Welcome to our dedicated page for Wayfair SEC filings (Ticker: W), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Wayfair Inc. (NYSE: W) SEC filings, offering insight into how the company in the electronic shopping and mail-order houses industry reports its financial condition, capital structure, and governance. Wayfair’s filings cover its activities as the destination for all things home, with disclosures that complement its public news releases.
Investors can review current reports on Form 8-K detailing material events such as the issuance of 6.75% senior secured notes due 2032 by its subsidiary Wayfair LLC, repurchases of portions of its 3.25% convertible senior notes due 2027 and 3.50% convertible senior notes due 2028, and related liability management strategies aimed at reducing upcoming maturities and managing potential dilution. Other 8-K filings furnish quarterly earnings press releases, giving additional context on net revenue, profitability metrics, liquidity, and key operating indicators like active customers and orders delivered.
Filings also address governance and compensation matters, including detailed descriptions of a performance stock unit award granted to the CEO under the 2023 Incentive Award Plan, with service-based and stock price-based vesting conditions over a ten-year period. Additional 8-Ks discuss board changes, such as the election of independent directors and the terms of their equity compensation and indemnification agreements.
Through Stock Titan, these SEC documents are paired with AI-powered summaries that help explain complex sections, highlight key terms in debt indentures, and surface notable changes in capital structure or executive incentives. Users can quickly locate quarterly and annual reports when available, as well as 8-Ks related to financing transactions, earnings, and governance. Real-time updates from EDGAR ensure that new filings for W are added promptly, while AI-generated highlights make it easier to interpret how each filing may relate to Wayfair’s broader business and financial profile.
Wayfair Inc. co-founder and director Steven Conine sold 26,950 shares of Class A Common Stock on February 26, 2026 in open-market transactions under a pre-set Rule 10b5-1 trading plan. The sales were executed in multiple trades at weighted-average prices of $77.48, $78.53, $79.34 and $80.32 per share, with detailed price ranges noted in the filing.
After these direct sales, Conine directly owned 169,073 Wayfair Class A shares. He also indirectly owned 22,857 shares through SK Ventures LLC, an entity of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open‑market sales of a total of 27,000 shares of Wayfair Class A common stock on February 26, 2026. The transactions, all coded as sales, were executed at weighted average prices of $77.23, $78.56, $79.36, and $80.32, with underlying trades occurring in narrow price ranges around each average.
These sales were carried out under a Rule 10b5‑1 trading plan adopted by Shah on May 29, 2025, indicating they were pre‑scheduled rather than discretionary. After the reported sales, Shah directly owned 169,137 shares of Wayfair Class A common stock and indirectly held 22,857 shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
W reported proposed Rule 144 sales of Class A common stock by insiders and related holders. The filing lists multiple transactions by Steven K. Conine and the Conine Family Foundation, including sales such as Steven K. Conine: 120,000 shares on 02/23/2026 (93,050 shares listed on 02/23/2026) and Conine Family Foundation: 5,000 shares on 12/10/2025. Shares outstanding were 108,769,567 as of 02/26/2026.
Wayfair Inc. director and co-founder Steven Conine reported open-market sales of Class A common stock under a pre-set Rule 10b5-1 trading plan. On February 23, 2026, he sold a total of 93,050 shares in multiple transactions at reported weighted-average prices ranging from about $73 to $81 per share. Following these sales, he directly holds 196,023 Wayfair Class A shares and indirectly holds 22,857 additional shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open-market sales of a total of 93,000 shares of Class A Common Stock on February 23, 2026. The trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025.
The shares were sold in multiple transactions at weighted average prices, with individual trade prices ranging from $73.18 to $81.15 per share. After these sales, Shah directly owned 196,137 Wayfair Class A shares and also had indirect beneficial ownership of 22,857 shares held by SK Ventures LLC, where he is a member.
Wayfair Inc. Chief Technology Officer Fiona Tan reported two bona fide gift transfers of 11,370 shares each of Class A common stock on February 23, 2026. One transaction reduced her direct holdings to zero, while another involved indirectly held shares.
The indirectly held shares are associated with a revocable trust, for which she is trustee and whose beneficiaries are members of her immediate family. Following these reported gifts, 211,698 shares of Class A common stock remained held indirectly through the revocable trust.
W reported proposed affiliate sales of Class A shares by insiders and a charitable foundation, listing multiple transactions between
The filing lists specific sales by Niraj S. Shah and the Shah Charitable Foundation, including transactions of 150,000 shares by Niraj S. Shah on
W reported proposed sales of Class A shares under Form 144 by affiliated holders. The excerpt lists multiple proposed dispositions by Steven K. Conine and the Conine Family Foundation, with examples including 150,000 shares on
Wayfair Inc. is a leading online destination for home goods, selling more than 40 million furniture, décor, housewares and home improvement products from about 20 thousand suppliers through brands such as Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional.
The company complements e‑commerce with 12 physical retail stores in four U.S. states and a proprietary logistics network, including CastleGate warehouses, the Wayfair Delivery Network and CastleGate Forwarding, to speed deliveries and handle bulky items. Its U.S. segment generated 88% of net revenue for the year ended December 31, 2025, with international operations in Canada, the U.K. and Ireland.
Wayfair’s growth strategy focuses on increasing repeat purchases and net revenue per active customer, expanding physical retail, investing in technology and AI tools like its Muse shopping assistant, and growing international markets. The filing highlights extensive risks, including macroeconomic pressure on discretionary spending, tariffs (notably on China‑sourced goods), execution challenges from restructurings and workforce reductions, cybersecurity threats, AI governance, competition from large retailers and marketplaces, indebtedness, evolving e‑commerce regulation and data‑privacy rules, and stock price volatility tied to its dual‑class share structure.
Wayfair Inc. reported improving results for the fourth quarter and full year 2025, with solid revenue growth and stronger profitability measures despite remaining net losses. Fourth-quarter net revenue was $3.3 billion, up 6.9% year over year, and full-year net revenue reached $12.5 billion, up 5.1%.
Wayfair’s gross profit was $1.0 billion in Q4 and $3.8 billion for 2025, maintaining gross margin around 30%. Net loss narrowed to $116 million in Q4 and $313 million for the year, while Non-GAAP Adjusted EBITDA rose to $224 million in Q4 and $743 million for 2025.
The company generated $534 million in net cash from operating activities and $329 million in Non-GAAP Free Cash Flow in 2025, ending the year with $1.5 billion in cash, cash equivalents and short-term investments and total liquidity of $1.9 billion. Active customers were 21.3 million, slightly lower year over year, but last-twelve-month net revenue per active customer increased 5.6% to $586.