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Wayfair Inc.

Ticker WBOSTON, MAFiscal year ends DecemberBook value per share $-21.08Diluted shares 133.0M

Wayfair Inc. (NYSE: W) operates an e-commerce platform and physical retail stores selling furniture, décor, housewares and home improvement products to consumers and businesses. Its online assortment includes more than 40 million products from approximately 20,000 suppliers, with a broad range of styles and price… From the company’s description.

Over the twelve months to Sep 30, 2026, Wayfair Inc. reported revenue of $13.21B, up 7.9% from a year earlier, and a net loss of $160.00M. Its operating margin was 2.1%, and operations generated $708.00M in cash. In fiscal 2025, it reported revenue of $12.46B, up 5.1% from fiscal 2024, and a net loss of $313.00M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$12.46BFY2025
+5.1% year over year
Last 12 mo $13.21B
0.14%FY2025
+4 percentage points
Last 12 mo 2.14%
$-313.00MFY2025
+36.4% year over year
Last 12 mo $-160.00M
8.60%FY2025
−5.1 percentage points
Last 12 mo 5.34%
Cash & financing
$534.00MFY2025
+68.5% year over year
Last 12 mo $708.00M
$329.00MFY2025
+296.4% year over year
Last 12 mo $476.00M
-1.16FY2025
Was -1.05× a year earlier
Last 12 mo -0.92
128.0MFY2025
+4.1% year over year
Last 12 mo 133.0M

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 an e-commerce platform and physical retail stores selling furniture, décor, housewares and home improvement products to consumers and businesses. Its online assortment includes more than 40 million products from approximately 20,000 suppliers, with a broad range of styles and price points. The company complements supplier-direct shipping with its CastleGate warehousing and Wayfair Delivery Network logistics services, and provides suppliers with inbound freight and media services. Its reportable segments are the U.S. and International; the U.S. generated 88% of net revenue in 2025. The brand family includes Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional, alongside house brands such as Three Posts and Mercury Row. Wayfair is the principal brand and operates internationally in Canada, the United Kingdom and Ireland. As of December 31, 2025, the company operated 12 retail stores, excluding outlets, and had approximately 12,800 employees. Its website is https://www.wayfair.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Catalog Retail
Headquarters
BOSTON, MA
Fiscal year end
December
CIK
1616707
SIC
5961

Financial performance, year by year

Fiscal 2014–2025 · USD
$-2.88B$1.76B$6.41B$11.05B$15.69B201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The 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.

Ownership

Who owns Wayfair Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

334
funds hold it
1 of 35
superinvestors hold it
$3.63B
held by funds, at market
38.8%
of shares held by funds
3
bond issues held by funds

Superinvestors in Wayfair Inc. · what they did last quarter

Polen CapitalDECREASED -93.2%
Polen Capital Management
<0.1%of 13F portfolio

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

0.40%of fund net assets
—of fund net assets
Fidelity Growth Company Fund
FDGRX · Fidelity Mt. Vernon Street Trust
—of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
Janus Henderson Enterprise Fund
JAENX · Janus Investment Fund
1.14%of fund net assets

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.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Wayfair Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Wayfair Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Wayfair Inc.'s last four quarterly filings that the numbers alone won't show?”
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