Breakeven Date Change • Aug 05
Forecast breakeven date pushed back to 2027 The 30 analysts covering Wayfair previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 96% to 2026. The company is expected to make a profit of US$263.8m in 2027. Average annual earnings growth of 59% is required to achieve expected profit on schedule. Reported Earnings • Aug 04
Second quarter 2026 earnings released: US$0.008 loss per share (vs US$0.12 profit in 2Q 2025) Second quarter 2026 results: US$0.008 loss per share (down from US$0.12 profit in 2Q 2025). Revenue: US$3.52b (up 7.5% from 2Q 2025). Net loss: US$1.00m (down 107% from profit in 2Q 2025). Profit margin: 0% (down from 0.5% in 2Q 2025). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. お知らせ • Jul 01
Wayfair Inc. to Report Q2, 2026 Results on Aug 04, 2026 Wayfair Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026 お知らせ • Apr 03
Wayfair Inc., Annual General Meeting, May 21, 2026 Wayfair Inc., Annual General Meeting, May 21, 2026. お知らせ • Apr 02
Wayfair Inc. to Report Q1, 2026 Results on Apr 30, 2026 Wayfair Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026 お知らせ • Mar 10
Wayfair Inc. Launches Wayfair Rewards in Canada Wayfair announced the launch of Wayfair Rewards in Canada, bringing the successful program to Wayfair's Canadian customers. Customers who enroll in Wayfair Rewards will unlock exclusive access to a rich set of benefits including 5% back in rewards, free shipping, exclusive members-only pricing and sales, and special offers and discounts. At a membership price of CAD 39 per year, the program is designed to deliver immediate value to members, who can redeem their rewards across Wayfair's catalog — on everything from bedding, decor, and kitchenware to larger home purchases. Wayfair Rewards Canadian Benefits include: 5% back in rewards on all merchandise across Wayfair; Rewards never expire so long as customers maintain their membership, and can be applied towards future purchases; Exclusive member-only sales, with deep discounts on products across categories, including national brands; Early access to Wayfair's major sales events, including Way Day; Free shipping on all items, regardless of order size; Priority customer service with a dedicated phone line for fast and high quality service; Special offers & perks, including a birthday offer. To celebrate the Canadian launch of Wayfair Rewards, Wayfair will host its first-ever Members-Only Sale in Canada from March 11 to March 13, 2026, giving Rewards members exclusive access to curated deals across key home categories. During the event, members will enjoy special pricing on select furniture, décor, housewares, seasonal items and renovation essentials with opportunities to earn reward dollars on top of sale savings. The Members-Only Sale is designed to showcase the tangible value of the program, combining exclusive discounts with the ability to build rewards for future home purchases. お知らせ • Jan 21
Wayfair Inc. to Report Q4, 2025 Results on Feb 19, 2026 Wayfair Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026 お知らせ • Nov 07
Wayfair Inc. Appoints Hal Lawton to Board of Directors, Effective November 6, 2025 Wayfair Inc. announced the appointment of Hal Lawton, president and CEO of Tractor Supply Company, to its board of directors, effective as of November 6, 2025. Lawton has served as CEO of Tractor Supply Company since 2020. Under his leadership, the company has achieved record performance and solidified its position as a leading rural lifestyle retailer. Prior to joining Tractor Supply, Lawton was president of Macy's. He also served in senior executive roles at eBay and Home Depot. He holds dual bachelor's degrees in Chemical Engineering and Pulp and Paper Science Technology from North Carolina State University and an MBA from the University of Virginia'sDarden School of Business. お知らせ • Oct 29
Wayfair Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Wayfair Inc. provided earnings guidance for the fourth quarter of 2025. For the fourth quarter, the company would expect net revenue to be up in the mid-single digits year-over-year, which includes the roughly 100 basis point drag from the impact of closing Germany. お知らせ • Sep 25
Wayfair Inc. to Report Q3, 2025 Results on Oct 28, 2025 Wayfair Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025 お知らせ • Jul 03
Wayfair Inc. to Report Q2, 2025 Results on Aug 04, 2025 Wayfair Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 04, 2025 お知らせ • Apr 05
Wayfair Inc., Annual General Meeting, May 20, 2025 Wayfair Inc., Annual General Meeting, May 20, 2025. お知らせ • Apr 02
Wayfair Inc. to Report Q1, 2025 Results on May 01, 2025 Wayfair Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025 お知らせ • Feb 14
Wayfair Inc. Appoints Diana Frost to Board of Directors Wayfair Inc. announced the appointment of Diana Frost to its board of directors, effective immediately. Frost, a seasoned executive with extensive experience in consumer brands, currently serves as Global Chief Growth Officer at Kraft Heinz. As Global Chief Growth Officer at Kraft Heinz, Frost oversees enterprise strategy, marketing excellence and capabilities, and innovation which encompasses insights, analytics and R&D. Frost has brought together these pillars to build a global growth and innovation engine that has played a critical role in the company's transformation. Prior to joining Kraft Heinz, Frost spent nearly 13 years at Mars, Incorporated, where she held several leadership positions across multiple categories. She began her career at PepsiCo and holds a BBA from Ivey Business School at Western University. お知らせ • Feb 11
Wayfair Inc. Introduces New Ai-Powered Tool 'Muse' to Inspire and Personalize the Home Shopping Experience Wayfair Inc. announced Muse, its latest innovation in personalized home shopping. Designed to give customers an easy way to find inspiration and ideas for their homes, Muse transforms how customers discover, personalize, and shop for their dream spaces. Building on the success of Decorify, Wayfair's previous pilot application that allowed customers to select from a few preset styles to see how their space could be transformed, Muse takes it further to provide a trove of inspiration and ideas to build their aspirational home. Muse focuses on a heavily visual browsing experienceletting users quickly navigate through rich imagery, search for any style that comes to mind, and explore or apply styles to build personalized collections. Muse links inspiration to Wayfair's extensive catalog, offering shoppable suggestions and complementary items for a cohesive look. Browsing shoppable inspiration for the home on Muse is easy: Type in a style or room user's are looking for - it can be as specific as "moody 1920s style living room" or as generic as "dining room." As user browse the rich AI imagery, shop the recommended items in each Muse or add to a collection to revisit later. When user find a Muse that sparks interest, user can easily explore other Muses and products that share the same vibe. Once user save a Muse, user can upload a photo of user space to apply the style to any room. お知らせ • Jan 28
Wayfair Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025 Wayfair Inc. announced that they will report fiscal year 2024 results Pre-Market on Feb 20, 2025 お知らせ • Nov 08
Wayfair Announces Executive Changes Wayfair announced Chief Operating Officer Dr. Thomas Netzer will step down from his role at the end of the year. Upon Netzer's departure, Wayfair will further integrate customer- and supplier-focused activities with supply chain capabilities. Effective January 1, 2025, Chief Commercial Officer Jon Blotner will assume the role of President, Commercial and Operations, overseeing these combined functions to reflect an integrated organizational model. Blotner, who has been with the company since 2016, has held a variety of leadership roles at Wayfair. Reported Earnings • Nov 01
Third quarter 2024 earnings released: US$0.60 loss per share (vs US$1.41 loss in 3Q 2023) Third quarter 2024 results: US$0.60 loss per share (improved from US$1.41 loss in 3Q 2023). Revenue: US$2.88b (down 2.0% from 3Q 2023). Net loss: US$74.0m (loss narrowed 55% from 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings. Recent Insider Transactions • Oct 06
Chief Technology Officer recently sold €482k worth of stock On the 3rd of October, Fiona Tan sold around 10k shares on-market at roughly €47.35 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.4m more than they bought in the last 12 months. お知らせ • Oct 02
Wayfair Inc. to Report Q3, 2024 Results on Nov 01, 2024 Wayfair Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2024 Reported Earnings • Aug 02
Second quarter 2024 earnings released: US$0.34 loss per share (vs US$0.41 loss in 2Q 2023) Second quarter 2024 results: US$0.34 loss per share (improved from US$0.41 loss in 2Q 2023). Revenue: US$3.12b (down 1.7% from 2Q 2023). Net loss: US$42.0m (loss narrowed 8.7% from 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 41% per year. Recent Insider Transactions • Jul 06
Chief Technology Officer recently sold €384k worth of stock On the 3rd of July, Fiona Tan sold around 8k shares on-market at roughly €47.92 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months. お知らせ • Jun 27
Wayfair Inc. to Report Q2, 2024 Results on Aug 01, 2024 Wayfair Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024 New Risk • May 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-US$2.8b). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$105m net loss in 3 years). Shareholders have been diluted in the past year (7.2% increase in shares outstanding). Significant insider selling over the past 3 months (€1.9m sold). Reported Earnings • May 02
First quarter 2024 earnings released: US$2.07 loss per share (vs US$3.23 loss in 1Q 2023) First quarter 2024 results: US$2.07 loss per share (improved from US$3.23 loss in 1Q 2023). Revenue: US$2.73b (down 1.6% from 1Q 2023). Net loss: US$248.0m (loss narrowed 30% from 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Apr 07
Chief Operating Officer recently sold €508k worth of stock On the 4th of April, Thomas Netzer sold around 9k shares on-market at roughly €58.65 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Thomas has been a net seller over the last 12 months, reducing personal holdings by €1.2m. お知らせ • Apr 03
Wayfair Inc. to Report Q1, 2024 Results on May 02, 2024 Wayfair Inc. announced that they will report Q1, 2024 results on May 02, 2024 お知らせ • Mar 31
Wayfair Inc., Annual General Meeting, May 14, 2024 Wayfair Inc., Annual General Meeting, May 14, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect the eight nominees identified in the accompanying proxy statement to serve as directors for a one-year term; to ratify the selection by the audit committee of company board of directors of Ernst & Young LLP as; and to transact such other business. Reported Earnings • Feb 23
Full year 2023 earnings released: US$6.47 loss per share (vs US$12.56 loss in FY 2022) Full year 2023 results: US$6.47 loss per share (improved from US$12.56 loss in FY 2022). Revenue: US$12.0b (down 1.8% from FY 2022). Net loss: US$738.0m (loss narrowed 45% from FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance. New Risk • Feb 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-US$2.7b). Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$154m net loss in 3 years). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Significant insider selling over the past 3 months (€2.6m sold). お知らせ • Jan 25
Wayfair Inc. to Report Q4, 2023 Results on Feb 22, 2024 Wayfair Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 22, 2024 Recent Insider Transactions • Jan 07
Chief Technology Officer recently sold €866k worth of stock On the 4th of January, Fiona Tan sold around 17k shares on-market at roughly €50.18 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months. Board Change • Dec 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeremy King was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 02
Third quarter 2023 earnings released: US$1.41 loss per share (vs US$2.67 loss in 3Q 2022) Third quarter 2023 results: US$1.41 loss per share (improved from US$2.67 loss in 3Q 2022). Revenue: US$2.94b (up 3.7% from 3Q 2022). Net loss: US$163.0m (loss narrowed 42% from 3Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance. お知らせ • Oct 05
Wayfair Inc. to Report Q3, 2023 Results on Nov 01, 2023 Wayfair Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 01, 2023 Reported Earnings • Aug 03
Second quarter 2023 earnings released: US$0.41 loss per share (vs US$3.60 loss in 2Q 2022) Second quarter 2023 results: US$0.41 loss per share (improved from US$3.60 loss in 2Q 2022). Revenue: US$3.17b (down 3.4% from 2Q 2022). Net loss: US$46.0m (loss narrowed 88% from 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance. お知らせ • Jul 26
Wayfair Launches Decorify, a Virtual Room Styler Powered by Generative AI Wayfair Inc. announced Decorify, a new way for shoppers to reimagine their spaces and home in on their style preferences using generative AI. In this pilot application, Decorify uses a generative AI model that creates shoppable, photorealistic images to enable consumers to envision their own homes in new styles by simply upload a picture of their space. Customers are invited to upload an image of their own space and prompt the system to reimagine it in a different style. Whether it be bohemian, mid-century modern, industrial, or more, Decorify presents images of the customer's own room redesigned to reflect the requested look and feel. Customers can browse various room designs and products and make purchases from Wayfair directly from the application. Shoppers who use Decorify can: upload unlimited photos and delete them at any time; Shop across a wide selection of the Wayfair catalog directly from their reimagined virtual room; Use on mobile or desktop via browser. お知らせ • Jun 30
Wayfair Inc. to Report Q2, 2023 Results on Aug 03, 2023 Wayfair Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023 お知らせ • Jun 08
Wayfair Inc. Announces Executive Changes On June 7, 2023, Wayfair Inc. announced that Steve Oblak, Chief Commercial Officer, will retire from the Company. The Company also announced that Jon Blotner, who currently serves as Wayfair’s Vice President, Global Merchandising, Proprietary Brands, Pricing and Advertising, has been appointed Incoming Chief Commercial Officer, effective July 3, 2023 and will succeed Mr. Oblak as new Chief Commercial Officer on October 1, 2023. Mr. Oblak will remain with Wayfair, serving as a non-executive employee through January 1, 2024 as he supports this transition. Mr. Blotner, age 43, brings nearly two decades of experience growing retail businesses, technology offerings and services while also building, operating and scaling high-performing teams across a diverse range of functions. To date at Wayfair, Mr. Blotner has overseen Wayfair’s Exclusive Brands and Specialty Retail Brands, which include AllModern, Joss & Main and Birch Lane, as well as its Global Merchandising, Pricing, Visual Media, 3D Operations and Technology, Merchandising as a Service, Advertising, and Supplier Acquisition and Onboarding functions. Before joining Wayfair, Mr. Blotner served as President of Gemvara.com from 2012 until it was acquired by Berkshire Hathaway in 2016. Prior to Gemvara, Mr. Blotner worked for Bain & Company from 2009 to 2012. He holds an M.B.A. from Harvard Business School and a B.A. from the University of Pennsylvania. お知らせ • May 09
Wayfair Inc. announced that it expects to receive $600 million in funding Wayfair Inc. announced that it will receive $600 million in a round of funding on May 8, 2023. The company will issue convertible senior notes due 2028 to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. The notes will bear interest semi-annually and will mature on November 15, 2028, unless earlier redeemed, repurchased or converted in accordance with their terms. Reported Earnings • May 05
First quarter 2023 earnings released: US$3.23 loss per share (vs US$3.04 loss in 1Q 2022) First quarter 2023 results: US$3.23 loss per share (further deteriorated from US$3.04 loss in 1Q 2022). Revenue: US$2.77b (down 7.3% from 1Q 2022). Net loss: US$355.0m (loss widened 11% from 1Q 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year whereas the company’s share price has fallen by 43% per year. お知らせ • Feb 03
Wayfair Inc. to Report Q4, 2022 Results on Feb 23, 2023 Wayfair Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023 お知らせ • Jan 21
Wayfair Announces Update to Cost Efficiency Plan and Business Performance Wayfair Inc. announced additional details related to right-sizing its cost structure as well as continued strong business performance since the Cyber Five period. Totaling more than $1.4 billion in annualized cost actions, the plan – initiated in August 2022 – is well underway and is expected to accelerate the company’s timeline for adjusted EBITDA breakeven to earlier in 2023 as the first step towards positive free cash flow. As a part of this effort, Wayfair announced a reduction of approximately 1,750 employees, representing 10% of its global workforce as of December 31, 2022. This includes approximately 1,200 or 18% of corporate employees. These changes reflect efforts to eliminate management layers and reorganize to be more agile. Inclusive of the August 2022 restructuring, the labor portion of the plan represents approximately $750 million in annualized cost savings, with the major steps necessary to realize these savings now complete. As a result of the workforce reduction, Wayfair expects to incur between approximately $68 million and $78 million of costs, consisting primarily of employee severance and benefit costs, most of which are expected to be incurred in the first quarter of 2023. Reported Earnings • Nov 04
Third quarter 2022 earnings released: US$2.67 loss per share (vs US$0.75 loss in 3Q 2021) Third quarter 2022 results: US$2.67 loss per share (further deteriorated from US$0.75 loss in 3Q 2021). Revenue: US$2.84b (down 9.0% from 3Q 2021). Net loss: US$283.0m (loss widened 263% from 3Q 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. お知らせ • Oct 05
Wayfair Inc. to Report Q3, 2022 Results on Nov 03, 2022 Wayfair Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 03, 2022 お知らせ • Sep 19
Wayfair Inc.(NYSE:W) dropped from FTSE All-World Index (USD) Wayfair Inc.(NYSE:W) dropped from FTSE All-World Index (USD) Reported Earnings • Aug 05
Second quarter 2022 earnings released: US$3.60 loss per share (vs US$1.26 profit in 2Q 2021) Second quarter 2022 results: US$3.60 loss per share (down from US$1.26 profit in 2Q 2021). Revenue: US$3.28b (down 15% from 2Q 2021). Net loss: US$378.0m (down 390% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 2.8%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. お知らせ • Aug 05
Wayfair Inc. Provides Revenue Guidance for the Third Quarter of 2022 Wayfair Inc. provided revenue guidance for the third quarter of 2022. Based on the current trend, the company would expect third quarter of 2022 net revenue to be below second quarter of 2022 levels. お知らせ • Jul 08
Wayfair Inc. to Report Q2, 2022 Results on Aug 04, 2022 Wayfair Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022 お知らせ • May 25
Wayfair Inc., Annual General Meeting, May 24, 2022 Wayfair Inc., Annual General Meeting, May 24, 2022, at 11:00 Eastern Standard Time. Recent Insider Transactions • May 22
Independent Director recently bought €1.6m worth of stock On the 19th of May, Michael Choe bought around 35k shares on-market at roughly €47.09 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €5.0m more in shares than they have sold in the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: US$3.04 loss per share (vs US$0.18 profit in 1Q 2021) First quarter 2022 results: US$3.04 loss per share (down from US$0.18 profit in 1Q 2021). Revenue: US$2.99b (down 14% from 1Q 2021). Net loss: US$319.0m (down US$337.2m from profit in 1Q 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 31% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. お知らせ • Apr 08
Wayfair Inc. to Report Q1, 2022 Results on May 05, 2022 Wayfair Inc. announced that they will report Q1, 2022 results Pre-Market on May 05, 2022 Recent Insider Transactions • Mar 10
Independent Director recently bought €1.1m worth of stock On the 3rd of March, Michael Choe bought around 10k shares on-market at roughly €111 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.3m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 25
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: US$1.26 loss per share (down from US$1.93 profit in FY 2020). Revenue: US$13.7b (down 3.1% from FY 2020). Net loss: US$131.0m (down 171% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.8%, compared to a 44% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. お知らせ • Feb 16
Sean Halligan Joins Wayfair Inc. as Chief Global Supply Chain Officer Wayfair Inc. announced Sean Halligan has joined the company as chief global supply chain officer. Halligan will drive the strategic supply chain initiatives that enable Wayfair to deliver an exceptional shopping experience to its customers, from product discovery to final delivery including the ongoing expansion of Wayfair’s fulfillment center and delivery network and the development of the company’s global freight network. Halligan joins Wayfair with more than two decades of experience leading supply chains for large, complex, customer-facing organizations including Cardinal Health, Nike and Target. Recent Insider Transactions • Nov 27
Independent Director recently bought €2.3m worth of stock On the 22nd of November, Michael Choe bought around 10k shares on-market at roughly €230 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €13m more in shares than they have sold in the last 12 months. Reported Earnings • Nov 07
Third quarter 2021 earnings released: US$0.75 loss per share (vs US$1.82 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$3.12b (down 19% from 3Q 2020). Net loss: US$78.0m (down 145% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. お知らせ • Aug 11
Wayfair Inc. (NYSE:W) announces an Equity Buyback for $1,000 million worth of its shares. Wayfair Inc. (NYSE:W) announces a share repurchase program. Under the program, the company will repurchase up to $700 million worth of its Class A common stock. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$1.26 (vs US$2.89 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$3.86b (down 10% from 2Q 2020). Net income: US$130.4m (down 52% from 2Q 2020). Profit margin: 3.4% (down from 6.4% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 31
Investor sentiment deteriorated over the past week After last week's 17% share price decline to US$202, the stock trades at a forward P/E ratio of 141x. Average forward P/E is 45x in the Online Retail industry in Germany. Total returns to shareholders of 112% over the past three years. Executive Departure • Jul 01
Executive Officer Edmond Macri has left the company On the 30th of June, Edmond Macri's tenure as Executive Officer ended after less than a year in the role. As of March 2021, Edmond still personally held 262.24k shares (€71m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.67 years. Executive Departure • May 19
Independent Director has left the company On the 11th of May, Julie M. Bradley's tenure as Independent Director ended after 8.7 years in the role. As of December 2020, Julie M. personally held 1.23k shares (€233k worth at the time). Julie M. is the only executive to leave the company over the last 12 months. Recent Insider Transactions • May 10
Independent Director recently sold €14k worth of stock On the 4th of May, Anke Schaferkordt sold around 60.0 shares on-market at roughly €229 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €11m more than they sold in the last 12 months. Recent Insider Transactions • May 08
Independent Director recently sold €14k worth of stock On the 4th of May, Anke Schaferkordt sold around 60.0 shares on-market at roughly €229 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €11m more than they sold in the last 12 months. Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$0.18 (vs US$3.04 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$3.48b (up 49% from 1Q 2020). Net income: US$18.2m (up US$304.1m from 1Q 2020). Profit margin: 0.5% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. お知らせ • Mar 13
Wayfair Announces Executive Changes Wayfair announced that Ed Macri, Chief Product & Marketing Officer, will retire from the company in 2021. Macri joined Wayfair in 2007. He will remain a part of the Wayfair leadership team through June 30, 2021 as he supports the transition. The marketing team will join other go-to-market functions as part of Wayfair’s Commercial organization under Steve Oblak, Chief Commercial Officer. Bob Sherwin, who has worked alongside Macri for the last eight years and currently serves as Vice President of Marketing, will assume the role of Chief Marketing Officer reporting to Oblak. Recent Insider Transactions • Mar 11
Lead Independent Director recently bought €11m worth of stock On the 4th of March, Michael Kumin bought around 48k shares on-market at roughly €235 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €9.6m more in shares than they have sold in the last 12 months. Analyst Estimate Surprise Post Earnings • Feb 26
Revenue misses expectations Revenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 13%, compared to a 56% growth forecast for the Online Retail industry in Germany. Reported Earnings • Feb 26
Full year 2020 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$14.1b (up 55% from FY 2019). Net income: US$185.0m (up US$1.17b from FY 2019). Profit margin: 1.3% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings. お知らせ • Jan 26
Wayfair Inc. to Report Q4, 2020 Results on Feb 25, 2021 Wayfair Inc. announced that they will report Q4, 2020 results Pre-Market on Feb 25, 2021 Is New 90 Day High Low • Jan 15
New 90-day high: €272 The company is up 6.0% from its price of €256 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €374 per share. Is New 90 Day High Low • Dec 29
New 90-day low: €188 The company is down 25% from its price of €252 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share. Recent Insider Transactions • Dec 11
Independent Director recently sold €48k worth of stock On the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly €198 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months. Recent Insider Transactions • Dec 10
Independent Director recently sold €48k worth of stock On the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly €198 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months. Is New 90 Day High Low • Dec 04
New 90-day low: €199 The company is down 9.0% from its price of €218 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €277 per share. お知らせ • Nov 14
Wayfair Inc. Appoints Michael E. Sneed to the Board On November 11, 2020, the Board of Directors (the Board") of Wayfair Inc. (the Company") elected Michael E. Sneed to the Board, effective immediately, to fill the existing vacancy on the Board. The Board has determined that Mr. Sneed is independent. Michael E. Sneed was Executive Vice President of Global Corporate Affairs and Chief Communication Officer for Johnson & Johnson. Reported Earnings • Nov 07
Third quarter 2020 earnings released: EPS US$1.82 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$3.84b (up 67% from 3Q 2019). Net income: US$173.2m (up US$445.2m from 3Q 2019). Profit margin: 4.5% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 69% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 19%, compared to a 47% growth forecast for the Online Retail industry in Germany. Is New 90 Day High Low • Oct 31
New 90-day low: €208 The company is down 5.0% from its price of €220 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €252 per share. お知らせ • Oct 10
Wayfair Inc. to Report Q3, 2020 Results on Nov 03, 2020 Wayfair Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Nov 03, 2020 お知らせ • Sep 20
Wayfair Names Fiona Tan as Global Head of Customer and Supplier Technology Wayfair named Fiona Tan as Global Head of Customer and Supplier Technology. Tan joins Wayfair with more than 25 years of experience leading technology teams at dynamic and fast-growing companies, including six years in executive leadership roles at Walmart overseeing technology and engineering. In her role at Wayfair, Tan will drive the continued growth of Wayfair's Engineering organization while setting the vision and strategy for the development of systems and technologies that shape customer and supplier experiences. Prior to Wayfair, Tan served as senior vice president of U.S. お知らせ • Jul 10
Wayfair Inc. to Report Q2, 2020 Results on Aug 05, 2020 Wayfair Inc. announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Aug 05, 2020