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WW

Wayfair Inc.

$W·$14B·Specialty Retail·Consumer Cyclical
$98.68+1.3%YTD-6.9%1Y+9.4%
Price updated 22h ago·X counts updated 2d ago
WW
$WWayfair Inc.
$98.68+1.26%182 posts1.3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $W on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

182X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $W's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 74% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Chatter is on Wormhole rather than Wayfair, with traders calling the token oversold and coiled for a 3-to-5-cent bounce from $0.011 and citing a Chainlink US-government tie-up mention as a supporting catalyst.

Read what X is saying about $W

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $W — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-11

Catching its breath after a run — could pick back up or fade from here.

Furniture e-commerce leader still bleeding on the bottom line — with founders each cashing out $7M into the setup.

Wayfair is the largest US furniture and home-goods e-commerce platform — an asset-light marketplace that spent years building infrastructure and is still trying to prove operating profitability. The stock is up 12% over twelve months but down 6% year-to-date.

  • The revenue picture has stabilized: Q1 revenue growth of 7.4% year-over-year (positive after multi-quarter contraction), 30% gross margin, and 3.7% free-cash-flow yield. This isn't a growing business the way it was in 2021, but it's a business that's stopped shrinking and started slowly recovering.
  • The valuation reflects the ambiguity: -41x TTM PE (near-zero net income), 1x sales, negative book equity from aggressive buybacks. The 168% ROIC is an accounting artifact of near-zero invested capital; the real return economics still depend on operating margin turning consistently positive.
  • The insider signal is loud: co-founder Steve Conine sold $7.1M, CEO Niraj Shah sold $7.1M, and CFO Blotner sold $698K — all in the same filing window. That's the largest founder distribution in recent quarters, and it caps how much re-rating this stock can do without new demand absorbing the supply.

The bet is whether Oct 27 Q3 earnings confirms operating margin expansion above 3% plus revenue growth staying above 5%. A print with margin acceleration plus a stable-to-positive comp is what breaks this above $110; a soft print with the founder-selling narrative and $80 becomes next.

What to watch: Oct 27 Q3 earnings — specifically operating margin expansion above 3% and revenue growth above 5%. Margin acceleration plus stable-to-positive comp breaks this above $110; a soft print with the founder-selling narrative and $80 becomes next.

On the calendar: 2026-10-27 — Q3 earnings

beta missing

Read the AI verdict on $W

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Consumer discretionary spending is the underlying cycle — back-to-school traffic is the near-term seasonality anchor, and omnichannel retailers with AI-driven inventory personalization (AMZN, BABA) are widening their share gap versus pure physical players. Value and pet categories are outperforming as consumers trade down in higher-inflation sub-segments.

What this means for $W

Headwind — Wayfair's large-ticket home furnishing marketplace is directly exposed to the housing slowdown and high interest rate pressure on discretionary big-ticket purchases; the structural shift to omnichannel is working against it.

Top industry ETF

$XRTSPDR S&P Retail ETF
-0.1%YTD
-3.8%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
Q2 2026Aug 4, 2026$0.95$0.90+5.1%
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%
Next earningsTue, Oct 27·consensus EPS $0.82

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 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.4B$13.2B – $13.5B$2.84$2.64 – $3.1024
FY27$14.4B$14.0B – $14.9B$3.89$3.35 – $4.6225
FY28$15.5B$14.8B – $16.4B$5.08$1.99 – $8.1617
FY29$16.7B$16.3B – $17.1B$6.64$6.43 – $6.8613
FY30$17.7B$17.3B – $18.1B$7.60$7.36 – $7.858

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.0.6×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.67%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.+2.1%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.+11.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 104.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β3.005-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

SellSep 8Jon BlotnerPres., Commercial & Operations7.0K sh$698KSellAug 12Niraj ShahCEO69.0K sh$7.1MSellAug 12Steven ConineDirector69.0K sh$7.1MSellJul 2Jon BlotnerPres., Commercial & Operations5.9K sh$571KSellApr 24Steven ConineDirector7.1K sh$561KSellApr 24Niraj ShahCEO6.1K sh$482KSellApr 23Niraj ShahCEO113.1K sh$8.8MSellApr 23Steven ConineDirector112.9K sh$8.7M
+ 16 other (5 awards · 4 inkinds · 4 exempts · 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
+ 14 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

5 Top-Ranked Efficient Stocks With Strong Growth Potentialzacks.com·2d agoWayfair Inc. (W) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·2d agoBest Momentum Stock to Buy for September 8thzacks.com·4d agoWhy Is Wayfair (W) Down 12.1% Since Last Earnings Report?zacks.com·9d agoLooking for Earnings Beat? Buy These 5 Top-Ranked Stockszacks.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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