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Wayfair Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.260 |
| EPS actual | $0.260 |
| Revenue estimate | 2.888B |
| Revenue actual | 2.931B |
| Revenue Surprise | 1.48% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.640 |
| EPS actual | $0.85 |
| EPS Surprise | 32.81% |
| Revenue estimate | 3.302B |
| Revenue actual | 3.337B |
| Revenue Surprise | 1.07% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.460 |
| EPS actual | $0.700 |
| EPS Surprise | 52.17% |
| Revenue estimate | 3.295B |
| Revenue actual | 3.117B |
| Revenue Surprise | -5.40% |
| Release date | Aug 04, 2025 |
| EPS estimate | $0.360 |
| EPS actual | $0.87 |
| EPS Surprise | 141.67% |
| Revenue estimate | 2.974B |
| Revenue actual | 3.273B |
| Revenue Surprise | 10.07% |
Last 4 Quarters for Wayfair
Below you can see how W performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $73.48 |
| EPS estimate | $0.360 |
| EPS actual | $0.87 |
| EPS surprise | 141.67% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $66.69 |
| Jul 30, 2025 | $65.62 |
| Jul 31, 2025 | $65.64 |
| Aug 01, 2025 | $65.22 |
| Aug 04, 2025 | $73.48 |
| Aug 05, 2025 | $73.68 |
| Aug 06, 2025 | $76.68 |
| Aug 07, 2025 | $73.28 |
| Aug 08, 2025 | $72.37 |
| 4 days before | 10.18% |
| 4 days after | -1.51% |
| On release day | 0.272% |
| Change in period | 8.52% |
| Release date | Oct 28, 2025 |
| Price on release | $106.52 |
| EPS estimate | $0.460 |
| EPS actual | $0.700 |
| EPS surprise | 52.17% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $81.53 |
| Oct 23, 2025 | $83.12 |
| Oct 24, 2025 | $83.09 |
| Oct 27, 2025 | $86.45 |
| Oct 28, 2025 | $106.52 |
| Oct 29, 2025 | $103.62 |
| Oct 30, 2025 | $102.40 |
| Oct 31, 2025 | $103.51 |
| Nov 03, 2025 | $103.30 |
| 4 days before | 30.65% |
| 4 days after | -3.02% |
| On release day | -2.72% |
| Change in period | 26.70% |
| Release date | Feb 19, 2026 |
| Price on release | $79.57 |
| EPS estimate | $0.640 |
| EPS actual | $0.85 |
| EPS surprise | 32.81% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $82.52 |
| Feb 13, 2026 | $82.39 |
| Feb 17, 2026 | $85.23 |
| Feb 18, 2026 | $91.48 |
| Feb 19, 2026 | $79.57 |
| Feb 20, 2026 | $81.43 |
| Feb 23, 2026 | $73.47 |
| Feb 24, 2026 | $73.91 |
| Feb 25, 2026 | $75.75 |
| 4 days before | -3.57% |
| 4 days after | -4.80% |
| On release day | 2.34% |
| Change in period | -8.20% |
| Release date | Apr 30, 2026 |
| Price on release | $63.93 |
| EPS estimate | $0.260 |
| EPS actual | $0.260 |
| Date | Price |
|---|---|
| Apr 24, 2026 | $78.78 |
| Apr 27, 2026 | $75.77 |
| Apr 28, 2026 | $73.59 |
| Apr 29, 2026 | $73.29 |
| Apr 30, 2026 | $63.93 |
| May 01, 2026 | $65.48 |
| May 04, 2026 | $64.85 |
| May 05, 2026 | $63.20 |
| May 06, 2026 | $66.00 |
| 4 days before | -18.85% |
| 4 days after | 3.24% |
| On release day | 2.42% |
| Change in period | -16.22% |
Wayfair Earnings Call Transcript Summary of Q1 2026
Wayfair reported a solid start to 2026 with Q1 net revenue up ~7% driven by +3% order growth and +4% AOV expansion. Management highlighted continued share gains versus a contracting home furnishings category (estimated down ~25–30% vs 2021 peak) and strong customer engagement from initiatives like Way Day, stores, Wayfair Rewards and Verified. Adjusted EBITDA was $151M (5.2% margin), the best Q1 EBITDA margin in five years, and gross margin was 30.1%. The company reduced potential dilution by repurchasing over $300M principal of convertibles (equivalent to >4M shares) and finished Q1 with $1.1B cash ($1.5B liquidity). Guidance for Q2: mid-single-digit revenue growth, gross margin 29.5%–30.5%, contribution margin ~15%, and adjusted EBITDA margin of 6%–7%. Management emphasized a multi-year playbook to expand market share and drive EBITDA dollars faster than revenue through loyalty, stores, product/tech investments (including AI), global logistics leverage, and continued capital deployment to manage maturities and dilution.
