Wayfair Inc.
Wayfair Inc. (NYSE: W) operates as a leading e-commerce destination for home goods, offering customers an extensive selection of furniture, décor, housewares, and home improvement products through its digital platform and growing physical retail presence. The company maintains its website at wayfair.com and serves as… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Wayfair Inc. does
In the company’s own words
Wayfair Inc. (NYSE: W) operates as a leading e-commerce destination for home goods, offering customers an extensive selection of furniture, décor, housewares, and home improvement products through its digital platform and growing physical retail presence. The company maintains its website at wayfair.com and serves as a comprehensive marketplace connecting approximately 20,000 suppliers with 21 million active customers over the trailing twelve months.
The company operates through two reportable segments: the U.S., which represents 88 percent of consolidated net revenue, and International, encompassing operations in Canada, the United Kingdom, Ireland, and Germany through January 2025. Wayfair manages a diverse portfolio of brands, each tailored to specific customer demographics and shopping preferences. The flagship Wayfair brand serves as the primary revenue driver and operates internationally across Canada, the United Kingdom, and Ireland. Specialty retail brands include AllModern, focused on modern design; Birch Lane, emphasizing classic style; Joss & Main, offering curated home selections; and Perigold, serving the luxury home market. The company also operates Wayfair Professional, a dedicated platform for business customers. Additionally, Wayfair maintains over one hundred proprietary house brands, including Three Posts and Mercury Row, providing curated product experiences across various price points and styles.
As of December 31, 2025, Wayfair employed approximately 12,800 employees, with roughly 11,800 full-time equivalents, supplemented by independent contractors and temporary personnel primarily supporting logistics operations. The company operates 12 physical retail stores across four U.S. states, complementing its core e-commerce business and enabling customers to experience products in person.
The company has invested substantially in proprietary logistics infrastructure specifically designed for home goods, including CastleGate warehouses for inventory positioning, the Wayfair Delivery Network for large parcel consolidation and last-mile delivery, and CastleGate Forwarding for inbound logistics optimization. This vertically integrated logistics capability enables faster delivery times and improved customer experience while reducing reliance on third-party carriers. Wayfair maintains over 2,000 full-time customer service employees globally, supported by artificial intelligence tools for efficient inquiry resolution.
Company details
- Sector
- Consumer Discretionary
- Industry
- Catalog Retail
- Headquarters
- BOSTON, MA
- Fiscal year end
- December
- CIK
- 1616707
- SIC
- 5961
Financial performance, year by year
Fiscal 2014–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Wayfair Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Wayfair Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Wayfair Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Wayfair Inc.’s bonds, as funds hold them
Funds report holding 3 issues of Wayfair Inc.’s debt, $177.72M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.35%, maturing 2026 to 2028.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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