Wayfair Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
25.0%projected annual EPS growth
Analyst Coverage
28analysts covering
FY Revenue (est.)
$13.4Bnext fiscal year
FY EPS (est.)
$2.89next fiscal year
Monitoring Framework
Key Performance Indicators
Active Customers Quarterly21.4M
LTM Net Revenue per Active Customer Quarterly591.0
Orders per Customer (LTM) Quarterly1.9
Orders Delivered Quarterly9.4M
Average Order Value (AOV) Quarterly312.0
Watch Items
- Gross Margin Compression from Selective Discounting and RewardsTrigger: Gross margin falling below 29.5%Action: Re-evaluate contribution margin targets and adjust promotional intensity or loyalty program benefits.
- Macroeconomic and Housing Market HeadwindsTrigger: Category contraction accelerating beyond mid-single digitsAction: Optimize marketing spend, focus on high-margin B2B (Wayfair Professional) segments, and implement further cost-containment measures.
Research as of 2 Sep 2026