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.
Wayfair Inc.'s SEC filings document its home retail operating results, public-company governance, capital structure, and material events. Form 8-K reports furnish quarterly and annual financial results, including revenue by U.S. and international operations, active-customer metrics, order activity, profitability measures, liquidity, and cash flow information.
The filing record also covers Wayfair's Class A common stock, proxy matters, executive compensation, board governance, and shareholder voting items. Capital-structure disclosures include senior secured notes issued by Wayfair LLC, convertible senior notes, redemptions, repurchases, liability-management activity, related guarantees, and Regulation FD updates tied to financing and debt transactions.
Wayfair Inc. reported improved first quarter 2026 results, with net revenue of $2.93 billion, up 7.4% year over year, driven by U.S. revenue of $2.61 billion and international revenue of $319 million. Gross profit reached $880 million, a 30.0% gross margin.
The company still posted a net loss of $105 million (basic and diluted loss per share of $0.80), but Adjusted EBITDA rose to $151 million, a 5.2% margin versus 3.9% a year earlier. Free cash flow was negative at ($106) million, and net cash used in operating activities was $52 million.
Active customers grew to 21.4 million, up 1.4%, with last‑twelve‑months net revenue per active customer of $591, up 5.2%. Orders delivered increased 3.3% to 9.4 million, average order value rose to $312, and 64.7% of orders were placed via mobile devices. Cash and cash equivalents were $1.0 billion, and long‑term debt was $2.93 billion.
Wayfair Inc. director Steven Conine reported open-market sales of a total of 120,000 shares of Class A Common Stock on April 23–24, 2026, at weighted-average prices in the high-$70s per share. The sales were effected under a Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were pre-arranged. Following these transactions, Conine directly holds 429,073 shares and has an additional 22,857 shares held indirectly 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 120,000 shares of Class A Common Stock on April 23–24, 2026. The transactions were executed at prices generally in the high-$70 range per share and are described as open-market sales.
According to a footnote, these sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were scheduled in advance. After the reported sales, Shah held 429,137 shares directly. In addition, 22,857 shares are owned by SK Ventures LLC, of which Shah is a member and may be deemed a beneficial owner.
Wayfair Inc. executive Jon Blotner reported an update to a prior insider filing reflecting an inheritance-related transfer. On April 1, 2026, his spouse received 100 shares of Wayfair Class A Common Stock from an inherited IRA account at no stated price, making Blotner an indirect beneficial owner of these 100 shares held by his spouse.
Steven K. Conine and the Conine Family Foundation filed Form 144 to report proposed sales of Class A shares. The notice lists multiple transactions between 02/10/2026 and 04/23/2026, including sales of 112,861 shares on 04/23/2026 and other dated lots with accompanying dollar amounts.
W submitted a Form 144 reporting sales of Class A shares by Niraj S. Shah and Shah Charitable Foundation under Rule 144. The filing lists multiple sales dates and amounts, including Niraj S. Shah's sale of 113,863 shares for $8,823,241.15 on 04/23/2026 and 107,818 shares for $8,323,118.54 on 03/23/2026. The notice records earlier sales in February and March 2026 by both the individual and the foundation.
Wayfair insiders reported proposed sales of Class A shares by Steven K. Conine and the Conine Family Foundation. The excerpt lists multiple proposed sale transactions between 01/23/2026 and 04/14/2026, including an entry of 150,000 shares on 01/23/2026 for $16,330,387.86.
W reported proposed Class A share sales by affiliated holders via Form 144. Notices list multiple sales by Steven K. Conine and Conine Family Foundation between 01/23/2026 and 04/14/2026, with individual transactions ranging from 1,000 to 150,000 shares and dollar amounts shown per sale.
Company W: A Form 144 notice reports proposed sales of Class A shares by Niraj S. Shah and the Shah Charitable Foundation. The excerpt lists multiple sale dates and quantities, including sample transactions such as 150,000 shares on 01/23/2026 and 107,818 shares on 03/23/2026. The filing shows 108,769,567 shares outstanding as of 04/23/2026 and identifies the securities as Class A Founders Shares.
Wayfair Inc. director Steven Conine reported a share class conversion, not an open-market trade. On April 20, 2026, he converted 500,000 shares of his Class B Common Stock into 500,000 shares of Class A Common Stock at $0.00 per share in a derivative conversion.
After the conversion, Conine directly holds 549,073 shares of Class A Common Stock and 8,633,304 shares of Class B Common Stock. He also has indirect ownership of 22,857 Class A shares held by SK Ventures LLC, where he is a member and may be deemed a beneficial owner.