57.09 USD
-1.74
2.96%
At close Jul 11, 4:00 PM EDT
After hours
57.50
+0.41
0.72%
1 day
-2.96%
5 days
1.37%
1 month
19.04%
3 months
111.84%
6 months
30.61%
Year to date
23.95%
1 year
3.33%
5 years
-72.92%
10 years
49.65%
 

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

0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 15 analysts

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

Low target
$29
49%
downside
Avg. target
$49
14%
downside
High target
$72
26%
upside

15 analyst ratings

10 positive
67%
neutral
27%
negative
7%
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

Neutral
PRNewsWire
1 week ago
Wayfair Schedules Second Quarter 2025 Earnings Release and Conference Call
BOSTON , July 3, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE:W), the destination for all things home, today announced it will release financial results for its second quarter ending June 30, 2025 before the opening of the market on August 4, 2025. Wayfair will host a conference call at 8 a.m.
Wayfair Schedules Second Quarter 2025 Earnings Release and Conference Call
Neutral
Business Wire
3 weeks ago
Perigold Opens First-Ever Brick and Mortar Store in Houston, Marking a New Chapter in Luxury Home & Design Retail
BOSTON--(BUSINESS WIRE)--Perigold, the leading destination for luxury home, announces the opening of its inaugural brick-and-mortar location today in Houston, Texas. Situated in the heart of one of Houston's premier shopping districts, Highland Village, the nearly 20,000-square-foot flagship brings Perigold's meticulously curated selection of designer furniture, décor, and lighting into a refined physical space for the first time. This highly anticipated debut marks a significant evolution for.
Perigold Opens First-Ever Brick and Mortar Store in Houston, Marking a New Chapter in Luxury Home & Design Retail
Neutral
Schaeffers Research
4 weeks ago
These 24 Stocks Are Ripe for a Short Squeeze
With the way negative stock market sentiment  has piled up recently, short squeezes have generated some massive returns.
These 24 Stocks Are Ripe for a Short Squeeze
Positive
Investopedia
1 month ago
Investing in These Retailers' Stock is 'Worth the Risk,' JPMorgan Says
Best Buy and Wayfair stock offer a healthy balance of risk and reward, JPMorgan said.
Investing in These Retailers' Stock is 'Worth the Risk,' JPMorgan Says
Positive
PYMNTS
1 month ago
Wayfair to Open Third Large-Format Physical Retail Location in 2027
A year after opening its first large-format physical retail location, Wayfair said it plans to open its third such store in early 2027.
Wayfair to Open Third Large-Format Physical Retail Location in 2027
Neutral
PRNewsWire
1 month ago
Wayfair Accelerates Retail Expansion with New York Metro Location, Building on Strong Momentum from Chicagoland Flagship's First Year
BOSTON , May 15, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced plans for its next large-format retail store in Yonkers, New York, set to open in early 2027. The news comes as the company celebrates the one-year anniversary of its inaugural large-format store in Wilmette, Illinois—a milestone that underscores Wayfair's growing success in physical retail and its evolving omnichannel strategy.
Wayfair Accelerates Retail Expansion with New York Metro Location, Building on Strong Momentum from Chicagoland Flagship's First Year
Positive
MarketBeat
2 months ago
3 Undervalued Stocks Wall Street Is Getting Wrong
The stock market is usually a pretty efficient mechanism for pricing in an economy's future expectations. In the case of the S&P 500, its mere size and liquidity usually give investors a pretty good gauge of where the future of the United States economy might be headed.
3 Undervalued Stocks Wall Street Is Getting Wrong
Neutral
The Motley Fool
2 months ago
Should You Buy Wayfair Stock Amid Rising Tariffs?
Wayfair (W -2.26%) sources a significant percentage of its products from China, which faces a massive tariff increase.
Should You Buy Wayfair Stock Amid Rising Tariffs?
Neutral
Seeking Alpha
2 months ago
Wayfair: Cloudy Near-Term Demand Outlook Outweighs Other Positives
I maintain a Hold rating on Wayfair due to solid execution and improving fundamentals, but near-term macro volatility and limited visibility hinder upside potential. Wayfair's Q1 2025 results showed flat revenue, improved gross profit margins, and better-than-expected adj. EBITDA, but free cash flow remains negative. Positives include increased supplier ad spending, sourcing flexibility, and improved capital structure, positioning Wayfair for long-term growth despite current challenges.
Wayfair: Cloudy Near-Term Demand Outlook Outweighs Other Positives
Negative
Seeking Alpha
2 months ago
Wayfair: Lacking Growth, But This Company Is Managing Tariffs Well
Wayfair's logistics expertise and cost focus have led to margin gains despite flat revenue, but declining active buyers and tariff risks remain concerns. The company has shut down unprofitable segments like Germany, impacting international revenue, but U.S. revenue grew 1.6% y/y. The stock's valuation at 11.1x EV/FY25 adjusted EBITDA is cheap but balanced by operating risks and lack of immediate growth catalysts.
Wayfair: Lacking Growth, But This Company Is Managing Tariffs Well
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