Pulling SEC filings + quote and writing the call…
W
Wayfair Inc.
Next earnings Aug 3, 2026 (before open) · consensus $0.87 EPS, $3.52B rev
Last earnings -12.7% on 2026-04-30
$88.52
▲ +8.49%$88.52▲ +83.04%
over 1Y
L $48.29EODHDH $119.05
Earnings Dividend Split Congress buy Congress sellFilings colored by tone · hover for detail
Today+8.5%
1W+14.0%
1M+54.2%
3M+16.1%
YTD-16.9%
1Y+83.0%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 40 analysts
Buy
Wayfair's turnaround is real — revenue growth resumed and cash flow surged — but net losses and negative equity persist.
Wayfair is executing a credible turnaround. After three years of declining sales, revenue grew 5.1% to $12.5B in FY2025, operating income flipped marginally positive ($17M, the first time near breakeven after years of losses), and the net loss narrowed sharply to $313M from $1.33B in FY2022 — a steady four-year improvement (-$1.33B, -$738M, -$492M, -$313M). Most telling, operating cash flow jumped 68.5% to $534M against just $70M of capex, showing the asset-light e-commerce model can generate real free cash even before GAAP profitability.
Sources: SEC EDGAR (CIK 0001616707, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:47:41 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.