Wayfair

W

Market cap $9.03B

The retail industry eked out strong gains in profits and sales in the first quarter despite concerns about consumer weakness given high gas prices and low sentiment. Still, high tax refunds and deeper buy, now pay later use may have helped to buoy spending and mask underlying consumer weakness.

Wayfair Inc. (W) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

BOSTON, May 15, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced plans to open a new large-format retail store in Cincinnati, Ohio, further accelerating its expansion into high-impact markets across the U.S. The location is expected to open in 2027. "Cincinnati is an exciting market for us, not only for its strong retail environment but also for its reach across the broader tri-state region," said Liza Lefkowski, vice president of merchandising and stores at Wayfair.

BOSTON, May 13, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W) (the "Company," "we" or "Wayfair") today announced the pricing by its subsidiary, Wayfair LLC (the "Issuer"), of its private offering of $400 million in aggregate principal amount of 7.125% senior secured notes due 2034 (the "Notes"). The Notes will mature on May 31, 2034, unless earlier repurchased or redeemed in accordance with their terms.

BOSTON, May 13, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W) (the "Company," "we" or "Wayfair") today announced that its subsidiary, Wayfair LLC (the "Issuer"), intends to offer, subject to market and other conditions, $400 million in aggregate principal amount of senior secured notes due 2034 (the "Notes") in a private offering. We intend to use the net proceeds from the Notes offering to repay a portion of our existing indebtedness and for other general corporate purposes.

W posts Q1 revenue growth, customer gains and EBITDA surge, while margins dip on Rewards investment and Q2 guides mid-single-digit sales growth.

Wayfair continues to deliver strong net revenue growth at +7.4% in Q1 2026. It has been outperforming the category by close to 10%. Wayfair's gross margins may end up slightly lower as it battles against a weaker macro environment.

BOSTON, May 1, 2026 /PRNewswire/ -- Perigold, the leading destination for luxury home, today announced a partnership with NBC's Emmy Award–winning George to the Rescue and AD100 Designer and MasterClass Instructor, Corey Damen Jenkins, to reimagine the Kips Bay Boys & Girls Club space in New York City. As the exclusive furniture and décor provider, Perigold will bring elevated, design-forward furnishings to the philanthropic redesign, blending beauty and function to create an inspiring environment for local youth.

Artificial intelligence (AI) and influencers helped Wayfair outperform the home furnishings category during the first quarter, Niraj Shah, the company's CEO, co-founder and co-chairman said during a Thursday (April 30) earnings call.

Wayfair reported strong Q1 results that featured stable revenue growth, an outlier amid a declining furniture category. Wayfair is reducing its advertising spending and still gaining market share. The sharp post-Q1 earnings selloff in the stock overlooks the fact that Wayfair is growing adjusted EBITDA at a >40% y/y clip.