View ValuationWayfair 将来の成長Future 基準チェック /36Wayfairは、58.5%と5.4%でそれぞれ年率58.5%で利益と収益が成長すると予測される一方、EPSはgrowで60.5%年率。主要情報58.5%収益成長率60.53%EPS成長率Specialty Retail 収益成長19.0%収益成長率5.4%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報Breakeven Date Change • Oct 30Forecast 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.すべての更新を表示Recent updates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 6.0% growth forecast for the Specialty Retail industry in South America. 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 25% 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, 2026New Risk • Nov 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$12m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-US$2.8b). Minor Risk Significant insider selling over the past 3 months (Mex$12m sold).Recent Insider Transactions • Nov 08Chief Technology Officer recently sold Mex$12m worth of stockOn the 5th of November, Fiona Tan sold around 6k shares on-market at roughly Mex$1,870 per share. This transaction amounted to 2.9% 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 Mex$48m more than they bought in the last 12 months.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 30Forecast 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 4.8% growth forecast for the Specialty Retail industry in South America.Board Change • Oct 28Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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, 2025Board Change • Sep 02Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 22Co-Founder recently sold Mex$128m worth of stockOn the 20th of August, Niraj Shah sold around 85k shares on-market at roughly Mex$1,502 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 4.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Jul 28Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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, 2025Board Change • May 12Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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, 2025Board Change • Dec 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.Board Change • Dec 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.Recent Insider Transactions • Nov 08Independent Director recently sold Mex$326k worth of stockOn the 4th of November, Anke Schaferkordt sold around 397 shares on-market at roughly Mex$821 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$143m 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.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.Recent Insider Transactions • Oct 06Chief Operating Officer recently sold Mex$8.7m worth of stockOn the 3rd of October, Thomas Netzer sold around 9k shares on-market at roughly Mex$1,017 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 Mex$39m.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, 2024Board Change • Sep 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.Recent Insider Transactions • Sep 19Chief Operating Officer recently sold Mex$962k worth of stockOn the 17th of September, Thomas Netzer sold around 1k shares on-market at roughly Mex$952 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.5m. Thomas has been a net seller over the last 12 months, reducing personal holdings by Mex$30m.Board Change • Aug 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Aug 07Independent Director recently sold Mex$385k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 420 shares on-market at roughly Mex$917 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.5m. Insiders have been net sellers, collectively disposing of Mex$109m more than they bought in the last 12 months.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 4.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America. 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 07Chief Technology Officer recently sold Mex$7.5m worth of stockOn the 3rd of July, Fiona Tan sold around 8k shares on-market at roughly Mex$938 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 Mex$109m 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, 2024Recent Insider Transactions • Jun 21Chief Operating Officer recently sold Mex$1.0m worth of stockOn the 18th of June, Thomas Netzer sold around 1k shares on-market at roughly Mex$970 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Thomas has been a net seller over the last 12 months, reducing personal holdings by Mex$23m.Board Change • May 08Insufficient 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.Recent Insider Transactions • Apr 09Chief Technology Officer recently sold Mex$11m worth of stockOn the 4th of April, Fiona Tan sold around 10k shares on-market at roughly Mex$1,053 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$85m more than they bought in the last 12 months.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.Board Change • Mar 20Insufficient 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.Board Change • Feb 29Insufficient 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 • 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 5.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Feb 08Independent Director recently sold Mex$355k worth of stockOn the 2nd of February, Anke Schaferkordt sold around 422 shares on-market at roughly Mex$841 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$16m. Insiders have been net sellers, collectively disposing of Mex$51m more than they bought in the last 12 months.Board Change • Jan 27Insufficient 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.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, 2024Board Change • Jan 09Insufficient 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.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.Recent Insider Transactions • Nov 09Independent Director recently sold Mex$511k worth of stockOn the 2nd of November, Anke Schaferkordt sold around 616 shares on-market at roughly Mex$829 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 Mex$2.6m more than they bought in the last 12 months.Reported Earnings • Nov 07Third 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 6.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in South America. 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 • 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 05Independent Director recently sold Mex$845k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 679 shares on-market at roughly Mex$1,244 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 Mex$2.2m more than they bought in the last 12 months.Reported Earnings • Aug 04Second 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 4.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.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.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.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.Recent Insider Transactions • Aug 09Independent Director recently sold Mex$160k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 137 shares on-market at roughly Mex$1,165 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$113m more than they sold in the last 12 months.Recent Insider Transactions • May 10Independent Director recently sold Mex$243k worth of stockOn the 3rd of May, Anke Schaferkordt sold around 137 shares on-market at roughly Mex$1,777 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$78m more than they sold in the last 12 months.Recent Insider Transactions • May 06Independent Director recently sold Mex$243k worth of stockOn the 3rd of May, Anke Schaferkordt sold around 137 shares on-market at roughly Mex$1,777 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$78m more than they sold in the last 12 months.Reported Earnings • Feb 26Full 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 66% growth forecast for the retail industry in Mexico.Recent Insider Transactions • Feb 07Independent Director recently sold Mex$460k worth of stockOn the 2nd of February, Anke Schaferkordt sold around 139 shares on-market at roughly Mex$3,311 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$336m more than they sold in the last 12 months.Recent Insider Transactions • Dec 08Independent Director recently sold Mex$214k worth of stockOn the 2nd of December, Anke Schaferkordt sold around 42.0 shares on-market at roughly Mex$5,104 per share. In the last 3 months, they made an even bigger sale worth Mex$307k. Despite this recent sale, insiders have collectively bought Mex$336m more than they sold in the last 12 months.Recent Insider Transactions • Dec 01Independent Director recently bought Mex$54m worth of stockOn the 22nd of November, Michael Choe bought around 10k shares on-market at roughly Mex$5,431 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$335m more in shares than they have sold in the last 12 months.Reported Earnings • Nov 08Third 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).Recent Insider Transactions • Nov 07Independent Director recently sold Mex$307k worth of stockOn the 2nd of November, Anke Schaferkordt sold around 58.0 shares on-market at roughly Mex$5,292 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$4,952, the stock trades at a forward P/E ratio of 375x. Average forward P/E is 23x in the Online Retail industry globally. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,747 per share.Recent Insider Transactions • Aug 11Independent Director recently sold Mex$284k worth of stockOn the 3rd of August, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$4,808 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.Recent Insider Transactions • Aug 10Independent Director recently sold Mex$284k worth of stockOn the 3rd of August, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$4,808 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.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.Recent Insider Transactions • Aug 06Independent Director recently sold Mex$284k worth of stockOn the 3rd of August, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$4,808 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.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 (Mex$1.8b 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 (Mex$5.9m worth at the time). Julie M. is the only executive to leave the company over the last 12 months.Reported Earnings • May 06First 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 Mex$283m worth of stockOn the 4th of March, Michael Kumin bought around 48k shares on-market at roughly Mex$5,896 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$239m more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Mar 03New 90-day high: Mex$6,917The company is up 42% from its price of Mex$4,885 on 02 December 2020. The Mexican market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$6,970 per share.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$1.93 (vs US$10.68 loss in FY 2019)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). The move to profitability was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 13%, compared to a 33% growth forecast for the Online Retail industry in Mexico.Recent Insider Transactions • Feb 06Independent Director recently sold Mex$336k worth of stockOn the 2nd of February, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$5,691 per share. In the last 3 months, they made an even bigger sale worth Mex$1.2m. Insiders have been net sellers, collectively disposing of Mex$44m more than they bought in the last 12 months.Is New 90 Day High Low • Jan 15New 90-day high: Mex$6,543The company is up 1.0% from its price of Mex$6,465 on 16 October 2020. The Mexican market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$6,281 per share.Is New 90 Day High Low • Dec 30New 90-day low: Mex$4,621The company is down 33% from its price of Mex$6,906 on 01 October 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$5,843 per share.Recent Insider Transactions • Dec 13Independent Director recently sold Mex$1.2m worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly Mex$4,739 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$44m more than they bought in the last 12 months.Recent Insider Transactions • Dec 09Independent Director recently sold Mex$1.2m worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly Mex$4,739 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$44m more than they bought in the last 12 months.Is New 90 Day High Low • Dec 04New 90-day low: Mex$4,866The company is down 14% from its price of Mex$5,626 on 04 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$4,234 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 19%, compared to a 29% growth forecast for the Online Retail industry in Mexico.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$1.82The 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.業績と収益の成長予測BMV:W * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202814,7433417921,0801512/31/202713,9061806329172912/31/202613,1389487656293/31/202612,658-305362578N/A12/31/202512,457-313329534N/A9/30/202512,241-325286494N/A6/30/202512,008-300184388N/A3/31/202511,852-357137360N/A12/31/202411,851-49283317N/A9/30/202411,844-53843313N/A6/30/202411,904-62794385N/A3/31/202411,958-63139357N/A12/31/202312,003-738-2349N/A9/30/202311,990-915-83289N/A6/30/202311,886-1,035-663-263N/A3/31/202311,999-1,367-1,035-595N/A12/31/202212,218-1,331-1,132-674N/A9/30/202212,369-1,182-1,097-683N/A6/30/202212,650-977-764-383N/A3/31/202213,223-468-3137N/A12/31/202113,708-131130410N/A9/30/202114,12795242528N/A6/30/202114,845346702990N/A3/31/202115,2934891,5491,850N/A12/31/202014,1451851,0821,417N/A9/30/202013,008-1697951,174N/A6/30/202011,474-614360766N/A3/31/20209,512-1,070-786-372N/A12/31/20199,127-985N/A-197N/A9/30/20198,608-798N/A-118N/A6/30/20198,008-678N/A-34N/A3/31/20197,320-597N/A17N/A12/31/20186,779-504N/A85N/A9/30/20186,204-433N/A79N/A6/30/20185,697-358N/A96N/A3/31/20185,164-296N/A67N/A12/31/20174,721-245N/A34N/A9/30/20174,266-216N/A70N/A6/30/20173,930-200N/A61N/A3/31/20173,594-210N/A68N/A12/31/20163,380-194N/A63N/A9/30/20163,136-166N/A80N/A6/30/20162,868-120N/A116N/A3/31/20162,573-92N/A119N/A12/31/20152,250-77N/A135N/A9/30/20151,919-120N/A100N/A6/30/20151,661-133N/A37N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: W *は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 9% ) よりも高い成長率であると考えられます。収益対市場: W *今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: W *今後 3 年以内に収益を上げることが予想されます。収益対市場: W *の収益 ( 5.4% ) MX市場 ( 5.9% ) よりも低い成長が予測されています。高い収益成長: W *の収益 ( 5.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: W *の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance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2026/05/09 20:52終値2026/03/18 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
Breakeven Date Change • Oct 30Forecast 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.
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 6.0% growth forecast for the Specialty Retail industry in South America. 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 25% 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
New Risk • Nov 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$12m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-US$2.8b). Minor Risk Significant insider selling over the past 3 months (Mex$12m sold).
Recent Insider Transactions • Nov 08Chief Technology Officer recently sold Mex$12m worth of stockOn the 5th of November, Fiona Tan sold around 6k shares on-market at roughly Mex$1,870 per share. This transaction amounted to 2.9% 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 Mex$48m more than they bought in the last 12 months.
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 30Forecast 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 4.8% growth forecast for the Specialty Retail industry in South America.
Board Change • Oct 28Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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
Board Change • Sep 02Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 22Co-Founder recently sold Mex$128m worth of stockOn the 20th of August, Niraj Shah sold around 85k shares on-market at roughly Mex$1,502 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 4.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Jul 28Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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
Board Change • May 12Insufficient 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 Diana Frost was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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
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
Board Change • Dec 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.
Board Change • Dec 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.
Recent Insider Transactions • Nov 08Independent Director recently sold Mex$326k worth of stockOn the 4th of November, Anke Schaferkordt sold around 397 shares on-market at roughly Mex$821 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$143m 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.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.
Recent Insider Transactions • Oct 06Chief Operating Officer recently sold Mex$8.7m worth of stockOn the 3rd of October, Thomas Netzer sold around 9k shares on-market at roughly Mex$1,017 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 Mex$39m.
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
Board Change • Sep 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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.
Recent Insider Transactions • Sep 19Chief Operating Officer recently sold Mex$962k worth of stockOn the 17th of September, Thomas Netzer sold around 1k shares on-market at roughly Mex$952 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.5m. Thomas has been a net seller over the last 12 months, reducing personal holdings by Mex$30m.
Board Change • Aug 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Aug 07Independent Director recently sold Mex$385k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 420 shares on-market at roughly Mex$917 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.5m. Insiders have been net sellers, collectively disposing of Mex$109m more than they bought in the last 12 months.
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 4.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America. 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 07Chief Technology Officer recently sold Mex$7.5m worth of stockOn the 3rd of July, Fiona Tan sold around 8k shares on-market at roughly Mex$938 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 Mex$109m 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
Recent Insider Transactions • Jun 21Chief Operating Officer recently sold Mex$1.0m worth of stockOn the 18th of June, Thomas Netzer sold around 1k shares on-market at roughly Mex$970 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Thomas has been a net seller over the last 12 months, reducing personal holdings by Mex$23m.
Board Change • May 08Insufficient 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.
Recent Insider Transactions • Apr 09Chief Technology Officer recently sold Mex$11m worth of stockOn the 4th of April, Fiona Tan sold around 10k shares on-market at roughly Mex$1,053 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$85m more than they bought in the last 12 months.
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.
Board Change • Mar 20Insufficient 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.
Board Change • Feb 29Insufficient 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 • 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 5.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Feb 08Independent Director recently sold Mex$355k worth of stockOn the 2nd of February, Anke Schaferkordt sold around 422 shares on-market at roughly Mex$841 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$16m. Insiders have been net sellers, collectively disposing of Mex$51m more than they bought in the last 12 months.
Board Change • Jan 27Insufficient 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.
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
Board Change • Jan 09Insufficient 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.
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.
Recent Insider Transactions • Nov 09Independent Director recently sold Mex$511k worth of stockOn the 2nd of November, Anke Schaferkordt sold around 616 shares on-market at roughly Mex$829 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 Mex$2.6m more than they bought in the last 12 months.
Reported Earnings • Nov 07Third 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 6.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in South America. 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 • 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 05Independent Director recently sold Mex$845k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 679 shares on-market at roughly Mex$1,244 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 Mex$2.2m more than they bought in the last 12 months.
Reported Earnings • Aug 04Second 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 4.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
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.
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.
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.
Recent Insider Transactions • Aug 09Independent Director recently sold Mex$160k worth of stockOn the 2nd of August, Anke Schaferkordt sold around 137 shares on-market at roughly Mex$1,165 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$113m more than they sold in the last 12 months.
Recent Insider Transactions • May 10Independent Director recently sold Mex$243k worth of stockOn the 3rd of May, Anke Schaferkordt sold around 137 shares on-market at roughly Mex$1,777 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$78m more than they sold in the last 12 months.
Recent Insider Transactions • May 06Independent Director recently sold Mex$243k worth of stockOn the 3rd of May, Anke Schaferkordt sold around 137 shares on-market at roughly Mex$1,777 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$78m more than they sold in the last 12 months.
Reported Earnings • Feb 26Full 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 66% growth forecast for the retail industry in Mexico.
Recent Insider Transactions • Feb 07Independent Director recently sold Mex$460k worth of stockOn the 2nd of February, Anke Schaferkordt sold around 139 shares on-market at roughly Mex$3,311 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$336m more than they sold in the last 12 months.
Recent Insider Transactions • Dec 08Independent Director recently sold Mex$214k worth of stockOn the 2nd of December, Anke Schaferkordt sold around 42.0 shares on-market at roughly Mex$5,104 per share. In the last 3 months, they made an even bigger sale worth Mex$307k. Despite this recent sale, insiders have collectively bought Mex$336m more than they sold in the last 12 months.
Recent Insider Transactions • Dec 01Independent Director recently bought Mex$54m worth of stockOn the 22nd of November, Michael Choe bought around 10k shares on-market at roughly Mex$5,431 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$335m more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 08Third 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).
Recent Insider Transactions • Nov 07Independent Director recently sold Mex$307k worth of stockOn the 2nd of November, Anke Schaferkordt sold around 58.0 shares on-market at roughly Mex$5,292 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$4,952, the stock trades at a forward P/E ratio of 375x. Average forward P/E is 23x in the Online Retail industry globally. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,747 per share.
Recent Insider Transactions • Aug 11Independent Director recently sold Mex$284k worth of stockOn the 3rd of August, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$4,808 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.
Recent Insider Transactions • Aug 10Independent Director recently sold Mex$284k worth of stockOn the 3rd of August, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$4,808 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.
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.
Recent Insider Transactions • Aug 06Independent Director recently sold Mex$284k worth of stockOn the 3rd of August, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$4,808 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$281m more than they sold in the last 12 months.
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 (Mex$1.8b 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 (Mex$5.9m worth at the time). Julie M. is the only executive to leave the company over the last 12 months.
Reported Earnings • May 06First 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 Mex$283m worth of stockOn the 4th of March, Michael Kumin bought around 48k shares on-market at roughly Mex$5,896 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$239m more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Mar 03New 90-day high: Mex$6,917The company is up 42% from its price of Mex$4,885 on 02 December 2020. The Mexican market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$6,970 per share.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$1.93 (vs US$10.68 loss in FY 2019)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). The move to profitability was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 13%, compared to a 33% growth forecast for the Online Retail industry in Mexico.
Recent Insider Transactions • Feb 06Independent Director recently sold Mex$336k worth of stockOn the 2nd of February, Anke Schaferkordt sold around 59.0 shares on-market at roughly Mex$5,691 per share. In the last 3 months, they made an even bigger sale worth Mex$1.2m. Insiders have been net sellers, collectively disposing of Mex$44m more than they bought in the last 12 months.
Is New 90 Day High Low • Jan 15New 90-day high: Mex$6,543The company is up 1.0% from its price of Mex$6,465 on 16 October 2020. The Mexican market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$6,281 per share.
Is New 90 Day High Low • Dec 30New 90-day low: Mex$4,621The company is down 33% from its price of Mex$6,906 on 01 October 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$5,843 per share.
Recent Insider Transactions • Dec 13Independent Director recently sold Mex$1.2m worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly Mex$4,739 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$44m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 09Independent Director recently sold Mex$1.2m worth of stockOn the 4th of December, Anke Schaferkordt sold around 243 shares on-market at roughly Mex$4,739 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$44m more than they bought in the last 12 months.
Is New 90 Day High Low • Dec 04New 90-day low: Mex$4,866The company is down 14% from its price of Mex$5,626 on 04 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$4,234 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 19%, compared to a 29% growth forecast for the Online Retail industry in Mexico.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$1.82The 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.