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WW

Wayfair Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$W·$12B·Specialty Retail·Consumer Cyclical
$89.03-5.8%
Mentions · last 7 days
2026-07-22: 47 posts2026-07-23: 65 posts2026-07-24: 43 posts2026-07-25: 55 posts2026-07-26: 41 posts2026-07-27: 74 posts2026-07-28: 61 posts390
Price updated 1h ago·X counts updated 1d ago
WW
$WWayfair Inc.
$89.03-5.83%390 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $W, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Wayfair coiled at $95 into an Aug 4 print — Q1 EPS beat, growth back to +7%, and consensus modeling a real profit ramp into FY27.

Wayfair is the largest online-only home-goods retailer in the U.S. — a business that took years of losses to build the platform, then swung to real operating leverage as scale finally kicked in. The stock sits at 60% of the 52-week range with the fundamentals in a genuine coil into Aug 4 earnings.

  • Growth is back to positive: Q1 revenue grew 7.4% YoY to $2.93B, Q4 6.9%, Q3 8.1% — a durable mid-single-digit organic-growth trajectory after the post-COVID reset, with gross margin holding at 30% and operating margin turning to 0.4–2% positive.
  • Consensus is modeling a real profit ramp: $2.76 FY26 EPS growing to $3.67 in FY27 (a ~33% forward earnings growth rate) — the market is buying the operating-leverage story, which puts the forward P/E in the mid-30s if the growth arithmetic holds.
  • The insider tape is mixed: officers Tan, Gulliver, and Blotner ran in-kind option settlements plus an open-market sale on July 6 in the $95–$96 range totaling ~$3M — routine post-vest trimming, but a value marker officers are willing to accept.
  • The tape confirms the setup: at 60% of the 52-week range with the stock +16% vs the 50-day and +8% vs the 200-day on 1.2x volume — a base breakout that's holding, coiled into the print.

The Aug 4 Q2 print is the immediate binary: a beat with a raised FY guide and continued positive operating margin extends the up-trend and confirms the operating-leverage thesis, while a soft Q3 guide or any gross-margin compression could take out the recent breakout and test the 200-day near $85.

What to watch: Aug 4 Q2 earnings. Watch revenue growth vs Q1's 7.4%, operating margin trajectory, active-customer count, and the FY26 EPS guide vs $2.76 consensus — a beat with a raise extends the trend; any GM compression or a soft Q3 guide tests the 200-day near $85.

On the calendar: 2026-08-04 — Q2 earnings

price missing

Read the AI verdict + X sentiment for $W

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What it does

Plain-English summary of the business — what they sell and how they make money.

Online home furnishings and decor marketplace with over 30 million products across Wayfair and sister brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $W.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

Top industry ETF

$XRTSPDR S&P Retail ETF
+1.5%YTD
+12.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-40.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.26$0.260.0%
Q4 2025Feb 19, 2026$0.85$0.64+32.8%
Q3 2025Oct 28, 2025$0.70$0.46+52.2%
Q2 2025Aug 4, 2025$0.87$0.36+141.7%
Next earningsTue, Aug 4·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.9B+7.4%30.0%0.4%$-0.80$-77.0M
Q4 FY25$3.3B+6.9%30.3%2.1%$-0.89$145.0M
Q3 FY25$3.1B+8.1%30.0%1.2%$-0.76$128.0M
Q2 FY25$3.3B+5.0%30.1%0.5%$0.12$260.0M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.2B$13.1B – $13.3B$2.76$2.41 – $3.1123
FY27$13.9B$13.6B – $14.4B$3.67$3.10 – $4.2823
FY28$14.8B$14.2B – $15.7B$4.59$1.28 – $7.7116
FY29$15.6B$15.3B – $16.1B$5.74$5.59 – $5.9515
FY30$16.5B$16.1B – $16.9B$6.73$6.55 – $6.9815

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 102.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Jon BlotnerPres., Commercial & Operations5.9K sh$571KSellApr 24Steven ConineDirector7.1K sh$561KSellApr 24Niraj ShahCEO6.1K sh$482KSellApr 23Steven ConineDirector112.9K sh$8.7MSellApr 23Niraj ShahCEO113.9K sh$8.8M
+ 14 other (4 exempts · 4 inkinds · 3 awards · 2 conversions · 1 will) in window

See when $W insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 138-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 68-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 68-K — Item 7.01: Press release / Reg FD
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wayfair (W) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·1d agoA Look at Wayfair Inc (W) After 12.3% Gain -- GF Value $53.86 vs Price $94.53gurufocus.com·2d agoWayfair Inc (W) Shares Fall 3.4% -- What GF Score of 59 Tells Investorsgurufocus.com·8d ago5 High-Efficient Stocks Backed by Strong Financial Metricszacks.com·10d agoEtsy vs. Wayfair: Which Consumer Stock Is a Better Buy in 2026?fool.com·12d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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