W
Wayfair Inc.
Overview
Wayfair operates an e-commerce platform offering over 40 million furniture, décor, housewares and home improvement products from approximately 20,000 suppliers to consumers and businesses.
Wayfair Inc is a Consumer Cyclical company operating in Internet Retail with a $11.68B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 2, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3014 Q&A exchanges
- Q4 FY2025Earnings2026-02-1915 Q&A exchanges
- Q3 FY2025Earnings2025-10-2812 Q&A exchanges
- Q2 FY2025Earnings2025-08-0413 Q&A exchanges
- Q1 FY2025Earnings2025-05-0123 Q&A exchanges
- Q4 FY2024Earnings2025-02-2015 Q&A exchanges
- Q3 FY2024Earnings2024-11-0123 Q&A exchanges
- Q2 FY2024Earnings2024-08-0116 Q&A exchanges
- Q1 FY2024Earnings2024-05-0221 Q&A exchanges
- Q4 FY2023Earnings2024-02-2221 Q&A exchanges
- Q3 FY2023Earnings2023-11-0115 Q&A exchanges
- Q2 FY2023Earnings2023-08-0324 Q&A exchanges
- Q1 FY2023Earnings2023-05-0414 Q&A exchanges
- Q4 FY2022Earnings2023-02-2314 Q&A exchanges
- Q3 FY2022Earnings2022-11-0311 Q&A exchanges
- Q2 FY2022Earnings2022-08-0413 Q&A exchanges
- Q1 FY2022Earnings2022-05-0511 Q&A exchanges
- Q4 FY2021Earnings2022-02-247 Q&A exchanges
- Q3 FY2021Earnings2021-11-0414 Q&A exchanges
- Q2 FY2021Earnings2021-08-0515 Q&A exchanges
- Q1 FY2021Earnings2021-05-0614 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-02EPS— vs $0.89—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-02 | — | $0.89 | — | — | — | — | EODHD |
Source: EODHD. W reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks W's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 60% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.58 | $1.86 | +38.7% | -4.1% | -4.0% |
| Q4 FY2026 | $2.83 | $1.95 | +44.9% | +1.7% | +0.5% |
| Q3 FY2026 | $2.68 | $1.82 | +47.0% | -1.0% | +0.6% |
| Q2 FY2026 | $2.68 | $1.83 | +46.7% | -0.8% | -2.8% |
| Q1 FY2025 | $2.34 | $1.77 | +32.0% | -4.5% | -6.1% |
| Q4 FY2025 | $2.47 | $1.84 | +34.2% | -1.0% | -3.8% |
| Q3 FY2025 | $2.78 | $1.98 | +40.6% | +5.2% | +7.6% |
| Q2 FY2025 | $2.96 | $2.06 | +43.9% | +2.8% | +1.5% |
| Q1 FY2024 | $2.47 | $1.84 | +34.1% | +3.8% | +1.7% |
| Q4 FY2024 | $2.84 | $2.14 | +32.6% | -3.3% | -2.3% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Niraj ShahCEO6 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Kate GulliverCFO6 mo16 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
- Fiona TanChief Technology Officer6 mo2 callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
- Steven ConineCo-Founder6 mo6 callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
- Jon BlotnerPres., Commercial & Operations6 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • guidance suspended Q2 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for W.
$ curl https://api.spokenalpha.com/v1/companies/WFAQ
Frequently asked about W
Where can I find Wayfair Inc.'s (W) earnings call transcripts?
Spoken Alpha indexes W's earnings call transcripts at https://spokenalpha.com/companies/W. Each call links to attributed speakers and parsed analyst Q&A. Wayfair Inc.'s own investor relations page is at https://investor.wayfair.com/overview/default.aspx.
When was Wayfair Inc.'s most recent earnings call?
Wayfair Inc. (W) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is W in?
Wayfair Inc. (W) operates in the Consumer Cyclical sector (Internet Retail industry).