FilingsTodayWayfair
At a glance
Wayfair reported 2025 revenue of $12.46B, up 5.1% from $11.85B in 2024. Over 4 years since 2021 ($13.71B), that is a decline of about 2.4% a year. Operating margin was 0.1%, up from -0.7% in 2021. Revenue peaked in 2021 at $13.71B. The company posted a loss in 2021, 2022, 2023 and 2024.
In the last 12 months 5 insiders reported 0 open-market purchases and 30 sales ($140M). All of the sales were made under pre-arranged 10b5-1 trading plans. The largest was a sale of $16.3M by Chief Executive Officer Niraj Shah on Jan 27, 2026.
Wayfair filed 13 current reports (Form 8-K) in the last 12 months, most often for regulation fd disclosure (7), results of operations (3), officer or director change (2) and material agreement (2). The latest officer or director change was reported on May 22, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.
1 of the 20 investors tracked here held Wayfair at the last quarter end, worth $417.2M combined. It is the largest weight for Renaissance Technologies (0.6% of its portfolio). Reduced: Renaissance Technologies.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | -$131M | -$1.33B | -$738M | -$492M | -$313M |
| Diluted EPS | $-1.26 | $-12.54 | $-6.47 | $-4.01 | $-2.44 |
Fiscal year ends Dec 31
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined