Wayfair
W
Market cap $6.07B

46.10 USD

-1.00

2.12%

At close Jun 13, 4:00 PM EDT

After hours

46.00

-0.10

0.22%

1 day

-2.12%

5 days

-0.50%

1 month

18.17%

3 months

48.71%

6 months

-11.84%

Year to date

0.09%

1 year

-15.52%

5 years

-76.14%

10 years

39.02%

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

Consumer Discretionary Internet Retail

0

Funds holding %

of 7,296 funds

0

Analysts bullish %

of 14 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

See Fund Rankings

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$29

37%

downside

Avg. target

$44

5%

downside

High target

$61

32%

upside

14 analyst ratings

9 positive

64%

4 neutral

29%

1 negative

7%

Piper Sandler Peter Keith	32%upside $61	Overweight Maintained	13 Jun 2025
B of A Securities Curtis Nagle	7%downside $43	Neutral Maintained	14 May 2025
Loop Capital Laura Champine	24%downside $35	Sell Downgraded	14 May 2025
Argus Research John Staszak	13%downside $40	Buy Upgraded	12 May 2025
Citigroup Ygal Arounian	31%downside $32	Neutral Maintained	2 May 2025

See Analyst Rankings

Financial journalist opinion

Schaeffers Research

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

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

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

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

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

The Motley Fool

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?

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

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

Zacks Investment Research

Wayfair's Q1 Earnings Beat Estimates, Revenues Barely Increase Y/Y

W's first-quarter 2025 results benefit from a healthy performance in the U.S. segment.

Wayfair's Q1 Earnings Beat Estimates, Revenues Barely Increase Y/Y

Zacks Investment Research

Initial Claims More Than Expectations

Initial Claims More Than Expectations.

Initial Claims More Than Expectations

See News Rankings

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