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Wayfair Inc (W)



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Upturn Advisory Summary
07/09/2025: W (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $45.83
1 Year Target Price $45.83
12 | Strong Buy |
5 | Buy |
17 | Hold |
0 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 15.09% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.07B USD | Price to earnings Ratio - | 1Y Target Price 45.83 |
Price to earnings Ratio - | 1Y Target Price 45.83 | ||
Volume (30-day avg) 35 | Beta 2.94 | 52 Weeks Range 20.41 - 58.42 | Updated Date 07/9/2025 |
52 Weeks Range 20.41 - 58.42 | Updated Date 07/9/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.84 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.01% | Operating Margin (TTM) -1.69% |
Management Effectiveness
Return on Assets (TTM) -4.45% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE 151.52 | Enterprise Value 9614899407 | Price to Sales(TTM) 0.6 |
Enterprise Value 9614899407 | Price to Sales(TTM) 0.6 | ||
Enterprise Value to Revenue 0.81 | Enterprise Value to EBITDA 152.62 | Shares Outstanding 103657000 | Shares Floating 98061251 |
Shares Outstanding 103657000 | Shares Floating 98061251 | ||
Percent Insiders 4.49 | Percent Institutions 114.89 |
Upturn AI SWOT
Wayfair Inc

Company Overview
History and Background
Wayfair Inc. was founded in 2002 by Niraj Shah and Steve Conine as CSN Stores. It initially sold media stands and storage furniture. Over time, it expanded its offerings and rebranded as Wayfair in 2011, focusing on creating a comprehensive online destination for home goods.
Core Business Areas
- US Segment: Primarily focuses on sales and operations within the United States, offering a broad selection of furniture, decor, and home goods.
- International Segment: Concentrates on sales and operations in international markets, including Canada, the United Kingdom, and Germany.
Leadership and Structure
Niraj Shah is the CEO. The company has a typical corporate structure with departments for technology, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Furniture: Furniture, including sofas, beds, dining sets, and outdoor furniture, is a core product category. Wayfair holds a significant portion of the online furniture market. Competitors include Amazon, Overstock, and traditional furniture retailers. Estimated revenue generated from this product $11 Billion (estimated).
- Decor & Pillows: This includes items such as rugs, lighting, wall art, and decorative accessories. This is an important part of Wayfair's business and an area they can control the product and keep a competitive market share. Competitors include Target and Macy's.
- Home Improvement: This includes renovation supplies, appliances, and fixtures. Competitors include Home Depot and Lowe's.
Market Dynamics
Industry Overview
The home goods market is highly competitive and growing, driven by factors such as increased online shopping, homeownership rates, and interior design trends.
Positioning
Wayfair positions itself as a leading online retailer specializing in home goods, offering a vast selection, competitive pricing, and convenient delivery. Its competitive advantages include its large product catalog and proprietary logistics network.
Total Addressable Market (TAM)
The global home decor market is projected to reach approximately $838.6 billion by 2027. Wayfair is positioned to capture a significant share of this TAM through its online platform and broad product offerings.
Upturn SWOT Analysis
Strengths
- Extensive product selection
- Strong brand recognition
- Proprietary logistics network
- Data-driven decision making
Weaknesses
- Profitability challenges
- High shipping costs
- Customer service issues
- Dependence on suppliers
Opportunities
- Expansion into new markets
- Development of private-label brands
- Increased focus on mobile commerce
- Leveraging augmented reality (AR) for product visualization
Threats
- Increased competition from Amazon and other online retailers
- Supply chain disruptions
- Economic downturn
- Changes in consumer preferences
Competitors and Market Share
Key Competitors
- AMZN
- HD
- TGT
Competitive Landscape
Wayfair's advantages lie in its specialized focus on home goods and broad selection. Disadvantages include lower profitability compared to some competitors and reliance on third-party suppliers.
Major Acquisitions
Birch Lane
- Year: 2014
- Acquisition Price (USD millions): 28.4
- Strategic Rationale: Expansion of product offerings in the home decor and furniture space.
Growth Trajectory and Initiatives
Historical Growth: Wayfair experienced rapid revenue growth in its early years, followed by more moderate growth in recent years.
Future Projections: Analyst projections vary, but generally expect continued revenue growth, with a focus on achieving profitability. Revenue growth rates are forecasted in single to double digit percentages, depending on the analyst and market conditions.
Recent Initiatives: Recent initiatives include focusing on cost reduction, improving customer experience, and expanding its private-label offerings.
Summary
Wayfair is a leading online home goods retailer with a strong brand and extensive product selection. Profitability remains a key challenge, and the company faces intense competition. Recent initiatives focus on cost reduction and improving the customer experience, however, it must watch out for a change in consumer spending, as the overall market share for online decor sales remains low and customers often seek out in-person furniture shopping.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Market research reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Wayfair Inc
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2014-10-02 | Co-Founder, Co-Chairman & CEO Mr. Niraj S. Shah | ||
Sector Consumer Cyclical | Industry Internet Retail | Full time employees 12100 | Website https://www.wayfair.com |
Full time employees 12100 | Website https://www.wayfair.com |
Wayfair Inc. engages in the e-commerce business in the United States and internationally. It offers online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts.

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