Wayfair（0A4A）株式概要Wayfair Inc.は米国および海外でeコマース事業を展開している。 詳細0A4A ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績0/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より62.3%で取引されている 収益は年間58.59%増加すると予測されています リスク分析マイナスの株主資本 UK市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る0A4A Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$67.0741.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b16b2016201920222025202620282031Revenue US$16.4bEarnings US$711.0mAdvancedSet Fair ValueView all narrativesWayfair Inc. 競合他社Dunelm GroupSymbol: LSE:DNLMMarket cap: UK£1.6bDFS FurnitureSymbol: LSE:DFSMarket cap: UK£281.3mKingfisherSymbol: LSE:KGFMarket cap: UK£4.9bJD Sports FashionSymbol: LSE:JD.Market cap: UK£3.7b価格と性能株価の高値、安値、推移の概要Wayfair過去の株価現在の株価US$67.0752週高値US$119.6352週安値US$37.01ベータ3.021ヶ月の変化-12.40%3ヶ月変化-17.84%1年変化88.35%3年間の変化84.64%5年間の変化-79.49%IPOからの変化-72.64%最新ニュースReported Earnings • May 01First quarter 2026 earnings released: US$0.80 loss per share (vs US$0.89 loss in 1Q 2025)First quarter 2026 results: US$0.80 loss per share (improved from US$0.89 loss in 1Q 2025). Revenue: US$2.93b (up 7.4% from 1Q 2025). Net loss: US$105.0m (loss narrowed 7.1% from 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Breakeven Date Change • May 01The 30 analysts covering Wayfair previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$31.5m in 2026. Earnings growth of 45% is required to achieve expected profit on schedule.お知らせ • Apr 03Wayfair Inc., Annual General Meeting, May 21, 2026Wayfair Inc., Annual General Meeting, May 21, 2026.お知らせ • Apr 02Wayfair Inc. to Report Q1, 2026 Results on Apr 30, 2026Wayfair Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Mar 10Wayfair Inc. Launches Wayfair Rewards in CanadaWayfair 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.Reported Earnings • Feb 20Full year 2025 earnings released: US$2.45 loss per share (vs US$4.00 loss in FY 2024)Full year 2025 results: US$2.45 loss per share (improved from US$4.00 loss in FY 2024). Revenue: US$12.5b (up 5.1% from FY 2024). Net loss: US$313.0m (loss narrowed 36% from FY 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesReported Earnings • May 01First quarter 2026 earnings released: US$0.80 loss per share (vs US$0.89 loss in 1Q 2025)First quarter 2026 results: US$0.80 loss per share (improved from US$0.89 loss in 1Q 2025). Revenue: US$2.93b (up 7.4% from 1Q 2025). Net loss: US$105.0m (loss narrowed 7.1% from 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Breakeven Date Change • May 01The 30 analysts covering Wayfair previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$31.5m in 2026. Earnings growth of 45% is required to achieve expected profit on schedule.お知らせ • Apr 03Wayfair Inc., Annual General Meeting, May 21, 2026Wayfair Inc., Annual General Meeting, May 21, 2026.お知らせ • Apr 02Wayfair Inc. to Report Q1, 2026 Results on Apr 30, 2026Wayfair Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Mar 10Wayfair Inc. Launches Wayfair Rewards in CanadaWayfair 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.Reported Earnings • Feb 20Full year 2025 earnings released: US$2.45 loss per share (vs US$4.00 loss in FY 2024)Full year 2025 results: US$2.45 loss per share (improved from US$4.00 loss in FY 2024). Revenue: US$12.5b (up 5.1% from FY 2024). Net loss: US$313.0m (loss narrowed 36% from FY 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 21Wayfair Inc. to Report Q4, 2025 Results on Feb 19, 2026Wayfair Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026お知らせ • Nov 07Wayfair Inc. Appoints Hal Lawton to Board of Directors, Effective November 6, 2025Wayfair 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.Breakeven Date Change • Oct 29Forecast breakeven date moved forward to 2026The 29 analysts covering Wayfair previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 63% to 2025. The company is expected to make a profit of US$5.95m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Oct 29Wayfair Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Wayfair 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.Reported Earnings • Oct 29Third quarter 2025 earnings released: US$0.76 loss per share (vs US$0.60 loss in 3Q 2024)Third quarter 2025 results: US$0.76 loss per share (further deteriorated from US$0.60 loss in 3Q 2024). Revenue: US$3.12b (up 8.1% from 3Q 2024). Net loss: US$99.0m (loss widened 34% from 3Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 25Wayfair Inc. to Report Q3, 2025 Results on Oct 28, 2025Wayfair Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025Recent Insider Transactions • Aug 22Co-Founder recently sold US$6.8m worth of stockOn the 20th of August, Niraj Shah sold around 85k shares on-market at roughly US$80.07 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Niraj's only on-market trade for the last 12 months.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.12 (vs US$0.34 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.12 (up from US$0.34 loss in 2Q 2024). Revenue: US$3.27b (up 5.0% from 2Q 2024). Net income: US$15.0m (up US$57.0m from 2Q 2024). Profit margin: 0.5% (up from net loss in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% 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 03Wayfair Inc. to Report Q2, 2025 Results on Aug 04, 2025Wayfair Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 04, 2025New Risk • May 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$357m Forecast net loss in 3 years: US$33m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-US$2.8b). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years).Reported Earnings • May 02First quarter 2025 earnings released: US$0.89 loss per share (vs US$2.07 loss in 1Q 2024)First quarter 2025 results: US$0.89 loss per share (improved from US$2.07 loss in 1Q 2024). Revenue: US$2.73b (flat on 1Q 2024). Net loss: US$113.0m (loss narrowed 54% from 1Q 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% 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 • Apr 05Wayfair Inc., Annual General Meeting, May 20, 2025Wayfair Inc., Annual General Meeting, May 20, 2025.お知らせ • Apr 02Wayfair Inc. to Report Q1, 2025 Results on May 01, 2025Wayfair Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025New Risk • Mar 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 9.9% 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 (9.9% average weekly change). Negative equity (-US$2.8b). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$34m net loss in 3 years). Significant insider selling over the past 3 months (US$1.7m sold).Reported Earnings • Feb 21Full year 2024 earnings released: US$4.00 loss per share (vs US$6.47 loss in FY 2023)Full year 2024 results: US$4.00 loss per share (improved from US$6.47 loss in FY 2023). Revenue: US$11.9b (down 1.3% from FY 2023). Net loss: US$492.0m (loss narrowed 33% from FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Feb 14Wayfair Inc. Appoints Diana Frost to Board of DirectorsWayfair 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 11Wayfair Inc. Introduces New Ai-Powered Tool 'Muse' to Inspire and Personalize the Home Shopping ExperienceWayfair 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 28Wayfair Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025Wayfair Inc. announced that they will report fiscal year 2024 results Pre-Market on Feb 20, 2025Recent Insider Transactions • Jan 10Chief Technology Officer recently sold US$728k worth of stockOn the 6th of January, Fiona Tan sold around 16k shares on-market at roughly US$45.99 per share. This transaction amounted to 8.7% 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 US$7.0m more than they bought in the last 12 months.お知らせ • Nov 08Wayfair Announces Executive ChangesWayfair 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 01Third 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 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. 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 45% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Oct 05Chief Operating Officer recently sold US$446k worth of stockOn the 3rd of October, Thomas Netzer sold around 9k shares on-market at roughly US$52.15 per share. This transaction amounted to 4.8% 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 US$2.2m.お知らせ • Oct 02Wayfair Inc. to Report Q3, 2024 Results on Nov 01, 2024Wayfair Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2024Reported Earnings • Aug 02Second 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 5.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Jul 06Chief Technology Officer recently sold US$415k worth of stockOn the 3rd of July, Fiona Tan sold around 8k shares on-market at roughly US$51.77 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 US$6.4m more than they bought in the last 12 months.お知らせ • Jun 27Wayfair Inc. to Report Q2, 2024 Results on Aug 01, 2024Wayfair Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024Reported Earnings • May 03First 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 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. 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 42% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Apr 06Chief Operating Officer recently sold US$552k worth of stockOn the 4th of April, Thomas Netzer sold around 9k shares on-market at roughly US$63.71 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 US$1.3m.お知らせ • Apr 03Wayfair Inc. to Report Q1, 2024 Results on May 02, 2024Wayfair Inc. announced that they will report Q1, 2024 results on May 02, 2024お知らせ • Mar 31Wayfair Inc., Annual General Meeting, May 14, 2024Wayfair 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 23Full 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 4.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.New Risk • Feb 23New major risk - Revenue and earnings growthEarnings 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 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). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Significant insider selling over the past 3 months (US$2.9m sold).お知らせ • Jan 25Wayfair Inc. to Report Q4, 2023 Results on Feb 22, 2024Wayfair Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 22, 2024Recent Insider Transactions • Jan 06Chief Technology Officer recently sold US$950k worth of stockOn the 4th of January, Fiona Tan sold around 17k shares on-market at roughly US$54.99 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 US$3.0m more than they bought in the last 12 months.Board Change • Dec 01Insufficient new directorsThere 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 01Third 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 7.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the United Kingdom.お知らせ • Oct 05Wayfair Inc. to Report Q3, 2023 Results on Nov 01, 2023Wayfair Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 01, 2023Recent Insider Transactions • Aug 10Independent Director recently sold US$50k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 679 shares on-market at roughly US$73.10 per share. This transaction amounted to 9.0% 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 US$121k more than they bought in the last 12 months.Reported Earnings • Aug 03Second 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 5.9% growth forecast for the Specialty Retail industry in the United Kingdom.お知らせ • Jul 26Wayfair Launches Decorify, a Virtual Room Styler Powered by Generative AIWayfair 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.New Risk • Jul 10New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.7b). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$659m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (6.7% increase in shares outstanding).お知らせ • Jun 30Wayfair Inc. to Report Q2, 2023 Results on Aug 03, 2023Wayfair Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023お知らせ • Jun 08Wayfair Inc. Announces Executive ChangesOn 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 09Wayfair Inc. announced that it expects to receive $600 million in fundingWayfair 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 05First 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 8.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the United Kingdom.お知らせ • Feb 03Wayfair Inc. to Report Q4, 2022 Results on Feb 23, 2023Wayfair 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 21Wayfair Announces Update to Cost Efficiency Plan and Business PerformanceWayfair 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 04Third 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 11% growth forecast for the Online Retail industry in the United Kingdom.Reported Earnings • Aug 05Second 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 18% growth forecast for the industry in the United Kingdom.Recent Insider Transactions • May 22Independent Director recently bought US$1.7m worth of stockOn the 19th of May, Michael Choe bought around 35k shares on-market at roughly US$49.86 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$5.5m more in shares than they have sold in the last 12 months.Reported Earnings • May 06First 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 24% growth forecast for the industry in the United Kingdom.Recent Insider Transactions • Mar 10Independent Director recently bought US$1.2m worth of stockOn the 3rd of March, Michael Choe bought around 10k shares on-market at roughly US$122 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$3.7m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull 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 26% growth forecast for the retail industry in the United Kingdom.Recent Insider Transactions • Nov 27Independent Director recently bought US$2.6m worth of stockOn the 22nd of November, Michael Choe bought around 10k shares on-market at roughly US$259 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$16m more in shares than they have sold in the last 12 months.Reported Earnings • Nov 07Third 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).Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$270, the stock trades at a forward P/E ratio of 517x. Average forward P/E is 26x in the Online Retail industry in the United Kingdom.Reported Earnings • Aug 06Second 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.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$241, the stock trades at a forward P/E ratio of 153x. Average forward P/E is 26x in the Online Retail industry in the United Kingdom.Executive Departure • Jul 01Executive Officer Edmond Macri has left the companyOn 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 (US$85m 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 19Independent Director has left the companyOn 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 (US$350k worth at the time). Julie M. is the only executive to leave the company over the last 12 months.Reported Earnings • May 07First 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.Recent Insider Transactions • Mar 11Lead Independent Director recently bought US$14m worth of stockOn the 4th of March, Michael Kumin bought around 48k shares on-market at roughly US$283 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$12m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 26Full year 2020 earnings releasedThe 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).Analyst Estimate Surprise Post Earnings • Feb 26Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the Online Retail industry in the United Kingdom.Recent Insider Transactions • Dec 13Independent Director recently sold US$58k worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly US$240 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months.Recent Insider Transactions • Dec 09Independent Director recently sold US$58k worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly US$240 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months.株主還元0A4AGB Specialty RetailGB 市場7D14.6%7.0%2.5%1Y88.3%-6.8%19.4%株主還元を見る業界別リターン: 0A4A過去 1 年間で-6.8 % の収益を上げたUK Specialty Retail業界を上回りました。リターン対市場: 0A4A過去 1 年間で19.4 % の収益を上げたUK市場を上回りました。価格変動Is 0A4A's price volatile compared to industry and market?0A4A volatility0A4A Average Weekly Movement9.5%Specialty Retail Industry Average Movement5.9%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: 0A4Aの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 0A4Aの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてUKの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200211,800Niraj Shahwww.wayfair.comWayfair Inc.は、米国および海外でeコマース事業を展開している。Wayfair、Joss & Main、AllModern、Birch Lane、Perigold、Wayfair Professionalで構成されるサイトを通じて、家具、インテリア、家庭用品、ホームセンター商品をオンラインで提供している。同社はスリーポストス（Three Posts）とマーキュリーロウ（Mercury Row）のブランドで商品を提供している。は2002年に設立され、マサチューセッツ州ボストンに本社を置く。もっと見るWayfair Inc. 基礎のまとめWayfair の収益と売上を時価総額と比較するとどうか。0A4A 基礎統計学時価総額US$8.85b収益（TTM）-US$305.00m売上高(TTM)US$12.66b0.7xP/Sレシオ-29.0xPER（株価収益率0A4A は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0A4A 損益計算書（TTM）収益US$12.66b売上原価US$8.85b売上総利益US$3.81bその他の費用US$4.11b収益-US$305.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-2.31グロス・マージン30.08%純利益率-2.41%有利子負債／自己資本比率-104.5%0A4A の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 19:16終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Wayfair Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48 アナリスト機関null nullArgus Research CompanyColin SebastianBairdAdrienne Yih-TennantBarclays45 その他のアナリストを表示
Reported Earnings • May 01First quarter 2026 earnings released: US$0.80 loss per share (vs US$0.89 loss in 1Q 2025)First quarter 2026 results: US$0.80 loss per share (improved from US$0.89 loss in 1Q 2025). Revenue: US$2.93b (up 7.4% from 1Q 2025). Net loss: US$105.0m (loss narrowed 7.1% from 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Breakeven Date Change • May 01The 30 analysts covering Wayfair previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$31.5m in 2026. Earnings growth of 45% is required to achieve expected profit on schedule.
お知らせ • Apr 03Wayfair Inc., Annual General Meeting, May 21, 2026Wayfair Inc., Annual General Meeting, May 21, 2026.
お知らせ • Apr 02Wayfair Inc. to Report Q1, 2026 Results on Apr 30, 2026Wayfair Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Mar 10Wayfair Inc. Launches Wayfair Rewards in CanadaWayfair 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.
Reported Earnings • Feb 20Full year 2025 earnings released: US$2.45 loss per share (vs US$4.00 loss in FY 2024)Full year 2025 results: US$2.45 loss per share (improved from US$4.00 loss in FY 2024). Revenue: US$12.5b (up 5.1% from FY 2024). Net loss: US$313.0m (loss narrowed 36% from FY 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 01First quarter 2026 earnings released: US$0.80 loss per share (vs US$0.89 loss in 1Q 2025)First quarter 2026 results: US$0.80 loss per share (improved from US$0.89 loss in 1Q 2025). Revenue: US$2.93b (up 7.4% from 1Q 2025). Net loss: US$105.0m (loss narrowed 7.1% from 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Breakeven Date Change • May 01The 30 analysts covering Wayfair previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$31.5m in 2026. Earnings growth of 45% is required to achieve expected profit on schedule.
お知らせ • Apr 03Wayfair Inc., Annual General Meeting, May 21, 2026Wayfair Inc., Annual General Meeting, May 21, 2026.
お知らせ • Apr 02Wayfair Inc. to Report Q1, 2026 Results on Apr 30, 2026Wayfair Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Mar 10Wayfair Inc. Launches Wayfair Rewards in CanadaWayfair 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.
Reported Earnings • Feb 20Full year 2025 earnings released: US$2.45 loss per share (vs US$4.00 loss in FY 2024)Full year 2025 results: US$2.45 loss per share (improved from US$4.00 loss in FY 2024). Revenue: US$12.5b (up 5.1% from FY 2024). Net loss: US$313.0m (loss narrowed 36% from FY 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 21Wayfair Inc. to Report Q4, 2025 Results on Feb 19, 2026Wayfair Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026
お知らせ • Nov 07Wayfair Inc. Appoints Hal Lawton to Board of Directors, Effective November 6, 2025Wayfair 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.
Breakeven Date Change • Oct 29Forecast breakeven date moved forward to 2026The 29 analysts covering Wayfair previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 63% to 2025. The company is expected to make a profit of US$5.95m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Oct 29Wayfair Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Wayfair 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.
Reported Earnings • Oct 29Third quarter 2025 earnings released: US$0.76 loss per share (vs US$0.60 loss in 3Q 2024)Third quarter 2025 results: US$0.76 loss per share (further deteriorated from US$0.60 loss in 3Q 2024). Revenue: US$3.12b (up 8.1% from 3Q 2024). Net loss: US$99.0m (loss widened 34% from 3Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 25Wayfair Inc. to Report Q3, 2025 Results on Oct 28, 2025Wayfair Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025
Recent Insider Transactions • Aug 22Co-Founder recently sold US$6.8m worth of stockOn the 20th of August, Niraj Shah sold around 85k shares on-market at roughly US$80.07 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Niraj's only on-market trade for the last 12 months.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.12 (vs US$0.34 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.12 (up from US$0.34 loss in 2Q 2024). Revenue: US$3.27b (up 5.0% from 2Q 2024). Net income: US$15.0m (up US$57.0m from 2Q 2024). Profit margin: 0.5% (up from net loss in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% 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 03Wayfair Inc. to Report Q2, 2025 Results on Aug 04, 2025Wayfair Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 04, 2025
New Risk • May 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$357m Forecast net loss in 3 years: US$33m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-US$2.8b). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years).
Reported Earnings • May 02First quarter 2025 earnings released: US$0.89 loss per share (vs US$2.07 loss in 1Q 2024)First quarter 2025 results: US$0.89 loss per share (improved from US$2.07 loss in 1Q 2024). Revenue: US$2.73b (flat on 1Q 2024). Net loss: US$113.0m (loss narrowed 54% from 1Q 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% 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 • Apr 05Wayfair Inc., Annual General Meeting, May 20, 2025Wayfair Inc., Annual General Meeting, May 20, 2025.
お知らせ • Apr 02Wayfair Inc. to Report Q1, 2025 Results on May 01, 2025Wayfair Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025
New Risk • Mar 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 9.9% 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 (9.9% average weekly change). Negative equity (-US$2.8b). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$34m net loss in 3 years). Significant insider selling over the past 3 months (US$1.7m sold).
Reported Earnings • Feb 21Full year 2024 earnings released: US$4.00 loss per share (vs US$6.47 loss in FY 2023)Full year 2024 results: US$4.00 loss per share (improved from US$6.47 loss in FY 2023). Revenue: US$11.9b (down 1.3% from FY 2023). Net loss: US$492.0m (loss narrowed 33% from FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14Wayfair Inc. Appoints Diana Frost to Board of DirectorsWayfair 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 11Wayfair Inc. Introduces New Ai-Powered Tool 'Muse' to Inspire and Personalize the Home Shopping ExperienceWayfair 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 28Wayfair Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025Wayfair Inc. announced that they will report fiscal year 2024 results Pre-Market on Feb 20, 2025
Recent Insider Transactions • Jan 10Chief Technology Officer recently sold US$728k worth of stockOn the 6th of January, Fiona Tan sold around 16k shares on-market at roughly US$45.99 per share. This transaction amounted to 8.7% 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 US$7.0m more than they bought in the last 12 months.
お知らせ • Nov 08Wayfair Announces Executive ChangesWayfair 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 01Third 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 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. 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 45% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Oct 05Chief Operating Officer recently sold US$446k worth of stockOn the 3rd of October, Thomas Netzer sold around 9k shares on-market at roughly US$52.15 per share. This transaction amounted to 4.8% 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 US$2.2m.
お知らせ • Oct 02Wayfair Inc. to Report Q3, 2024 Results on Nov 01, 2024Wayfair Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2024
Reported Earnings • Aug 02Second 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 5.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Jul 06Chief Technology Officer recently sold US$415k worth of stockOn the 3rd of July, Fiona Tan sold around 8k shares on-market at roughly US$51.77 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 US$6.4m more than they bought in the last 12 months.
お知らせ • Jun 27Wayfair Inc. to Report Q2, 2024 Results on Aug 01, 2024Wayfair Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024
Reported Earnings • May 03First 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 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. 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 42% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Apr 06Chief Operating Officer recently sold US$552k worth of stockOn the 4th of April, Thomas Netzer sold around 9k shares on-market at roughly US$63.71 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 US$1.3m.
お知らせ • Apr 03Wayfair Inc. to Report Q1, 2024 Results on May 02, 2024Wayfair Inc. announced that they will report Q1, 2024 results on May 02, 2024
お知らせ • Mar 31Wayfair Inc., Annual General Meeting, May 14, 2024Wayfair 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 23Full 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 4.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
New Risk • Feb 23New major risk - Revenue and earnings growthEarnings 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 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). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Significant insider selling over the past 3 months (US$2.9m sold).
お知らせ • Jan 25Wayfair Inc. to Report Q4, 2023 Results on Feb 22, 2024Wayfair Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 22, 2024
Recent Insider Transactions • Jan 06Chief Technology Officer recently sold US$950k worth of stockOn the 4th of January, Fiona Tan sold around 17k shares on-market at roughly US$54.99 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 US$3.0m more than they bought in the last 12 months.
Board Change • Dec 01Insufficient new directorsThere 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 01Third 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 7.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the United Kingdom.
お知らせ • Oct 05Wayfair Inc. to Report Q3, 2023 Results on Nov 01, 2023Wayfair Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 01, 2023
Recent Insider Transactions • Aug 10Independent Director recently sold US$50k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 679 shares on-market at roughly US$73.10 per share. This transaction amounted to 9.0% 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 US$121k more than they bought in the last 12 months.
Reported Earnings • Aug 03Second 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 5.9% growth forecast for the Specialty Retail industry in the United Kingdom.
お知らせ • Jul 26Wayfair Launches Decorify, a Virtual Room Styler Powered by Generative AIWayfair 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.
New Risk • Jul 10New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.7b). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$659m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (6.7% increase in shares outstanding).
お知らせ • Jun 30Wayfair Inc. to Report Q2, 2023 Results on Aug 03, 2023Wayfair Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023
お知らせ • Jun 08Wayfair Inc. Announces Executive ChangesOn 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 09Wayfair Inc. announced that it expects to receive $600 million in fundingWayfair 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 05First 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 8.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the United Kingdom.
お知らせ • Feb 03Wayfair Inc. to Report Q4, 2022 Results on Feb 23, 2023Wayfair 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 21Wayfair Announces Update to Cost Efficiency Plan and Business PerformanceWayfair 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 04Third 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 11% growth forecast for the Online Retail industry in the United Kingdom.
Reported Earnings • Aug 05Second 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 18% growth forecast for the industry in the United Kingdom.
Recent Insider Transactions • May 22Independent Director recently bought US$1.7m worth of stockOn the 19th of May, Michael Choe bought around 35k shares on-market at roughly US$49.86 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$5.5m more in shares than they have sold in the last 12 months.
Reported Earnings • May 06First 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 24% growth forecast for the industry in the United Kingdom.
Recent Insider Transactions • Mar 10Independent Director recently bought US$1.2m worth of stockOn the 3rd of March, Michael Choe bought around 10k shares on-market at roughly US$122 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$3.7m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull 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 26% growth forecast for the retail industry in the United Kingdom.
Recent Insider Transactions • Nov 27Independent Director recently bought US$2.6m worth of stockOn the 22nd of November, Michael Choe bought around 10k shares on-market at roughly US$259 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$16m more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 07Third 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).
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$270, the stock trades at a forward P/E ratio of 517x. Average forward P/E is 26x in the Online Retail industry in the United Kingdom.
Reported Earnings • Aug 06Second 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.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$241, the stock trades at a forward P/E ratio of 153x. Average forward P/E is 26x in the Online Retail industry in the United Kingdom.
Executive Departure • Jul 01Executive Officer Edmond Macri has left the companyOn 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 (US$85m 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 19Independent Director has left the companyOn 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 (US$350k worth at the time). Julie M. is the only executive to leave the company over the last 12 months.
Reported Earnings • May 07First 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.
Recent Insider Transactions • Mar 11Lead Independent Director recently bought US$14m worth of stockOn the 4th of March, Michael Kumin bought around 48k shares on-market at roughly US$283 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$12m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 26Full year 2020 earnings releasedThe 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).
Analyst Estimate Surprise Post Earnings • Feb 26Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the Online Retail industry in the United Kingdom.
Recent Insider Transactions • Dec 13Independent Director recently sold US$58k worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly US$240 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 09Independent Director recently sold US$58k worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly US$240 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months.
