Wayfair Inc.

Report azionario NYSE:W

Capitalizzazione di mercato: US$8.0b

Wayfair Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Wayfair non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

1.5%

Rendimento del riacquisto

Rendimento totale per gli azionisti1.5%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Seeking Alpha Apr 30

Wayfair: A Strategic Dip To Buy As Margins Rise (Upgrade)

Summary Wayfair reported strong Q1 results that featured stable revenue growth, an outlier amid a declining furniture category. Wayfair is reducing its advertising spending and still gaining market share. The sharp post-Q1 earnings selloff in the stock overlooks the fact that Wayfair is growing adjusted EBITDA at a >40% y/y clip. I'm upgrading the stock to a "Buy," as Wayfair has fallen to attractive multiples of adjusted EBITDA. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 28

W: Store Expansion And Rewards Program Will Support Balanced Forward Outlook

Analysts now see Wayfair’s fair value holding at $80.00 per share, supported by updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together reflect a slightly adjusted risk and earnings profile for the business. What's in the News Wayfair plans to open its first large format Florida store at Galleria Fort Lauderdale in late 2027.
Aggiornamento della narrazione Apr 14

W: Store Expansion And Membership Program Will Support Bullish Outlook

Analysts have adjusted their Wayfair price target to $104.93 from $113.64, reflecting updated assumptions for a slightly higher discount rate, marginally lower revenue growth, a modestly higher profit margin, and a reduced future P/E multiple. What's in the News Wayfair plans to open its first large-format Florida store at Galleria Fort Lauderdale in late 2027, a two level, 94,000 square foot location that will offer a broad range of home products and design services as part of the mall's planned redevelopment (Key Developments).
Aggiornamento della narrazione Mar 30

W: Store Expansion And Rewards Program Will Support Positive Forward Outlook

Analysts have reiterated an $80.00 price target for Wayfair, citing small model adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the main factors supporting this unchanged view. What's in the News Wayfair is being removed from the S&P Homebuilders Select Industry Index, which can affect how index-tracking funds and some institutional investors gain exposure to the stock (Index Constituent Drops).
Aggiornamento della narrazione Mar 16

W: Store Expansion And Rewards Program Will Support Balanced Forward Outlook

Analysts have adjusted their price target for Wayfair to $80.00. The updated view reflects recalibrated assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the fair value level unchanged at $80.00.
Aggiornamento della narrazione Mar 02

W: Expanded Payment Options And AI Commerce Work Will Support Balanced Outlook

Analysts have raised their price target on Wayfair from $56.99 to $80.00, citing updated assumptions around revenue growth, discount rate, profit margins and future P/E that collectively affect how they value the company today. What's in the News Affirm expanded its partnership with Wayfair, giving approved shoppers in the UK and Canada the option to split purchases using Affirm, with real-time approval decisions and no late or hidden fees disclosed in the announcement.
Aggiornamento della narrazione Feb 16

W: AI Commerce Protocol And Index Inclusion Will Support Bullish Outlook

Analysts have nudged their price target on Wayfair slightly lower to $113.64 from $114.21, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a modestly adjusted future P/E multiple. What's in the News Affirm expanded its partnership with Wayfair, adding its pay over time products for approved shoppers in the UK and Canada, with no late fees or hidden fees, after previously rolling out across Wayfair's US online and in store checkouts (Client Announcements).
Aggiornamento della narrazione Feb 02

W: New Store Format And AI Commerce Partnerships Will Steady 2026 Outlook

Analysts have increased their price target for Wayfair by about US$0.21 to roughly US$114.21, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. These changes leave their overall valuation view broadly steady.
Aggiornamento della narrazione Jan 19

W: UCP Partnership Will Support Future Upside For Index Aligned Shares

Analysts have nudged their price target on Wayfair to around $150, a move supported by small adjustments to fair value, discount rate, revenue growth, profit margin and expected future P/E assumptions. What's in the News Wayfair is a foundational partner co developing Google's Universal Commerce Protocol, an open standard aimed at more seamless and secure interactions between AI agents and retailer platforms.
Aggiornamento della narrazione Jan 05

W: Smaller Ohio Store Format And Index Inclusion Will Support Future Upside

Analysts have lifted their price target for Wayfair to $149.57, citing updated assumptions that pair a slightly lower discount rate and a higher revenue growth outlook with reduced profit margin expectations and a higher future P/E multiple. What's in the News Wayfair is being added to the S&P Homebuilders Select Industry Index, which can change how index funds and ETFs with that benchmark gain exposure to the stock (Index Constituent Adds).
Aggiornamento della narrazione Dec 16

W: Smaller Ohio Store Format Will Drive Stronger Profit Margins Ahead

Analysts have raised their price target on Wayfair from approximately $105 to about $150 per share. This reflects improved expectations for revenue growth and profit margins, despite a slightly higher assumed discount rate and a modestly lower future price to earnings multiple.
Aggiornamento della narrazione Dec 02

W: New Columbus Store And Share Buyback Will Shape Outlook In 2026

Analysts have maintained Wayfair's fair value estimate at $114.00 per share, citing consistent growth and profitability assumptions, even though only minor adjustments were made to model inputs. What's in the News Wayfair will open a new, smaller-format store in Columbus, Ohio in late 2026 to test new ways of bringing its shopping experience to customers.
Aggiornamento della narrazione Nov 18

W: New Columbus Retail Location Will Expand Physical Presence In 2026

Analysts have raised their price target for Wayfair from $112.31 to $114.00. They cited minor adjustments to discount rates and profit margin forecasts as supporting factors for the higher valuation.
Aggiornamento della narrazione Nov 03

W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead

Analysts have raised their price target for Wayfair significantly from $84.90 to $112.31. They cite anticipated improvements in revenue growth and profit margins, along with a lowered discount rate and a more attractive future price-to-earnings ratio.
Articolo di analisi Oct 31

US$112 - That's What Analysts Think Wayfair Inc. (NYSE:W) Is Worth After These Results

Shareholders will be ecstatic, with their stake up 23% over the past week following Wayfair Inc. 's ( NYSE:W ) latest...
Aggiornamento della narrazione Oct 20

CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales

Analysts have raised their price target for Wayfair slightly, increasing it from $83.17 to $84.90. They cite minor improvements in profitability and discount rate assumptions as reasons for this adjustment.
Aggiornamento della narrazione Oct 05

CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales

Wayfair’s analyst price target has been raised slightly from $82.10 to $83.17 per share. Analysts point to modest improvements in profit margin and a lower projected price-earnings ratio as key factors behind the upward revision.
Aggiornamento della narrazione Sep 20

CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales

Wayfair’s consensus price target saw only a negligible increase to $82.10, as both its net profit margin and discount rate remained essentially unchanged. What's in the News Wayfair has completed the repurchase of 2,354,491 shares for $611.61 million under its 2020 buyback plan, with no additional shares repurchased in the latest quarter; the 2021 buyback plan remains unused.
Aggiornamento della narrazione Aug 06

CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales

Despite a sharp decline in net profit margin and a substantial increase in future P/E, reflecting reduced profitability and higher valuation expectations, the analyst consensus price target for Wayfair has markedly increased from $50.48 to $80.45. What's in the News Wayfair announced the opening of a 140,000-square-foot large-format retail location in Denver, Colorado, expanding further into brick-and-mortar, with new stores also set for Atlanta and Yonkers.
Articolo di analisi Jul 03

Wayfair Inc.'s (NYSE:W) 36% Price Boost Is Out Of Tune With Revenues

Wayfair Inc. ( NYSE:W ) shares have continued their recent momentum with a 36% gain in the last month alone...
Articolo di analisi Jun 15

Is Wayfair Inc. (NYSE:W) Trading At A 45% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Wayfair fair value estimate is US$84.19 Current share price of...
Articolo di analisi May 19

Optimistic Investors Push Wayfair Inc. (NYSE:W) Shares Up 49% But Growth Is Lacking

Those holding Wayfair Inc. ( NYSE:W ) shares would be relieved that the share price has rebounded 49% in the last...
Seeking Alpha Mar 29

Wayfair: Weak Macro Environment Led Me To Downgrade My Rating

Summary I am less bullish on Wayfair near-term due to weak consumer spending and negative customer metrics, despite solid business fundamentals and market share gains. US revenue has shown positive growth, driven by logistics cost savings, better in-stock availability, and delivery enhancements, indicating strong relative market share gains. Wayfair's push into physical retail is proving successful, attracting new customers and enhancing overall customer lifetime value and acquisition efficiency. Near-term demand recovery remains uncertain, with weak consumer confidence and housing market, leading to a cautious investment stance despite long-term growth potential. Read the full article on Seeking Alpha
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Nuova narrazione Mar 20

CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales

Wayfair's CastleGate logistics network and strategic cost efficiencies can boost revenue growth and improve net margins over time.
Seeking Alpha Feb 21

Wayfair: Strong Execution In A Challenging Environment

Summary Shares of Wayfair stumbled slightly after a mixed Q4 earnings print, which showed a slight improvement in revenue trends but saw receding gross margins. At the same time, the company has improved its structural profitability, targeting new high-growth categories like outdoor structures and spas while also reducing opex. It is aiming to hit 10%+ adjusted EBITDA margins upon normalization of the furniture industry, relative to 3.8% in FY24. Still, recovery in sales will take a while as the real estate industry suffers from very tight supply. I remain at a neutral rating and recommend staying on the sidelines. Read the full article on Seeking Alpha
Seeking Alpha Jan 12

Wayfair: The Furniture Depression Will Not Abate Until Home Affordability Improves

Summary Wayfair faces macroeconomic headwinds, including low consumer spending on furniture, high borrowing costs, and low home sales, impacting its profitability and growth potential. The company's exit from Germany and significant layoffs aim to focus on core operations but limit growth and signal weak performance. Wayfair's positive operating cash flow depends on stock-based compensation, diluting shareholders at a potentially accelerated pace with its lower market capitalization. Despite efforts to improve margins and cash flow, Wayfair's economic and competitive challenges raise doubts about its ability to grow and earn a sustained net profit. Wayfair's debt maturities over the coming years will likely dramatically raise its interest spending as it replaces convertible debt with junk bonds. Read the full article on Seeking Alpha
Seeking Alpha Dec 07

Wayfair: Increased Spending Lowers Its Q4 2024 Adjusted EBITDA Outlook

Summary Wayfair's Q3 2024 results were largely in-line with expectations. It expects increased spending in Q4 2024, reducing its adjusted EBITDA margins compared to Q3 2024. Wayfair may now end up with $450 million to $475 million in 2024 adjusted EBITDA, not including the impact of $400 million in equity compensation. Around 50% of Wayfair's inventory comes from China, resulting in some exposure to additional tariffs. Wayfair is still trading at a high multiple to adjusted EBITDA and free cash flow, given that sales growth is flat to slightly negative currently. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

Wayfair: Fundamentals Remain Sound

Summary Despite near-term headwinds, Wayfair's fundamentals remain strong. Wayfair continues to gain market share, demonstrating its strong competitive position in the online furniture market. As the company continues to execute on its growth strategy and the macro environment improves, the stock has the potential to significantly outperform. Read the full article on Seeking Alpha
Seeking Alpha Sep 28

Wayfair: Cost Cutting Has Helped Results, But It Needs Revenue Growth

Summary Wayfair's revenue growth is essentially flat currently. The company has significantly improved its results through cost-cutting, optimizing its organization for current revenue levels. I believe further improvements will be limited without revenue growth, though. Wayfair also has issued a lot of equity compensation, granting over 9 million RSUs over the past six quarters. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Wayfair's On The Edge Of Comfort: Promising Margins, Lingering Uncertainty

Summary Wayfair Inc. has improved cost control and operational efficiency but faces challenges with heavy debt, economic uncertainty, and shifting consumer spending. Despite strong market share gains and positive EBITDA growth, Wayfair's high P/E ratio and significant debt raise concerns about long-term profitability. The home furnishings sector's decline and competition from Amazon and Walmart further pressure Wayfair's growth prospects. I rate Wayfair as “Hold” due to its strong cash position, market-share gains, and potential for improved consumer sentiment and housing market recovery. Read the full article on Seeking Alpha
Seeking Alpha Aug 07

Wayfair: Long-Term Growth And Margin Expansion Narrative Remains Intact

Summary Wayfair remains a buy due to its positive long-term growth outlook and strong competitive advantage. 2Q24 results showed revenue decline and missed EBITDA estimates, but W continues to gain market share. Near-term EBITDA margin expansion may be muted, but long-term growth and margin expansion drivers remain intact. Read the full article on Seeking Alpha
Seeking Alpha May 28

Wayfair: Is An H2 FY24 Turnaround Achievable? (Rating Upgrade)

Summary Wayfair is banking on aggressive turnaround actions to return to growth in Q2 and the second half of FY24. The company has launched a new advertising campaign ("Wayborhood") and expects a category-based rebound in the second half of the year. In addition, it has opened its first physical store. In spite of these potential upside catalysts, we should still note that Wayfair faces stiff competition, and its international segment is still incurring double-digit adjusted EBITDA margin losses. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di W siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di W siano aumentati.


Rendimento dei dividendi rispetto al mercato

Wayfair Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di W rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (W)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Specialty Retail)2.4%
Analista previsionale (W) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di W rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di W rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di W per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché W non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/13 15:54
Prezzo dell'azione a fine giornata2026/05/13 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Wayfair Inc. è coperta da 48 analisti. 29 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Colin SebastianBaird
Adrienne Yih-TennantBarclays