Wayfair Inc.

NYSE:W Stock Report

Market Cap: US$5.1b

Wayfair Management

Management criteria checks 4/4

Wayfair's CEO is Niraj Shah, appointed in Jan 2002, has a tenure of 22.83 years. total yearly compensation is $225.17K, comprised of 35.5% salary and 64.5% bonuses, including company stock and options. directly owns 8.94% of the company’s shares, worth $456.41M. The average tenure of the management team and the board of directors is 2.3 years and 6.7 years respectively.

Key information

Niraj Shah

Chief executive officer

US$225.2k

Total compensation

CEO salary percentage35.5%
CEO tenure22.8yrs
CEO ownership8.9%
Management average tenure2.3yrs
Board average tenure6.7yrs

Recent management updates

Recent updates

The Price Is Right For Wayfair Inc. (NYSE:W) Even After Diving 28%

Nov 07
The Price Is Right For Wayfair Inc. (NYSE:W) Even After Diving 28%

Wayfair: Fundamentals Remain Sound

Nov 05

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

Sep 28

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

Sep 20

Market Participants Recognise Wayfair Inc.'s (NYSE:W) Revenues Pushing Shares 29% Higher

Sep 20
Market Participants Recognise Wayfair Inc.'s (NYSE:W) Revenues Pushing Shares 29% Higher

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

Aug 07

Why We're Not Concerned About Wayfair Inc.'s (NYSE:W) Share Price

Aug 05
Why We're Not Concerned About Wayfair Inc.'s (NYSE:W) Share Price

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

May 28

Why Investors Shouldn't Be Surprised By Wayfair Inc.'s (NYSE:W) P/S

May 07
Why Investors Shouldn't Be Surprised By Wayfair Inc.'s (NYSE:W) P/S

Wayfair: Falling Short Of Profitability Targets, Even With Cost Cuts

Apr 20

Wayfair: Primed For A Selloff (Rating Downgrade)

Apr 12

Wayfair: Newly Launched Initiative To Support Share Gain Momentum

Mar 18

Wayfair Inc. (NYSE:W) Shares Could Be 45% Below Their Intrinsic Value Estimate

Mar 12
Wayfair Inc. (NYSE:W) Shares Could Be 45% Below Their Intrinsic Value Estimate

Wayfair Has A Long Road To Recovery (Rating Downgrade)

Jan 29

Wayfair Doesn't Need A Chinese Buyout

Dec 29

Investors Appear Satisfied With Wayfair Inc.'s (NYSE:W) Prospects As Shares Rocket 36%

Dec 18
Investors Appear Satisfied With Wayfair Inc.'s (NYSE:W) Prospects As Shares Rocket 36%

Wayfair: Good Execution, Margin Expansion, Reiterate Buy

Dec 07

Wayfair: Potential 2024 Recession Increases The Risk Of Significant Decline

Nov 20

Wayfair's Marketplace Model: Unleashing Long-Term Potential

Nov 03

Wayfair: Still Risky, But Some Positive Indicators (Ratings Upgrade)

Oct 11

Wayfair's Market Share Gain Strategy And Financial Realities

Sep 18

Wayfair Returned To Growth (Upgrade)

Sep 07

Wayfair Still Burns A Lot Of Cash - Time To Short The Stock

Aug 16

Wayfair: Sell This Year's Rally (Rating Downgrade)

Jul 11

Is Wayfair Inc. (NYSE:W) Trading At A 50% Discount?

Jun 17
Is Wayfair Inc. (NYSE:W) Trading At A 50% Discount?

Wayfair: Investor Concerns And Our Target Price

Jun 09

Wayfair: Financially Distressed Retailer Prone To Recession

May 23

Wayfair Stock: More Downside On The Table

Feb 24

Wayfair gains amid M Science report on improving share trends

Feb 15

Wayfair's 11% Yielding Debt Is Too Risky

Feb 01

Does Wayfair Need To Exist?

Jan 25

Wayfair: Down 90% And Still Expensive

Jan 10

Wayfair: Strong Brand With A Super Logistics Setup

Jan 03

Wayfair migrates data center applications to Google Cloud

Oct 11

Wayfair proposes $600M convertible senior notes offering

Sep 07

Wayfair: No Easy Fix

Aug 24

CEO Compensation Analysis

How has Niraj Shah's remuneration changed compared to Wayfair's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$538m

Jun 30 2024n/an/a

-US$627m

Mar 31 2024n/an/a

-US$631m

Dec 31 2023US$225kUS$80k

-US$738m

Sep 30 2023n/an/a

-US$915m

Jun 30 2023n/an/a

-US$1b

Mar 31 2023n/an/a

-US$1b

Dec 31 2022US$751kUS$80k

-US$1b

Sep 30 2022n/an/a

-US$1b

Jun 30 2022n/an/a

-US$977m

Mar 31 2022n/an/a

-US$468m

Dec 31 2021US$227kUS$80k

-US$131m

Sep 30 2021n/an/a

US$95m

Jun 30 2021n/an/a

US$346m

Mar 31 2021n/an/a

US$489m

Dec 31 2020US$83kUS$80k

US$185m

Sep 30 2020n/an/a

-US$169m

Jun 30 2020n/an/a

-US$614m

Mar 31 2020n/an/a

-US$1b

Dec 31 2019US$83kUS$80k

-US$985m

Sep 30 2019n/an/a

-US$798m

Jun 30 2019n/an/a

-US$678m

Mar 31 2019n/an/a

-US$597m

Dec 31 2018US$83kUS$80k

-US$504m

Sep 30 2018n/an/a

-US$433m

Jun 30 2018n/an/a

-US$358m

Mar 31 2018n/an/a

-US$296m

Dec 31 2017US$83kUS$80k

-US$245m

Compensation vs Market: Niraj's total compensation ($USD225.17K) is below average for companies of similar size in the US market ($USD7.97M).

Compensation vs Earnings: Niraj's compensation has been consistent with company performance over the past year.

CEO

Niraj Shah (50 yo)

22.8yrs

Tenure

US$225,167

Compensation

Mr. Niraj S. Shah is Director of Nextdoor Holdings, Inc. from May 1, 2024. Mr. Shah is Co-Founder, Co-Chairman & CEO of Wayfair LLC. He Co-Founded ZIZO Home Pty Ltd.in 2008 and serves as its Chief Executi...

Leadership Team

NamePositionTenureCompensationOwnership
Niraj Shah
Co-Founder22.8yrsUS$225.17k8.94%
$ 456.4m
Steven Conine
Co-Founder & Co-Chairman22.8yrsUS$150.30k8.94%
$ 456.4m
Kate Gulliver
CFO & Chief Administrative Officer2yrsUS$5.15m0.088%
$ 4.5m
Thomas Netzer
Chief Operating Officer5.3yrsUS$4.71m0.14%
$ 7.0m
Fiona Tan
Chief Technology Officer2.7yrsUS$4.71m0.12%
$ 6.2m
Jon Blotner
Chief Commercial Officer1.3yrsUS$3.28m0.042%
$ 2.1m
Enrique Colbert
General Counsel & Secretaryno datano datano data
Paul Toms
Chief Marketing Officer1.3yrsno datano data
Ryan Gilchrist
Chief People Officer1.3yrsno datano data
Adam Sinoway
VP & Global Head of Category Managementno datano datano data
Sascha Hower
Chief Global Supply Chain Officer3.1yrsno datano data
Corey Gilbertson
Vice President & Global Head of Pricing & Profitabilityless than a yearno datano data

2.3yrs

Average Tenure

50yo

Average Age

Experienced Management: W's management team is considered experienced (2.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Niraj Shah
Co-Founder22.8yrsUS$225.17k8.94%
$ 456.4m
Steven Conine
Co-Founder & Co-Chairman22.8yrsUS$150.30k8.94%
$ 456.4m
Michael Kumin
Lead Independent Director13.4yrsUS$246.93k0.25%
$ 12.6m
Andrea Jung
Independent Director6.5yrsUS$228.27k0.0088%
$ 449.9k
Jeffrey Naylor
Independent Director6.8yrsUS$246.93k0.015%
$ 749.7k
Michael Sneed
Independent Director4yrsUS$230.22k0.013%
$ 648.0k
Anke Schaferkordt
Independent Director5.2yrsUS$230.22k0.0099%
$ 506.6k
Jeremy King
Independent Director3.3yrsUS$228.27k0.0065%
$ 331.9k

6.7yrs

Average Tenure

58.5yo

Average Age

Experienced Board: W's board of directors are considered experienced (6.7 years average tenure).