W · Wayfair Inc.
Price & Indicators
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active customers | 21.7M | Q2 2026 | — |
|
|
|||
| Adjusted EBITDA non-GAAP | $242M | Q2 2026 | +18.0% |
|
|
|||
| Average order value | $332 | Q2 2026 | — |
|
|
|||
| Contribution Profit non-GAAP | $539M | Q2 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Adjusted Gross Profit 1.06B
-128M Less: Customer service and merchant fees
-392M Less: Advertising
+3M Add: Equity-based compensation and related taxes included in customer service and merchant fees
= Contribution Profit 539M
|
|||
| Free Cash Flow non-GAAP | $301M | Q2 2026 | — |
|
|
|||
| International Net Revenue Constant Currency Growth | -2% | Q2 2026 | — |
|
|
|||
| LTM net revenue per active customer | $596 | Q2 2026 | — |
|
|
|||
| Mobile share of orders delivered | 64.1% | Q2 2026 | — |
|
|
|||
| Orders delivered | 10.6M | Q2 2026 | — |
|
|
|||
| Orders per customer | 1.89 | Q2 2026 | — |
|
|
|||
| Repeat customer orders | 8.5M | Q2 2026 | — |
|
|
|||
| Repeat customers placed | 80.2% | Q2 2026 | — |
|
|
|||
| Total liquidity | $1.6B | Q2 2026 | — |
|
|
|||
| Repeat customer order share | 79.1% | fourth quarter of 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
W
this stock
Wayfair Inc.
|
$13.93B | +7.4% | +39.7% | — | 9.2% |
|
AMZN
Amazon Com Inc
|
$2.80T | +15.2% | +12.4% | 20.9 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$307.16B | -12.1% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$123.25B | -20.5% | +14.5% | — | 2.4% |
|
DASH
DoorDash, Inc.
|
$95.48B | -2.8% | +27.9% | 114.8 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| W | +4.7% | +27.9% | +36.5% | +27.0% | +7.4% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +5.2% | +25.0% | +24.9% | +24.0% | -5.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.