair Inc. (W) Presents at UBS Global Consumer and Retail Conference Transcript
3 E-Commerce Stocks Trading at a Discount: Wayfair, Etsy, and Carvana
The broader e-commerce selloff in early 2026 has created something interesting: three very different businesses, all trading well below recent highs, all with improving fundamentals the market seems to be ignoring.
Wayfair: Valuation Is Still Cheap, As We Can Print Strong Earnings Growth
Wayfair delivered another strong quarter, reinforcing my buy rating and confidence in continued share gains and margin expansion. Q4 revenue grew ~7% y/y to $3.34B, with US adj. EBITDA more than doubling and adjusted EPS turning positive at $0.85. Self-help levers like Rewards and CastleGate are structurally improving conversion, retention, and customer stickiness, driving profitable growth.
Wayfair: The Headwinds Persist - I Am Not A Buyer After The Q4 Results
Wayfair maintains strong revenue growth and high customer loyalty but struggles to expand its active customer base. Despite improved operating costs and liquidity ratios, W posted a net loss due to higher interest expenses and debt extinguishment. Macroeconomic headwinds, including weak consumer confidence and declining home sales, continue to challenge W's growth outlook.
Wayfair (NYSE:W) Trading 7.4% Higher – Here’s What Happened
Wayfair Inc. (NYSE: W - Get Free Report) shares traded up 7.4% during trading on Friday. The company traded as high as $82.40 and last traded at $85.4380. 436,158 shares traded hands during mid-day trading, a decline of 88% from the average session volume of 3,507,110 shares. The stock had previously closed at $79.57. Key
Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
W posts Q4 earnings of 85 cents, topping estimates as revenues climb 6.9% Y/Y and margins expand on improved ad efficiency.
Wayfair: The Dip Makes This Furniture Giant More Attractive, But Wait Before Buying
Wayfair: The Dip Makes This Furniture Giant More Attractive, But Wait Before Buying
Wayfair earnings beat overshadowed by customer growth concerns
Wayfair Inc (NYSE:W) posted fourth quarter revenue growth that exceeded Wall Street expectations, but saw its shares drop about 11% amid concerns over customer growth. For Q4, Wayfair reported net revenue of $3.34 billion, slightly above the $3.3 billion expected by analysts, representing a 6.9% increase from the prior year.
Wayfair's stock sinks, as investors worry expansion plans will hurt profits
Wayfair's stock was suffering its worst postearnings reaction in nearly four years, after the company unexpectedly swung to a net loss for the latest quarter and warned that profit margins may narrow.
Wayfair (W) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Wayfair (W) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Wayfair (W) Surpasses Q4 Earnings and Revenue Estimates
Wayfair (W) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to a loss of $0.25 per share a year ago.
Wayfair Loss Narrows as Revenue Rises on U.S. Growth
Wayfair narrowed its fourth-quarter loss as revenue rose, driven by the growth of its business in the U.S.
