Zacks Investment Research·Sep 15, 2026
Mid-September Shakeup: Three Catalysts, One AfternoonMarkets enter the week accordingly jumpy, with volatility measures rising into the seasonally weak month of September.
Wayfair's aggressive cost discipline has driven a meaningful operating margin recovery from -8.6% in 2024Q1 to 3.0% in 2026Q2, with revenue growth stabilizing at 7.5%. However, persistent net losses (cumulative -$1.1B over ten quarters) and a deeply negative e...
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 stabilized at 7.5% in 2026Q2, while gross margin plateaued at 30.0% and operating margin improved to 3.0% from -8.6% in 2024Q1, yet net losses persist at -$1M in 2026Q2.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 28, 2025 | $0.70+52.2% vs $0.46 | $3.1B-5.4% vs $3.3B |
Markets enter the week accordingly jumpy, with volatility measures rising into the seasonally weak month of September.
Wayfair leads five stocks screened for above-industry efficiency ratios, with strong earnings surprise records adding to their growth potential.
Wayfair Inc. (W) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
VIRT, W and CCS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 8, 2026.
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 |
|---|---|---|---|---|---|---|---|
| $99.46 | $13.62B | -41.10 | 5.11% | -2.51% | — | — | |
| $124.59 | $2.35B | 19.74 | 8.14% | 3.23% | 184.91% | — | |
| $227.83 | $26.83B | 25.77 | 1.24% | 14.73% | 57.79% | — | |
| $4.28 | $319.45M | -3.04 | -25.12% | -7.13% | -38.78% | — | |
| $29.35 | $7.05B | 324.31 | 15.52% | 1.96% | 1.18% | — | |
| $249.27 | $2.68T | 34.77 | 12.38% | 17.44% | 30.5% | — |
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)
Aug 4, 2026·SEC
May 22, 2026·SEC
May 18, 2026·SEC
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Wayfair Inc. (W) stock FAQ — growth, dividends, profitability & financials explained
Wayfair Inc. (W) reported $12.90B in revenue for fiscal year 2025. This represents a 2047% increase from $601.0M in 2012.
Wayfair Inc. (W) grew revenue by 5.1% over the past year. This is steady growth.
Wayfair Inc. (W) reported a net loss of $321.0M for fiscal year 2025.
Wayfair Inc. (W) generated $495.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
