Wayfair (W)
Sells home goods through a multi-brand online platform, logistics network, and growing store footprint.
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Sells furniture and home goods through a portfolio of consumer brands and Wayfair Professional, combining supplier-direct fulfillment, proprietary logistics, and a growing store channel. Most revenue comes from the United States, while discretionary demand and reliance on suppliers and carriers shape the business.
Runs a digital-led home-goods retail platform across Wayfair, AllModern, Birch Lane, Joss & Main, Perigold, and Wayfair Professional. The catalog serves consumers and business customers, while stores add an in-person channel to the online model.
Generates most revenue in the United States, with remaining international sites in Canada, the United Kingdom, and Ireland. Supplier-direct shipping works alongside CastleGate warehousing, the Wayfair Delivery Network for large parcels, and CastleGate Forwarding for inbound services.
Depends on discretionary home spending, third-party suppliers and carriers, logistics capacity, and continued competition for customers and suppliers. Founder control is reinforced by dual-class shares, and the reporting structure remains geographic—U.S. and International—rather than organized by customer brand.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Bernstein | Upgrade | Target: — | Target: $125 |
| Aug 5, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $75 | Target: $120 |
| Aug 5, 2026 | Robert W. Baird | Target | Target: $76 | Target: $116 |
| Aug 5, 2026 | Evercore ISI | Reiterate | Rating: —Target: $100 | Target: $130 |
| Aug 5, 2026 | Guggenheim | Reiterate | Rating: —Target: $100 | Target: $135 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.14B · Total debt $3.48B · Total assets $2.98B · Shareholders' equity −$2.79B
- Revenue
- $3.52B
- Operating income
- $104.0M
- Net income
- −$1.0M
No dividends on record.
| Institutions | ≈ 178.38% | 244.33M shares | |
|---|---|---|---|
| 515 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 15.03% | 20.59M shares | |
| 14 holders · as of Sep 10, 2026 | |||
| Strategic holders | 3.66% | 5.01M shares | |
| 1 holder · as of Jan 31, 2024 | |||
| Adds to | 197.07% | ||
136.97M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 197.07%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 23.77% | 16.28M A · 16.28M A | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 16.32% | 11.18M A · 11.18M A | as of Jun 30, 2026 |
Baillie Gifford & Co (Scottish partnership)Institution | 7.48% | 10.25M | filed Jan 26, 2022 |
BlackRock, Inc.Institution | 7.35% | 5.04M A · 5.04M A | as of Jun 30, 2026 |
Niraj Shah1Insiderdirector, officer: Chief Executive Officer | 7.10% | 291,137 A · 8.63M B | filed May 11, 2026 |
- The filed share classes (A, B) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Steven Conine | director | −69,000 | $103.36 |
| Sep 14, 2026 | Niraj Shah | director, officer: Chief Executive Officer | −69,000 | $103.35 |
| Sep 8, 2026 | Jon Blotner | officer: Pres., Commercial & Operations | −6,968 | $100.22 |
| Aug 12, 2026 | Niraj Shah | director, officer: Chief Executive Officer | −69,000 | $103.36 |
| Aug 12, 2026 | Steven Conine | director | −69,000 | $103.36 |
- Amazon
Broad marketplace rivalry in online home-goods shopping
- Williams-Sonoma
Direct multi-brand rivalry across mass-premium home furnishings
- Walmart
Mass-market home assortment backed by stores and e-commerce
- Target
Omnichannel rivalry in home furnishings, décor, and owned brands
- RH
Luxury home-furnishings rivalry through galleries and digital channels
- Bob's Discount Furniture
Value furniture rivalry across stores and e-commerce
- Home Depot
Large-scale overlap in décor, appliances, flooring, and home projects
- Lowe's
Broad home-improvement overlap led by home décor categories
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Wayfair | $106.04 | +1.04% | $14.38B | — | 31.3 | 1.1 | +7.5% |
| Amazon | $255.42 | −1.17% | $2.78T | 20.8 | 27.4 | 3.6 | +19.6% |
| Williams-Sonoma | $231.16 | +1.76% | $26.75B | 23.3 | 23.4 | 3.3 | +6.7% |
| Walmart | $108.67 | +1.14% | $855.02B | 38.8 | 36.3 | 1.2 | +5.9% |
| Target | $159.27 | +0.99% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| RH | $132.20 | +3.93% | $2.40B | 22.6 | 19.3 | 0.7 | +2.6% |
| Bob's Discount Furniture | $15.12 | +4.71% | $1.89B | 14.0 | 14.9 | 0.8 | — |
| Home Depot | $301.46 | +1.43% | $296.34B | 20.8 | 19.5 | 1.8 | +5.7% |
| Lowe's | $193.93 | +1.54% | $107.12B | 16.1 | 15.5 | 1.2 | +8.3% |
| Median | 20.8 | 19.4 | 1.2 | +5.9% |