Wayfair Executive Offloads Shares Valued at $15,637,730, Recent SEC Filing Reveals
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 18 2025
0mins
Should l Buy W?
Source: Yahoo Finance
Sale of Shares: Steven Conine, a co-founder and director of Wayfair, sold 199,473 shares of the company on August 13, 2025.
Ownership Stake: Conine holds a 10% ownership stake in Wayfair, indicating significant involvement in the company's operations.
Market Impact: Such large transactions by key stakeholders can influence market perceptions and stock prices.
Access to Portfolio: The article mentions that users need to sign in to access their portfolio details related to this transaction.
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Analyst Views on W
Wall Street analysts forecast W stock price to rise
26 Analyst Rating
18 Buy
8 Hold
0 Sell
Moderate Buy
Current: 91.480
Low
75.00
Averages
118.16
High
150.00
Current: 91.480
Low
75.00
Averages
118.16
High
150.00
About W
Wayfair Inc., through its e-commerce platform, offers a selection of furniture, decor, housewares and home improvement products. The Company’s customers span a range of demographics, with annual household incomes ranging from $25,000 to over $250,000, and also include business professionals, from small startups to global enterprises. Its family of brands includes Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional. It also features certain products under its house brands, such as Three Posts and Mercury Row. The Company operates through two segments: U.S. and International. The U.S. segment primarily consists of amounts earned through product sales through Wayfair's family of sites in the U.S. The International segment primarily consists of amounts earned through product sales through the Company’s international sites. It operates as Wayfair.ca in Canada, Wayfair.co.uk in the United Kingdom and Wayfair.ie in Ireland.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Sales Growth: Quarterly sales reached $3.337 billion, up 6.9% year-over-year, exceeding the Street's expectation of $3.301 billion, demonstrating the company's ability to maintain growth in a competitive landscape.
- Active Customer Decline: As of December 31, 2025, active customers totaled 21.3 million, a slight decrease of 0.5% year-over-year, reflecting challenges in customer acquisition, although repeat customers accounted for 79.1% of total orders.
- Optimistic Outlook: Wayfair anticipates mid-single-digit year-over-year revenue growth for Q1 2026, with gross margins projected between 30% and 31%, indicating confidence in future market performance.
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- Market Reaction: The decline in stock price indicates a negative market reaction to the company's financial performance.
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- Financial Highlights: Wayfair's Q4 total revenue rose 6.9% to $3.3 billion, with adjusted EPS of $0.85 exceeding market expectations by $0.16, indicating improvements in profitability.
- Loss Situation: Despite positive adjusted results, the company reported an unadjusted loss of $0.89 per share, significantly worse than the expected loss of $0.01, primarily due to equity compensation and a $165 million loss from debt repurchase impacting overall profitability.
- Customer Metrics: The number of active customers slightly declined by 0.5% to 21.3 million, yet LTM net revenue per active customer increased by 5.6%, with orders per customer rising from 1.85 to 1.88 and average order value up by 3.7%, reflecting stable consumer spending.
- Annual Performance: For the year, the company reported an unadjusted loss of $2.44 per share but an adjusted profit of $2.60 per share, indicating significant improvement in adjusted profitability, although overall financial performance remains under pressure.
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Wayfair Exceeds Q4 Earnings Expectations with Strong Revenue Growth
- Earnings Beat: Wayfair reported adjusted earnings per share of $0.85 for Q4, surpassing the analyst consensus of $0.66, indicating improved profitability despite a challenging market environment.
- Significant Sales Growth: Quarterly sales reached $3.337 billion, up 6.9% year-over-year, exceeding the Street's expectation of $3.301 billion, demonstrating the company's ability to maintain growth in a competitive landscape.
- Active Customer Decline: As of December 31, 2025, active customers totaled 21.3 million, a slight decrease of 0.5% year-over-year, reflecting challenges in customer acquisition, although repeat customers accounted for 79.1% of total orders.
- Optimistic Outlook: Wayfair anticipates mid-single-digit year-over-year revenue growth for Q1 2026, with gross margins projected between 30% and 31%, indicating confidence in future market performance.
See More
Significant Stock Movements Among Multiple Companies
- Klarna Guidance Miss: Klarna's shares plummeted about 25% as its first-quarter operating income guidance of $5 million to $35 million fell significantly short of Wall Street's expectation of $61.9 million, indicating potential challenges in future financing capabilities.
- Blue Owl Loan Sale: Blue Owl Capital's stock dropped nearly 10% after announcing the sale of $1.4 billion in loans at 99.7% of par value, with proceeds aimed at debt repayment and capital return, highlighting liquidity pressures and a halt on redemptions for retail investors.
- Omnicom Buyback Plan: Omnicom's shares surged 13% after reporting fourth-quarter revenue of $5.5 billion, a nearly 28% year-over-year increase, alongside a $5 billion share buyback authorization, reflecting strong financial performance and confidence in future growth.
- Deere Earnings Beat: Deere's stock rose 13% as it reported first-quarter earnings of $2.42 per share on $8 billion in revenue, both exceeding analyst expectations, indicating robust demand for agricultural equipment and potential market share growth ahead.
See More
Wayfair W Q4 2025 Earnings Call Transcript
See More
Walmart's Disappointing Earnings Outlook Raises Concerns
- Walmart's Earnings Outlook: Walmart's full-year earnings guidance of $2.75 to $2.95 falls short of the $2.96 consensus, indicating challenges in resetting market expectations despite food inflation at just 1%, while authorizing a $30 billion stock buyback program to support its stock price.
- Boeing Order Growth: Boeing secured nearly 100 jet orders from three Vietnamese airlines, indicating a recovery in its backlog, and as CEO Kelly Ortberg's turnaround progresses, a breakout moment for earnings is anticipated, prompting investors to position themselves ahead of this potential growth.
- Deere's Profit Forecast Upgrade: Deere raised its 2026 profit forecast to between $4.5 billion and $5 billion, surpassing the FactSet consensus of $4.38 billion, reflecting a recovery in its construction and small agriculture segments, which led to a 6% increase in its stock price.
- eBay's Strong Performance: eBay reported a blowout quarter with a strong first-quarter outlook, resulting in a 6% stock increase, and announced the acquisition of secondhand fashion app Depop for $1.2 billion, showcasing the company's resurgence in the marketplace.
See More
WAYFAIR STOCK DROPS 12.7% FOLLOWING Q4 RESULTS
- Stock Performance: WAYFAIR shares fell by 12.7% following the release of Q4 results.
- Market Reaction: The decline in stock price indicates a negative market reaction to the company's financial performance.
See More
Wayfair Reports Q4 Loss Despite Revenue Growth and Adjusted Profitability
- Financial Highlights: Wayfair's Q4 total revenue rose 6.9% to $3.3 billion, with adjusted EPS of $0.85 exceeding market expectations by $0.16, indicating improvements in profitability.
- Loss Situation: Despite positive adjusted results, the company reported an unadjusted loss of $0.89 per share, significantly worse than the expected loss of $0.01, primarily due to equity compensation and a $165 million loss from debt repurchase impacting overall profitability.
- Customer Metrics: The number of active customers slightly declined by 0.5% to 21.3 million, yet LTM net revenue per active customer increased by 5.6%, with orders per customer rising from 1.85 to 1.88 and average order value up by 3.7%, reflecting stable consumer spending.
- Annual Performance: For the year, the company reported an unadjusted loss of $2.44 per share but an adjusted profit of $2.60 per share, indicating significant improvement in adjusted profitability, although overall financial performance remains under pressure.
See More
