W · Wayfair Inc. · Earnings Call Transcripts & Audio
$101.60
-0.96 (-0.94%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$13.44B
Shares
136.97M
Volume · Oct 1
1.1M
Avg daily vol (3M)
2.91M
Wayfair Inc. Earnings Call Transcripts
Quarterly earnings calls for Wayfair Inc. (W), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
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 earnings calls
Key facts
CIK
1616707
CUSIP
94419L101
13F (30d)
24 filings
11 filers
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