Wayfair
About: Wayfair engages in e-commerce in the United States (88% of 2024 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with a handful of stores between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2024, the firm offered more than 30 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, and other home goods. Wayfair was founded in 2002 and began trading publicly in 2014.
Employees: 13,500
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 93
14% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 8 (+1) [Q1 2025]
11% more call options, than puts
Call options by funds: $570M | Put options by funds: $511M
4.59% more ownership
Funds ownership: 110.47% [Q4 2024] → 115.05% (+4.59%) [Q1 2025]
8% less funds holding
Funds holding: 332 [Q4 2024] → 306 (-26) [Q1 2025]
23% less capital invested
Capital invested by funds: $4.88B [Q4 2024] → $3.78B (-$1.1B) [Q1 2025]
33% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 66
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Zelman & Assoc | 26%upside $72 | Outperform Maintained | 9 Jul 2025 |
Morgan Stanley Simeon Gutman | 23%upside $70 | Overweight Maintained | 2 Jul 2025 |
Evercore ISI Group Oliver Wintermantel | 5%upside $60 | Outperform Maintained | 24 Jun 2025 |
Piper Sandler Peter Keith | 7%upside $61 | Overweight Maintained | 13 Jun 2025 |
B of A Securities Curtis Nagle | 25%downside $43 | Neutral Maintained | 14 May 2025 |
Financial journalist opinion
Based on 3 articles about W published over the past 30 days









