Wayfair Inc. (W)

From the record

Wayfair Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2025-01-31) (its current reports).

From the record

Wayfair Inc.'s 10 filed years say what it did: revenue went from $3.4 billion in fiscal 2016 to $12 billion in fiscal 2025, up 15.6% a year; it rose in 5 of 9 years; the deepest fall was 16% from fiscal 2020 to fiscal 2024; net income was positive in 1 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Wayfair Inc.'s diluted share count grew about 6.5% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 142 sales (142 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-06 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Wayfair Inc.'s shareholders' equity was below zero, so the profit on it is not read, and gross profitability: its products earned about 109 cents per dollar of everything the company owns. Leverage: it owed about 181 cents per dollar of assets, and net share issuance: its share count grew 4.1% over the year (the filed statements).

From the record

Wayfair Inc.'s standing among 29 graded names in its industry family: revenue of $12 billion in fiscal 2025 ranks in the top 20% by size; a net margin of -2.5% ranks in the bottom 43%; revenue growth of 0.6% a year over the last 3 filed years ranks in the top 50% (its annual reports).

From the record

Wayfair Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Shah, Niraj (Chief Executive Officer, as filed), filing under that title since 2014-10-01, 12.1 years (top 3% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.6 years (top 34%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 47%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Wayfair Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.5 billion against debt of $3.3 billion leaves -52.2% of its assets as net cash, bottom 2% of its family; cash from operations less capital spending is 3.7% of revenue (top 26%); a gross margin of 30.2% (bottom 31%) (its annual report).

From the record

Wayfair Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 0.6% a year over the last three filed years against 15.6% over all 10, slowing (bottom 29% of its family); the newest year grew 5.1% (bottom 43%); capital spending grew -27.8% a year (bottom 33%) (its annual reports). Wayfair Inc. reported 2 lines of business in fiscal 2025: US at $11 billion (88%), International at $1.5 billion (12%); 2 of 2 grew against the year before (its annual report).

From the record

Wayfair Inc.'s newest year against its own record: revenue of $12 billion in fiscal 2025 came in 6.7% above the $12 billion its prior three years' pace pointed to (top 46% of its family); net income of $313 million against a prior three-year average of $854 million (top 38%); a net margin of -2.5% against -7.1% before (bottom 46%) (its annual reports).