W · Wayfair Inc. · Webcasts, Transcripts & Audio
$101.25
-0.12 (-0.12%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$13.44B
Shares
136.97M
Volume · Oct 2
2.21M
Avg daily vol (3M)
2.9M
Wayfair Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Wayfair Inc. (W), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼4.6%
$3.10B
−$351.00M
'22 Q4
23-02-23
▼7.3%
$2.77B
−$355.00M
'23 Q1
23-05-04
▼3.4%
$3.17B
−$46.00M
'23 Q2
23-08-03
▲3.7%
$2.94B
−$163.00M
'23 Q3
23-11-01
▲0.4%
$3.11B
−$174.00M
'23 Q4
24-02-22
▼1.6%
$2.73B
−$248.00M
'24 Q1
24-05-02
▼1.7%
$3.12B
−$42.00M
'24 Q2
24-08-01
▼2%
$2.88B
−$74.00M
'24 Q3
24-11-01
▲0.2%
$3.12B
−$128.00M
'24 Q4
25-02-20
▲0%
$2.73B
−$113.00M
'25 Q1
25-05-01
▲5%
$3.27B
$15.00M
'25 Q2
25-08-04
▲8.1%
$3.12B
−$99.00M
'25 Q3
25-10-28
▲6.9%
$3.34B
−$116.00M
'25 Q4
26-02-19
▲7.4%
$2.93B
−$105.00M
'26 Q1
26-04-30
LATEST
▲7.5%
$3.52B
−$1.00M
'26 Q2
26-08-04
Earnings call
FY26 · Q3
2026-11-04
Wayfair Inc. (W) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-09
Wayfair Inc. (W) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-04
Wayfair Inc. (W) Q2 2026 Earnings Call Transcript
Confident tone
Paragold luxury segment growth
Physical stores and design services
Gross margin and reinvestment dynamics
Revenue
$3.52B
▲ 7.5% YoY Diluted EPS
$-0.01
▼ 109.1% YoY Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Wayfair Inc. (W) Q1 2026 Earnings Call Transcript
Confident tone
Loyalty program and gross margin
International expansion (U.K. and Canada)
Agentic commerce and supply chain dynamics
Revenue
$2.93B
▲ 7.4% YoY Diluted EPS
$-0.80
Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-12
Wayfair Inc. (W) March 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-19
Wayfair Inc. (W) Q4 2025 Earnings Call Transcript
Confident tone
Adjusted EBITDA and profitability flow-through
Capital structure and leverage
Wayfair Rewards loyalty program
Revenue
$3.34B*
▲ 6.9% YoY Gross margin
30.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Wayfair Inc. (W) Q3 2025 Earnings Call Transcript
Confident tone
Supplier ecosystem and multichannel fulfillment
Technology replatforming and generative AI
Q4 guidance and outlook
Revenue
$3.12B
▲ 8.1% YoY Diluted EPS
$-0.76
Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Wayfair Inc. (W) Q2 2025 Earnings Call Transcript
Confident tone
CastleGate logistics and supplier network
Profitability and EBITDA expansion
Revenue growth and market share
Revenue
$3.27B
▲ 5% YoY Diluted EPS
$0.11
Gross margin
30.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Wayfair Inc. (W) Q1 2025 Earnings Call Transcript
Positive tone
Tariffs and supplier sourcing strategy
Marketplace platform competitive advantage
Profitability and adjusted EBITDA
Revenue
$2.73B
▲ 0% YoY Diluted EPS
$-0.89
Gross margin
30.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Wayfair Inc. (W) Q4 2024 Earnings Call Transcript
Confident tone
Financial performance and profitability
CastleGate logistics network
Competitive advantages and market share
Revenue
$3.12B*
▲ 0.2% YoY Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-01
Wayfair Inc. (W) Q3 2024 Earnings Call Transcript
Positive tone
Capital allocation and free cash flow
Macro / consumer environment
Wayfair Rewards loyalty program
Revenue
$2.88B
▼ 2% YoY Diluted EPS
$-0.60
Gross margin
30.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Wayfair Inc. (W) Q2 2024 Earnings Call Transcript
Positive tone
Profitability and cost discipline
Market share gains
Promotional vs. non-promotional spread
Revenue
$3.12B
▼ 1.7% YoY Diluted EPS
$-0.34
Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Wayfair Inc. (W) Q1 2024 Earnings Call Transcript
Confident tone
Macro and category cyclical recovery
Profitability and adjusted EBITDA trajectory
Brand refresh and the Wayborhood campaign
Revenue
$2.73B
▼ 1.6% YoY Diluted EPS
$-2.06
Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Wayfair Inc. (W) Q4 2023 Earnings Call Transcript
Positive tone
UK business inflection and international expansion
Profitability and free cash flow improvement
Headcount reductions and organizational restructuring
Revenue
$3.11B*
▲ 0.4% YoY Gross margin
30.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Wayfair Inc. (W) Q3 2023 Earnings Call Transcript
Revenue
$2.94B
▲ 3.7% YoY Diluted EPS
$-1.40
Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Wayfair Inc. (W) Q2 2023 Earnings Call Transcript
Revenue
$3.17B
▼ 3.4% YoY Diluted EPS
$-0.41
Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Wayfair Inc. (W) Q1 2023 Earnings Call Transcript
Revenue
$2.77B
▼ 7.3% YoY Diluted EPS
$-3.22
Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Wayfair Inc. (W) Q4 2022 Earnings Call Transcript
Revenue
$3.10B*
▼ 4.6% YoY Gross margin
28.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Wayfair Inc. (W) Q3 2022 Earnings Call Transcript
Revenue
$2.84B
▼ 9% YoY Diluted EPS
$-2.66
Gross margin
29.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Wayfair Inc. (W) Q2 2022 Earnings Call Transcript
Revenue
$3.28B
▼ 14.9% YoY Diluted EPS
$-3.59
▼ 414.9% YoY Gross margin
27.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Wayfair Inc. (W) Q1 2022 Earnings Call Transcript
Revenue
$2.99B
▼ 13.9% YoY Diluted EPS
$-3.04
▼ 2000% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Wayfair Inc. (W) Q4 2021 Earnings Call Transcript
Revenue
$3.25B*
▼ 11.4% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Wayfair Inc. (W) Q3 2021 Earnings Call
Revenue
$3.12B
▼ 18.7% YoY Diluted EPS
$-0.75
▼ 144.9% YoY Gross margin
28.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Wayfair Inc. (W) Q2 2021 Earnings Call
Revenue
$3.86B
▼ 10.4% YoY Diluted EPS
$1.14
▼ 55.1% YoY Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Wayfair Inc. (W) Q1 2021 Earnings Call Transcript
Revenue
$3.48B
▲ 49.3% YoY Diluted EPS
$0.16
Gross margin
28.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Wayfair Inc. (W) Q4 2020 Earnings Call Transcript
Revenue
$3.67B*
▲ 44.9% YoY Gross margin
29.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-03
Wayfair Inc. (W) Q3 2020 Earnings Call Transcript
Revenue
$3.84B
▲ 66.5% YoY Diluted EPS
$1.67
Gross margin
29.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Wayfair Inc. (W) Q2 2020 Earnings Call Transcript
Revenue
$4.30B
▲ 83.7% YoY Diluted EPS
$2.54
Gross margin
30.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Wayfair Inc. (W) Q1 2020 Earnings Call Transcript
Revenue
$2.33B
▲ 19.8% YoY Diluted EPS
$-3.04
Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-28
Wayfair Inc. (W) Q4 2019 Earnings Call
Revenue
$2.53B*
▲ 25.8% YoY Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–30 of 30 webcasts
Key facts
CIK
1616707
CUSIP
94419L101
13F (30d)
27 filings
14 filers
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