wayfair (nyse: w) offers an extensive selection of home furnishings and décor across all styles and price points. with an unparalleled selection of more than seven million home items from 7,000 suppliers, wayfair helps people find the perfect product at the right price. our unparalleled selection and superior customer service coupled with the convenience of online shopping, makes it easier than ever before to find exactly what you want for your home. the wayfair family of brands includes: • wayfair.com, an online destination for all things home • joss & main, an online flash sales site offering inspiring home design daily • allmodern, a go-to online source for modern design • dwellstudio, a design house for fashion-forward modern furnishings • birch lane, a collection of classic furnishings and timeless home décor wayfair is headquartered in boston, massachusetts, and employs 2,000 people across its eight global locations of boston, new york, ogden, utah, hebron, kentucky, galw
Company profile
Ticker
W
Exchange
Website
CEO
Niraj Shah
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Wayfair LLC • CastleGate Logistics Inc. • CastleGate Trade Services LLC • SK Retail, Inc. • Wayfair Maine LLC • Wayfair Transportation LLC • Wayfair Securities Corporation • Fariway Insurance Inc. • Wayfair Illinois LLC • Wayfair Trade LLC ...
W stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
29 Mar 24
DEFA14A
Additional proxy soliciting materials
29 Mar 24
DEF 14A
Definitive proxy
29 Mar 24
10-K
2023 FY
Annual report
22 Feb 24
8-K
Returns to Positive Year-Over-Year Active Customer Growth
22 Feb 24
8-K
Wayfair Announces Workforce Realignment Plan
19 Jan 24
UPLOAD
Letter from SEC
29 Nov 23
CORRESP
Correspondence with SEC
22 Nov 23
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
Reports Positive Year-Over-Year Revenue Growth with Strong Order Momentum and Profitability
1 Nov 23
Transcripts
W
Earnings call transcript
2023 Q4
22 Feb 24
W
Earnings call transcript
2023 Q3
1 Nov 23
W
Earnings call transcript
2023 Q2
3 Aug 23
W
Earnings call transcript
2023 Q1
4 May 23
W
Earnings call transcript
2022 Q4
23 Feb 23
W
Earnings call transcript
2022 Q3
3 Nov 22
W
Earnings call transcript
2022 Q2
4 Aug 22
W
Earnings call transcript
2022 Q1
5 May 22
W
Earnings call transcript
2021 Q4
24 Feb 22
W
Earnings call transcript
2021 Q3
4 Nov 21
Latest ownership filings
4
Jon Blotner
16 Apr 24
144
Notice of proposed sale of securities
15 Apr 24
144
Notice of proposed sale of securities
10 Apr 24
144
Notice of proposed sale of securities
10 Apr 24
4
Niraj Shah
9 Apr 24
4
Steven Conine
9 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
4
Fiona Tan
5 Apr 24
4
Thomas Netzer
5 Apr 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.29 bn | 1.29 bn | 1.29 bn | 1.29 bn | 1.29 bn | 1.29 bn |
Cash burn (monthly) | (no burn) | (no burn) | 53.67 mm | 83.17 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 370.79 mm | 574.61 mm | n/a | n/a |
Cash remaining | n/a | n/a | 920.21 mm | 716.39 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 17.1 | 8.6 | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 328 |
Opened positions | 60 |
Closed positions | 44 |
Increased positions | 113 |
Reduced positions | 79 |
13F shares | Current |
---|---|
Total value | 6.25 tn |
Total shares | 106.66 mm |
Total puts | 11.97 mm |
Total calls | 8.48 mm |
Total put/call ratio | 1.4 |
Largest owners | Shares | Value |
---|---|---|
FMR | 13.52 mm | $818.94 bn |
Capital World Investors | 11.08 mm | $671.11 bn |
Vanguard | 7.83 mm | $474.28 bn |
Baillie Gifford & Co | 7.71 mm | $466.81 bn |
MS Morgan Stanley | 4.55 mm | $275.40 bn |
Prescott General Partners | 3.82 mm | $231.57 bn |
BLK Blackrock | 3.72 mm | $225.50 bn |
Spruce House Investment Management | 3.65 mm | $221.08 bn |
D. E. Shaw & Co | 3.21 mm | $481.69 mm |
D. E. Shaw & Co. | 2.98 mm | $180.63 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Apr 24 | Blotner Jon | Class A Common Stock | Sell | Dispose S | No | Yes | 60.52 | 4,144 | 250.79 k | 37,957 |
8 Apr 24 | Steven Conine | Class A Common Stock | Sell | Dispose S | No | Yes | 65.17 | 2,926 | 190.69 k | 239,073 |
8 Apr 24 | Steven Conine | Class A Common Stock | Sell | Dispose S | No | Yes | 64.54 | 6,100 | 393.69 k | 241,999 |
8 Apr 24 | Steven Conine | Class A Common Stock | Sell | Dispose S | No | Yes | 63.45 | 974 | 61.80 k | 248,099 |
8 Apr 24 | Niraj Shah | Class A Common Stock | Sell | Dispose S | No | Yes | 65.24 | 1,007 | 65.70 k | 239,137 |
8 Apr 24 | Niraj Shah | Class A Common Stock | Sell | Dispose S | No | Yes | 64.65 | 7,649 | 494.51 k | 240,144 |
8 Apr 24 | Niraj Shah | Class A Common Stock | Sell | Dispose S | No | Yes | 63.68 | 1,344 | 85.59 k | 247,793 |
4 Apr 24 | Blotner Jon | Class A Common Stock | Sell | Dispose S | No | No | 65.95 | 100 | 6.60 k | 42,101 |
4 Apr 24 | Blotner Jon | Class A Common Stock | Sell | Dispose S | No | No | 64.91 | 2,922 | 189.67 k | 42,201 |
4 Apr 24 | Kate Gulliver | Class A Common Stock | Sell | Dispose S | No | No | 65.98 | 266 | 17.55 k | 82,560 |
News
TD Cowen Maintains Hold on Wayfair, Raises Price Target to $55
24 Apr 24
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
23 Apr 24
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
22 Apr 24
CrowdStrike, Wayfair And 2 Other Stocks Insiders Are Selling
17 Apr 24
Looking At Wayfair's Recent Unusual Options Activity
15 Apr 24
Press releases
Wayfair Schedules First Quarter 2024 Earnings Release and Conference Call
2 Apr 24
"Welcome to The Wayborhood" - New Brand Campaign from Wayfair Empowers Everyone to Create their Own Unique Expression of Home
11 Mar 24
Wayfair Announces Fourth Quarter and Full Year 2023 Results, Returns to Positive Year-Over-Year Active Customer Growth
22 Feb 24
Wayfair Announces Decorify App for Apple Vision Pro
6 Feb 24