Why is W up?
Up 177% over three years while the S&P 500 rose 89%.
- Free cash flow went from -$860.0M to $464.0M;
W's Quality Score fell 4 points on Fri, Oct 30, to 12. Buying volume slipped off its 20-day high (4 chart checks stopped).
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Up 177% over three years while the S&P 500 rose 89%.
| Since its Nov 2021 high | Down 59% |
| Latest filing | 10-Q, Aug 4 |
ReportReports Wednesday, before the open. Every 3 months, a company tells everyone how much it sold and earned. It rose after 2 and fell after 2 of its last 4 reports, +6.8% on average. Past reports ›
After its last 4 reports it closed +6.8% on average, higher 2 of 4 times.
Above Averagefor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
W is #2 of 16 by Quality Score among Retail-Catalog & Mail-Order Houses.
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Reports Wed Nov 4, before the open (in 2 days). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
W's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“We are excited to see ramping growth in the Wayfair business and complementing that with outsized growth from our specialty and luxury brands, all building to why we expect to see even further acceleration as our numerous initiatives play out.”
From its results filing (SEC filing · Aug 4)
Sales fell 2.5% a year over 5 years, fiscal 2020 to 2025.
Its share count grew 5.3% a year over 5 years.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Aug 4, 2026 | +23.1% | +30.0% | +15.6% |
| Apr 30, 2026 | -5.4% | -12.8% | -9.9% |
| Feb 19, 2026 | -16.0% | -13.0% | -17.2% |
Sales grew in three of the last seven years, to $12B in 2025. It made a profit in one of the eight years.
3 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: W is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Wayfair engages in e-commerce in the United States (88% of 2025 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with 13 stores (excluding outlets) between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. The firm offers more than 40 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, as well as advertising and logistics services. Wayfair was founded in 2002 and began trading publicly in 2014.
“The market for online home goods and furniture is highly competitive, fragmented and rapidly changing.”
W scores 12 today, which Breakaway calls Above Average. It is #2 of 16 in Retail-Catalog & Mail-Order Houses by Quality Score, with 6 of 14 chart checks firing. Up 177% over three years while the S&P 500 rose 89%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
W scores 12 today, which Breakaway calls Above Average (11 to 14). That is #2 of 16 in Retail-Catalog & Mail-Order Houses by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind W's 12.
Reports Wed Nov 4, before the open, a date the company confirmed. W closed higher after 2 of its last 4 reports. Past behavior, not a forecast.
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