W · Wayfair Inc.
Price & Indicators
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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 Strong 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 |
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| Active customers | 21.7M | Q2 2026 | — |
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| Adjusted EBITDA non-GAAP | $242M | Q2 2026 | +18.0% |
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| Average order value | $332 | Q2 2026 | — |
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| Contribution Profit non-GAAP | $539M | Q2 2026 | — |
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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
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| Free Cash Flow non-GAAP | $301M | Q2 2026 | — |
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| LTM net revenue per active customer | $596 | Q2 2026 | — |
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| Mobile order share | 64.1% | Q2 2026 | — |
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| Orders delivered | 10.6M | Q2 2026 | — |
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| Orders per customer | 1.89 | Q2 2026 | — |
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| Repeat customer order share | 80.2% | Q2 2026 | — |
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| Repeat customer orders | 8.5M | Q2 2026 | — |
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| Total liquidity | $1.6B | Q2 2026 | — |
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| International Net Revenue Constant Currency Growth non-GAAP | 0.2% | year ended December 31, 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 |
|---|---|---|---|---|---|
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W
this stock
Wayfair Inc.
|
$14.10B | +1.2% | +39.7% | — | 9.2% |
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AMZN
Amazon Com Inc
|
$2.84T | +13.8% | +12.4% | 21.2 | 0.9% |
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BABA
Alibaba Group Holding Ltd
|
$296.76B | -15.5% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
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$126.73B | -25.2% | +14.5% | — | 2.4% |
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DASH
DoorDash, Inc.
|
$94.03B | -4.2% | +27.9% | 113.0 | 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% | +13.8% | +38.3% | +19.7% | +1.2% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -5.1% | +9.3% | +24.6% | +15.8% | -12.6% |
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.