NYSE · Consumer Discretionary

WAYFAIR INC W

Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.

Catalog/Specialty Distribution

Company profile

Business mix

  • It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.
  • The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in internet retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 5.41% Buyback -3.41%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $215.3M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $210.7M Estimated from net reduced shares
Net share change / base shares -49.5% -2,801,954 / 5,664,163
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Major reduction Shares -26.7% 13F value change +$81.0M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -3.5% 13F value change +$31.2M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -28.5% 13F value change -$186.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 5,664,163 Last 3 periods -2,801,954 (-49.5%) Total shares 2,862,209 Value $215.3M
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$10.8M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 56.1% 13F value change +$16.2M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$27.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.