Welcome to our dedicated page for Wayfair news (Ticker: W), a resource for investors and traders seeking the latest updates and insights on Wayfair stock.
Wayfair Inc. reports recurring developments around its home-focused retail platform, including quarterly results, active-customer trends, order activity, mobile commerce, U.S. and international revenue, and profitability measures. The company sells furniture, home décor, outdoor living, housewares, appliances, and home improvement products through Wayfair and related brands such as Perigold, Joss & Main, AllModern, Birch Lane, and Perigold.
Company news also covers Way Day promotions, physical retail expansion, brand partnerships, logistics-enabled delivery offerings, and checkout financing options. Updates from Perigold and other banners reflect Wayfair's use of specialized brands to address distinct home categories and customer segments.
Affirm (NASDAQ: AFRM) and Wayfair (NYSE: W) announced an expansion of their payments partnership to the UK and Canada on February 5, 2026. Approved shoppers in both countries can now split purchases at Wayfair with Affirm, receiving real-time approvals and choice of payment plans with no late or hidden fees.
The move follows the companies' recent US checkout expansion and aims to offer the same transparent BNPL experience to more international customers.
Perigold (NYSE: W) announced a major brand collaboration with style authority Olivia Palermo to showcase a fully curated luxury home shopping experience. Palermo designed her new apartment entirely through Perigold's e-commerce platform with Perigold Design Services, reflecting a European-inspired, timeless aesthetic.
The collaboration will launch curated content across social platforms beginning February 2, 2026, and the collection will be shoppable on Perigold.com, aiming to connect fashion-oriented audiences with Perigold's catalog of more than 460,000 products from over 1,000 design brands.
Wayfair (NYSE:W) will release financial results for the fourth quarter ending Dec. 31, 2025 before market open on Feb. 19, 2026. The company will host a conference call at 8:00 a.m. ET on Feb. 19, 2026 to review results.
Investors can register for the live webcast and dial-in in advance, and an archived webcast will be available shortly after the call at https://investor.wayfair.com.
Wayfair (NYSE: W) announced a partnership with Google to co-develop the Universal Commerce Protocol (UCP), an open standard to enable seamless, secure interactions between AI agents and retailer platforms. Wayfair said UCP will let agents bridge discovery and checkout while keeping Wayfair as the merchant of record to preserve pricing, fulfillment, and customer support. UCP is slated to power a new checkout experience on eligible Google product listings in AI Mode in Search and the Gemini app, allowing shoppers to complete Wayfair purchases without leaving Google. Wayfair highlighted ongoing investments in AI discovery tools including Muse and the Discover tab in its app.
Wayfair (NYSE: W) announced its Black Friday and holiday savings event starting November 20, 2025 with discounts up to 80% and daily 24-hour deals through December 1, 2025. Doorbusters begin 12:00 a.m. ET on November 28 with limited-quantity offers (example prices: Sealy mattress $359.99; Phillips espresso machine $319.99; Spode dinnerware $99.99; Henckels knife set $119.99).
Highlights include sofas under $299, area rugs under $49, beds under $139, free shipping on most items during Nov 20–Dec 1, and Wayfair Rewards members earning 5% back. Wayfair Rewards membership is 50% off ($14.50) from Nov 27–Dec 7. Offers apply across Wayfair and brands AllModern, Joss & Main, and Birch Lane; some large or nonstandard items and certain locations may incur additional shipping charges.
Wayfair (NYSE: W) appointed Hal Lawton, president and CEO of Tractor Supply Company, to its board of directors effective November 6, 2025. Lawton has served as Tractor Supply CEO since 2020 and the company recorded record performance under his leadership. Wayfair's leadership said his retail experience and background at Macy's, eBay and Home Depot will support the company's efforts to scale and strengthen its business. Lawton holds dual bachelor's degrees from North Carolina State University and an MBA from the University of Virginia Darden School of Business.
Wayfair (NYSE: W) will open a new namesake retail store in Columbus, Ohio in late 2026. The location is a 70,000 square foot prototype that is about half the size of previously announced Wayfair stores and is intended to test a smaller-format model. The store will offer Wayfair's assortment across furniture, housewares, appliances, mattresses and décor, plus curated Wayfair Verified products and complimentary design services. Many items will be available for immediate take-home while larger pieces such as sofas and dining sets will be delivered via Wayfair's logistics network. The store will be located at 1552 Gemini Place, adjacent to Polaris Fashion Mall.
Wayfair (NYSE: W) priced a private offering of $700 million aggregate principal of 6.75% senior secured notes due November 15, 2032 issued by Wayfair LLC, with expected close on November 7, 2025 subject to customary conditions.
Proceeds are intended to purchase a portion of outstanding 3.250% convertible notes due 2027 and 3.500% convertible notes due 2028 and for general corporate purposes. The Notes are fully guaranteed and secured by first-priority liens on the same assets that secure the issuer's revolving credit facility and existing secured notes. The offering is Rule 144A/Reg S limited.
Wayfair (NYSE: W) announced that subsidiary Wayfair LLC intends to offer $700 million aggregate principal amount of senior secured notes due 2032 in a private offering on November 4, 2025. The company intends to use net proceeds to purchase some of its outstanding 3.250% convertible notes due 2027 and 3.500% convertible notes due 2028 and for general corporate purposes, which may include repayment of other indebtedness. The Notes will be fully guaranteed and secured by first‑priority liens on the same assets that secure the issuer's revolving credit facility and existing senior secured notes. The Notes are being offered only to qualified institutional buyers under Rule 144A and to non‑U.S. persons under Regulation S; they will not be registered under the Securities Act.
Wayfair (NYSE: W) reported Q3 2025 results for the quarter ended September 30, 2025. Total net revenue was $3.1 billion, up 8.1% year‑over‑year (9.0% ex‑Germany). U.S. revenue was $2.7 billion and international revenue was $389 million. Gross profit was $934 million (30.0% margin). Wayfair reported a net loss of $99 million and Adjusted EBITDA of $208 million (Adjusted EBITDA margin 6.7%), with Adjusted EBITDA up over 70% year‑over‑year. Orders delivered were 9.8 million (+5.4% YoY); active customers totaled 21.2 million (down 2.3% YoY). Non‑GAAP adjusted diluted EPS was $0.70. Cash and short‑term investments totaled $1.2 billion and total liquidity was $1.7 billion.