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Company Dossier · Consumer Discretionary

Wayfair

WNYSEDover, US-DE, USLarge capWebsite ↗
  • Russell 1000

What Wayfair is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $12.9 billion, up 7.4% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.56 billion, up 70% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to June 30, 2026: $0.10 billion, up 67% from a year earlier.SEC EDGAR filings (XBRL)
  • Long-term debt issued in the fiscal year to December 31, 2025: $1.38 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
  • Latest annual report (filed February 19, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $29.8 million on the open market.SEC Form 4
  • 456 institutional managers reported a position at June 30, 2026 (+7 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 110 (81 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

No bond term sheets or tagged debt on file for Wayfair yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Wayfair: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.6BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: revenue, trailing twelve months

$ billions, from SEC filings

$12.9BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Wayfair: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.00BData to Dec 2024
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

1.2Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Wayfair: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

Wayfair: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.90Data to Aug 2026
ImageDataPalanor calculation
Business

Wayfair: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: average order value

KPI Ledger, as reported in the company's results releases, $ billions

0.00Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR
Business

Wayfair: orders delivered

KPI Ledger, as reported in the company's results releases, count

10.6MData to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR
Business

Wayfair: lTM net revenue per active customer

KPI Ledger, as reported in the company's results releases, $ billions

0.00Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR

Hiring and ownership

Business

Wayfair: H-1B filings certified

Labor Condition Applications by quarter received

110.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Wayfair: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$29.8MData 22 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Wayfair: institutional holders

Managers reporting a position on Form 13F, by quarter

456.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 17, 2026Lobbying
    Lobbying report (HOLLAND & KNIGHT LLP)third_quarter 2026
  2. Oct 16, 2026Lobbying
    Lobbying report (DUTKO GOVERNMENT RELATIONS)third_quarter 2026 · $0.0 million
  3. Jul 28, 2026Patent
    Patent granted: GENERATIVE AI TECHNIQUES FOR ADAPTING STYLE OF A SPACEUS 12694580
  4. Jul 15, 2026Lobbying
    Lobbying report (HOLLAND & KNIGHT LLP)second_quarter 2026
  5. Jul 13, 2026Lobbying
    Lobbying report (DUTKO GOVERNMENT RELATIONS)second_quarter 2026 · $0.0 million
  6. May 22, 20268-K
    Director or officer changeItem 5.02
  7. May 22, 20268-K
    Shareholder vote resultsItem 5.07
  8. May 18, 20268-K
    Material agreement signedItem 1.01
  9. Apr 17, 2026Lobbying
    Lobbying report (HOLLAND & KNIGHT LLP)first_quarter 2026
  10. Apr 14, 2026Lobbying
    Lobbying report (DUTKO GOVERNMENT RELATIONS)first_quarter 2026 · $0.0 million
  11. Feb 19, 202610-K
    Annual report (10-K)2 risk factors added, 0 removed
  12. Jan 18, 2026Lobbying
    Lobbying report (HOLLAND & KNIGHT LLP)fourth_quarter 2025
  13. Jan 13, 2026Lobbying
    Lobbying report (DUTKO GOVERNMENT RELATIONS)fourth_quarter 2025 · $0.0 million
  14. Nov 7, 20258-K
    Material agreement signedItem 1.01
  15. Nov 7, 20258-K
    Director or officer changeItem 5.02
  16. Oct 14, 2025Patent
    Patent granted: MACHINE LEARNING TECHNIQUES FOR GENERATING PRODUCT IMAGERY AND THEIR APPLICATIONSUS 12444109
  17. Sep 19, 20258-K
    Director or officer changeItem 5.02
  18. May 22, 20258-K
    Shareholder vote resultsItem 5.07
  19. Apr 29, 2025Patent
    Patent granted: TECHNIQUES FOR VIRTUAL VISUALIZATION OF A PRODUCT IN A PHYSICAL SCENEUS 12288300
  20. Mar 14, 20258-K
    Material agreement signedItem 1.01
  21. Mar 11, 2025Risk event
    OSHA complaint inspection: WAYFAIROSHA
  22. Mar 7, 20258-K
    Exit or restructuring costsItem 2.05
  23. Feb 20, 202510-K
    Annual report (10-K)2 risk factors added, 0 removed
  24. Feb 14, 20258-K
    Director or officer changeItem 5.02
  25. Jan 31, 20258-K
    Auditor changeItem 4.01
  26. Jan 10, 20258-K
    Exit or restructuring costsItem 2.05
  27. Nov 7, 20248-K
    Director or officer changeItem 5.02
  28. Feb 22, 202410-K
    Annual report (10-K)3 risk factors added, 1 removed
  29. Jan 16, 2024Patent
    Patent granted: SYSTEMS AND METHODS FOR SCENE-INDEPENDENT AUGMENTED REALITY INTERFACESUS 11875464
  30. Dec 5, 2023Patent
    Patent granted: TECHNIQUES FOR VIRTUAL VISUALIZATION OF A PRODUCT IN A PHYSICAL SCENEUS 11836867

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Ulta Beauty ULTA$13.0B$1.1BAug 1, 2026
Chewy CHWY$13.1B$0.6BAug 2, 2026
Airbnb Inc. ABNB$13.2B—Jun 30, 2026
Hilton Worldwide HLT$12.5B$2.0BJun 30, 2026
Darden Restaurants DRI$13.4B$1.1BAug 30, 2026
Chipotle Mexican Grill CMG$12.4B$1.6BJun 30, 2026
Burlington Stores BURL$12.2B$0.4BAug 1, 2026
LKQ Corporation LKQ$13.7B$0.6BJun 30, 2026

Identity

SEC CIK
1616707
LEI
54930027N9ZAVYFDHK53
Wikidata
Q3540193

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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