Wayfair Inc.

NYSE:W Stock Report

Market Cap: US$5.7b

Wayfair Management

Management criteria checks 4/4

Wayfair's CEO is Niraj Shah, appointed in Jan 2002, has a tenure of 22.92 years. total yearly compensation is $225.17K, comprised of 35.5% salary and 64.5% bonuses, including company stock and options. directly owns 8.89% of the company’s shares, worth $509.62M. The average tenure of the management team and the board of directors is 2.4 years and 6.8 years respectively.

Key information

Niraj Shah

Chief executive officer

US$225.2k

Total compensation

CEO salary percentage35.5%
CEO tenure22.9yrs
CEO ownership8.9%
Management average tenure2.4yrs
Board average tenure6.8yrs

Recent management updates

Recent updates

Wayfair: Increased Spending Lowers Its Q4 2024 Adjusted EBITDA Outlook

Dec 07

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

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

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 ($USD225.17K) is below average for companies of similar size in the US market ($USD8.04M).

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

CEO

Niraj Shah (50 yo)

22.9yrs

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-Founder22.9yrsUS$225.17k8.89%
$ 509.6m
Steven Conine
Co-Founder & Co-Chairman22.9yrsUS$150.30k8.88%
$ 508.5m
Kate Gulliver
CFO & Chief Administrative Officer2.1yrsUS$5.15m0.088%
$ 5.1m
Thomas Netzer
Chief Operating Officer5.4yrsUS$4.71m0.14%
$ 7.9m
Fiona Tan
Chief Technology Officer2.8yrsUS$4.71m0.12%
$ 6.9m
Jon Blotner
Chief Commercial Officer1.4yrsUS$3.28m0.042%
$ 2.4m
Enrique Colbert
General Counsel & Secretaryno datano datano data
Paul Toms
Chief Marketing Officer1.4yrsno datano data
Ryan Gilchrist
Chief People Officer1.4yrsno datano data
Adam Sinoway
VP & Global Head of Category Managementno datano datano data
Sascha Hower
Chief Global Supply Chain Officer3.2yrsno datano data
Corey Gilbertson
Vice President & Global Head of Pricing & Profitabilityless than a yearno datano data

2.4yrs

Average Tenure

50yo

Average Age

Experienced Management: W's management team is considered experienced (2.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Niraj Shah
Co-Founder22.9yrsUS$225.17k8.89%
$ 509.6m
Steven Conine
Co-Founder & Co-Chairman22.9yrsUS$150.30k8.88%
$ 508.5m
Michael Kumin
Lead Independent Director13.5yrsUS$246.93k0.25%
$ 14.1m
Andrea Jung
Independent Director6.6yrsUS$228.27k0.0088%
$ 504.8k
Jeffrey Naylor
Independent Director6.9yrsUS$246.93k0.015%
$ 841.1k
Michael Sneed
Independent Director4.1yrsUS$230.22k0.013%
$ 727.1k
Anke Schaferkordt
Independent Director5.3yrsUS$230.22k0.0099%
$ 568.4k
Jeremy King
Independent Director3.3yrsUS$228.27k0.0065%
$ 372.4k

6.8yrs

Average Tenure

58.5yo

Average Age

Experienced Board: W's board of directors are considered experienced (6.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:44
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Wayfair Inc. is covered by 59 analysts. 32 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Colin SebastianBaird
Ishan MajumdarBaptista Research