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, as well as advertising and logistics services. Wayfair was founded in 2002 and began trading publicly in 2014.
Employees: 13,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
55% more capital invested
Capital invested by funds: $3.78B [Q1] → $5.85B (+$2.07B) [Q2]
42% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 65
7% more funds holding
Funds holding: 307 [Q1] → 328 (+21) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 101
5% less call options, than puts
Call options by funds: $651M | Put options by funds: $688M
5.02% less ownership
Funds ownership: 115.07% [Q1] → 110.05% (-5.02%) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q1] → 6 (-2) [Q2]
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
19 analyst ratings
Guggenheim Steven Forbes | 21%upside $90 | Buy Reiterated | 27 Aug 2025 |
Jefferies Jonathan Matuszewski | 22%upside $91 | Buy Maintained | 20 Aug 2025 |
Goldman Sachs Alexandra Steiger | 7%upside $80 | Neutral Maintained | 6 Aug 2025 |
Zelman & Assoc | 29%upside $96 | Outperform Maintained | 5 Aug 2025 |
Mizuho David Bellinger | 18%upside $88 | Outperform Maintained | 5 Aug 2025 |
Financial journalist opinion
Based on 41 articles about W published over the past 30 days
