Wayfair's revenue grew 9.7% year-over-year to roughly $3.4B in 2026Q3, suggesting a genuine re-acceleration after a prolonged stall, while operating margin improved from -4.5% in 2025Q1 to 3.1%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth re-accelerated to 9.7% year-over-year in 2026Q3 to roughly $3.4B, yet gross margin held in a narrow 29.6% to 30.7% band and operating margin of just 3.1% suggests that SG&A of about $779M per quarter is absorbing most of the scaling benefit.
Wayfair's Q1 2026 numbers show 7.4% revenue growth, indicating strong business performance.
Wayfair is executing well on cost discipline and logistics efficiency, improving profitability.
The bull case highlights Wayfair's positive cash flow as a key financial strength.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.93+16.5% vs $0.80 | $3.4B+1.2% vs $3.4B |
Q3 2026 Aug 4, 2026 | $0.95+5.1% vs $0.90 | $3.5B+1.4% vs $3.5B |
Q2 2026 Apr 30, 2026 | $0.26+0.0% vs $0.26 | $2.9B+1.5% vs $2.9B |
Q1 2026 Feb 19, 2026 | $0.85+32.8% vs $0.64 | $3.3B+1.1% vs $3.3B |
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The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
W's Q3 earnings beat draws on 11.4% U.S. sales growth and improved advertising leverage, but its Q4 outlook calls for heavier holiday ad spending.
Wayfair's Q3 earnings beat and strong U.S. market-share gains highlight growth momentum, while loyalty programs, AI initiatives and store expansion fuel optimism.
Benchmark W against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Wayfair Inc. (W)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $111.74 | $15.3B | -96.38 | 5.11% | -1.21% | — | — | |
| $130.96 | $2.48B | 23.10 | 8.14% | 3.23% | 184.91% | — | |
| $254.06 | $29.91B | 25.62 | 1.24% | 14.73% | 57.79% | 1.01% | |
| $1.66 | $181.92M | -1.18 | -25.12% | — | — | — | |
| $30.36 | $7.3B | -60.54 | 15.52% | -3.95% | -2.54% | — | |
| $259.30 | $2.79T | 21.03 | 12.38% | 16.9% | 26.71% | — |
Wayfair Inc. (W) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Wayfair Inc. (W) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 4, 2026·SEC
May 22, 2026·SEC
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Wayfair Inc. (W) stock FAQ — growth, dividends, profitability & financials explained
Wayfair Inc. (W) reported $13.21B in revenue over the trailing twelve months. Revenue was $12.46B in fiscal year 2025. That is 1973% more than the $601.0M of fiscal year 2012.
Wayfair Inc. (W) grew revenue by 7.9% over the trailing twelve months, compared with the twelve months before.
No. Wayfair Inc. (W) reported a net loss of $160.0M over the trailing twelve months.
Wayfair Inc. (W) generated $538.0M in free cash flow over the trailing twelve months.
