FN2 Earnings Intelligence

Wayfair Inc. earnings overview

Latest Wayfair Inc. (W) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportWayfair Inc. reports Thursday, Feb 18, 2027 · Before market openConsensus EPS $0.97 · consensus revenue $3.61B
W FY2026 Q3 · Calendar Q4 2026

Wayfair Inc.

The supplied Q3 analysis supports a case that Wayfair is gaining U.S. share while loyalty, creator content and lower advertising intensity improve contribution economics. Whether those gains can persist as holiday advertising and store investment rise—and while international profitability lags—is the central question.

EPS surprise—
Market move+11.0%

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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.