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calls 3.50% convertible notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Wayfair LLC issued $400M of 7.125% senior secured notes due May 31, 2034; interest payable semi-annually starting Nov 15, 2026.","Net proceeds to repay existing indebtedness and for general corporate purposes; no commitment on amount or timing of repayment.","Wayfair called all outstanding 3.50% convertible notes due 2028 for redemption on June 29, 2026 at principal plus accrued interest.","Holders may convert before redemption; conversion rate increased to 23.3162 shares per $1,000 principal (from 21.8341) during redemption period.","Covenants restrict additional debt, dividends, investments, liens, asset sales, and mergers; some cease if Notes achieve investment grade ratings from two agencies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":76964,"accession_number":"0001193125-26-222168","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2026-05-13T22:51:53+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair subsidiary prices $400M 7.125% senior secured notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M principal, 7.125% interest, maturity May 31, 2034.","Expected close May 18, 2026; proceeds to repay existing debt and for general corporate purposes.","Notes are senior secured, guaranteed by Wayfair and certain domestic subsidiaries on a first-priority basis.","Offered privately under Rule 144A/Reg S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":50442,"accession_number":"0001193125-26-220660","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2026-05-13T12:09:09+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair proposes $400M secured notes due 2034; repurchases $46M of 2028 convertibles","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary Wayfair LLC to offer $400M senior secured notes due 2034 in private placement.","Repurchased ~$46M aggregate principal of 3.50% convertible notes due 2028 for ~$73M plus accrued interest.","Net proceeds from notes offering to repay existing debt and for general corporate purposes.","After repurchase, ~$444M of 2028 convertible notes remain outstanding.","Notes and guarantees will be secured on first-priority basis by same assets as existing secured debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94112,"accession_number":"0001616707-26-000110","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q1 revenue $2.9B (+7.4% YoY); net loss narrows to $105M; active customers up 1.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $2.9B, up 7.4% YoY; U.S. net revenue $2.6B (+7.5%).","Net loss $105M ($0.80 diluted loss per share); Adjusted EBITDA $151M (5.2% margin).","Active customers 21.4M (+1.4% YoY); LTM revenue per active customer $591 (+5.2%).","Adjusted Diluted EPS $0.26; Free Cash Flow -$106M; total liquidity $1.5B.","CEO: 'best Q1 result in five years'; share gains accelerating."],"consensus_eps_estimate":0.2684,"consensus_eps_actual":-0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":2931000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106244,"accession_number":"0001616707-26-000043","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Wayfair repurchases $56M of 3.50% convertible notes due 2028 for ~$99M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased $56M principal of 3.50% conv notes due 2028 for ~$99M plus accrued interest in open market.","Repurchases settled by Mar 5, 2026; ~$533M principal of 2028 notes remains outstanding.","Funded with proceeds from 6.75% senior secured notes due 2032, part of liability management strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106243,"accession_number":"0001616707-26-000024","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q4 net revenue up 6.9% to $3.3B; net loss narrows to $116M; active customers 21.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $3.3B (+6.9% YoY); U.S. net revenue $2.9B (+7.4% YoY).","Q4 net loss $116M ($0.89 diluted loss per share); Non-GAAP adjusted EBITDA $224M.","Non-GAAP adjusted diluted EPS $0.85; GAAP gross margin 30.3%.","Active customers 21.3M (flat YoY); LTM net revenue per active customer $586 (+5.6%).","Full year 2025 net revenue $12.5B (+5.1% YoY); net loss $313M ($2.44 diluted loss per share)."],"consensus_eps_estimate":0.6712,"consensus_eps_actual":-2.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":12457000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106242,"accession_number":"0001616707-26-000015","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Wayfair calls $250M of 3.25% convertible notes due 2027 for redemption on March 23, 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption notice covers $250M principal of 3.25% Convertible Senior Notes due 2027.","Redemption date: March 23, 2026; unconverted notes paid at par plus accrued interest.","Conversion rate for redeeming holders increased from 15.7597 to 16.3779 shares per $1,000 principal.","Converted notes settled with cash up to principal and Class A common stock for excess."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122544,"accession_number":"0001616707-25-000139","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Wayfair repurchases $210M of 2027 convertible notes for $375M using new debt proceeds","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased ~$210M principal of 3.25% convertible notes due 2027 for ~$375M cash plus accrued interest.","Repurchase settles Nov 12, 2025; funded with proceeds from 6.75% senior secured notes due 2032.","After repurchase, ~$480M aggregate principal of 2027 notes remains outstanding.","Transaction reduces near-term maturities and potential dilution from conversion.","Company may pursue additional liability management actions including further repurchases or exchanges."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122543,"accession_number":"0001193125-25-272454","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["1.01","2.03","5.02","9.01"],"status":"ready","headline":"Wayfair issues $700M 6.75% notes due 2032; appoints Hal Lawton to board","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $700M aggregate principal of 6.75% senior secured notes due November 2032.","Proceeds to repurchase outstanding 3.250% convertible notes due 2027 and 3.500% notes due 2028.","Hal Lawton, CEO of Tractor Supply, appointed to board; receives $250K RSU award vesting quarterly.","Derivative unwinding by note holders could affect Wayfair common stock price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122542,"accession_number":"0001193125-25-265169","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair prices $700M of 6.75% senior secured notes due 2032; proceeds to repurchase convertible notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary Wayfair LLC priced $700M aggregate principal of 6.75% senior secured notes due November 2032.","Net proceeds to repurchase a portion of outstanding 3.250% convertible notes due 2027 and 3.500% notes due 2028, plus general corporate purposes.","Offering expected to close on November 7, 2025, subject to customary conditions.","Notes and related guarantees secured by first-priority liens on assets backing existing senior secured credit facilities.","Private placement to qualified institutional buyers and non-U.S. persons under Rule 144A and Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122541,"accession_number":"0001193125-25-263738","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair subsidiary proposes $700M senior secured notes due 2032 to repurchase convertible debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Wayfair LLC intends to offer $700M senior secured notes due 2032 in private offering.","Proceeds to be used to purchase outstanding 3.250% 2027 and 3.500% 2028 convertible notes.","Notes will be secured on first-priority basis by same assets as existing secured facilities.","No assurance on amount or terms of convertible note repurchases; could impact common stock price.","Offering not registered under Securities Act; limited to QIBs and non-U.S. persons."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122540,"accession_number":"0001616707-25-000125","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q3 revenue up 8.1% to $3.1B; Adjusted EBITDA margin 6.7% record ex-pandemic","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $3.1B (+8.1% YoY; 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US revenue $2.7B (+8.6%), international $389M (+4.6%).","Net loss $99M (diluted EPS -$0.76); Non-GAAP adjusted diluted EPS $0.70. Adjusted EBITDA $208M (+70% YoY).","Orders delivered 9.8M (+5.4% YoY); average order value $317 (vs $310). Active customers 21.2M (-2.3% YoY).","LTM net revenue per active customer $578 (+6.1%). Reorder rate 80.1%. Free cash flow $93M.","Cash and liquidity $1.7B; CEO cites 'substantial profitability flow through' from contribution margin and cost discipline."],"consensus_eps_estimate":0.4417,"consensus_eps_actual":-1.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":9120000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139237,"accession_number":"0001616707-25-000091","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Wayfair awards CEO Niraj Shah up to 5M PSUs with stock price hurdles up to 675% over 10 years","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Award consists of 5,000,000 PSUs in six tranches tied to stock price milestones from $176 to $679 (100%-675% premium).","Vesting requires Shah remain CEO through applicable dates; first tranche possible after 2 years at ~2x current price.","Award contingent on stockholder approval of 2023 Plan amendment to increase share reserves.","No change to Shah's $80,000 salary; Board intends this to be sole equity award for 10-year duration.","Co-Founder Steve Conine stated award reinforces founder-led leadership and long-term alignment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139236,"accession_number":"0001616707-25-000078","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Wayfair repurchases $101M of 2028 convertible notes for $199M, leaving $589M outstanding","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased $101M aggregate principal of 3.50% Convertible Senior Notes due 2028 for ~$199M plus accrued interest.","Settlement expected August 21, 2025; $589M of 2028 Notes remain outstanding after repurchase.","Transaction reduces upcoming maturities and manages potential dilution; part of ongoing liability management strategy.","Company may continue to repurchase or exchange convertible debt in open-market or privately negotiated transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139235,"accession_number":"0001616707-25-000068","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q2 revenue $3.3B (+5% YoY), net income $15M vs loss $42M YoY; adjusted EBITDA $205M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $3.27B, +5% YoY (ex-Germany +6%); highest growth since early 2021.","Net income $15M (diluted EPS $0.11) vs loss $42M (loss $0.34) in Q2 2024.","Non-GAAP adjusted EBITDA $205M (6.3% margin); adjusted diluted EPS $0.87.","Active customers 21.0M (-4.5% YoY), but LTM revenue per active customer $572 (+5.9%).","Free cash flow $230M; cash & equivalents $1.4B, total liquidity $1.8B."],"consensus_eps_estimate":0.3378,"consensus_eps_actual":-0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":6003000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156794,"accession_number":"0001616707-25-000053","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Wayfair shareholders elect all director nominees and ratify auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected with at least 299 million votes For each.","Niraj Shah received 324.1M For; 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Adj. 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EBITDA $96M.","Full year 2024 net revenue $11.9B (-1.3% YoY); net loss $492M vs $738M in 2023.","Active customers 21.4M (-4.5% YoY); LTM revenue per active customer $555 (+3.4%).","Company tapped high-yield bond market for first time, strengthening balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":11851000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175199,"accession_number":"0001616707-25-000016","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2025-02-14T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Wayfair appoints Kraft Heinz executive Diana Frost to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Diana Frost appointed to Wayfair board effective Feb 12, 2025; 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settlement expected November 13, 2024.","Post-repurchase: $236M of 2025 notes and $734M of 2026 notes remain; 2025 accreting notes fully retired.","Company may pursue further repurchases or exchanges of convertible debt to mitigate dilution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192137,"accession_number":"0001616707-24-000061","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Wayfair COO Thomas Netzer to step down Dec 31, 2024; Jon Blotner named President, Commercial & Ops","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Thomas Netzer steps down effective Dec 31, 2024; 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net loss narrows to $74M; Adj. 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EBITDA $119M; Non-GAAP Adj. diluted EPS $0.22.","Active customers 21.7M (-2.7% YoY); orders delivered 9.3M (-6.1% YoY); AOV $310 (+$13 YoY).","Cash and investments $1.3B; total liquidity $1.9B; free cash flow -$9M."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":8730000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192135,"accession_number":"0001193125-24-234463","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2024-10-08T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Wayfair subsidiary issues $800M of 7.250% senior secured notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuer Wayfair LLC issued $800M aggregate principal of 7.250% senior secured notes due October 31, 2029.","Interest payable semi-annually at 7.250% per annum, first payment April 15, 2025.","Notes are senior secured obligations guaranteed by Wayfair and certain domestic subsidiaries, secured by same assets as revolving credit facility.","Net proceeds, together with cash on hand, to repay certain existing convertible senior notes and for general corporate purposes.","Redeemable at 100% plus make-whole premium before Oct 31, 2026; thereafter at specified prices; up to 40% from equity offering proceeds at 107.250% before Oct 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208627,"accession_number":"0001193125-24-225012","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2024-09-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair subsidiary prices upsized $800M senior secured notes offering at 7.250% due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal $800M at 7.250% coupon, up from $700M previously announced.","Matures Oct 31, 2029; 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no assurance that issuance will be consummated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208625,"accession_number":"0001616707-24-000045","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q2 net revenue $3.12B (-1.7% YoY); net loss narrows to $42M, Adj. 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LTM revenue per active customer down 2.8% to $537.","U.S. net revenue $2.4B (-1.0% YoY); International net revenue $338M (-5.8% YoY, -7.5% constant currency).","Diluted loss per share $2.06 (improved from $3.22); Non-GAAP adjusted diluted loss per share $0.32.","Repeat customers placed 80.5% of orders vs 79.1% a year ago; mobile orders 63.1% of total."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2729000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245366,"accession_number":"0001616707-24-000012","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q4 net revenue flat at $3.1B, adjusted EBITDA $92M, active customers +1.4% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $3.1B, up 0.4% YoY; U.S. net revenue $2.7B (+0.9%), International $404M (-2.7%).","Q4 net loss $174M (diluted EPS -$1.49); Non-GAAP adjusted EBITDA $92M, third consecutive positive quarter.","Active customers 22.4M, up 1.4% YoY; LTM revenue per active customer $537, down 3.0%.","FY 2023 net revenue $12.0B (-1.8%); net loss $738M; adjusted EBITDA $306M.","Free cash flow $62M in Q4; full year free cash flow ($2M), improved >$1B vs FY 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":12003000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245365,"accession_number":"0001616707-24-000007","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2024-01-19T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Wayfair cuts 1,650 jobs (~13% of workforce); expects $70-80M severance costs, $280M+ annual savings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reduction affects 1,650 employees (13% of global workforce, 19% of corporate team) as of Dec 31, 2023.","Expects $70M-$80M in severance and benefit costs, mostly Q1 2024.","Annualized cost savings of over $280M: ~$150M cash comp, ~$80M equity-based comp, ~$50M capex reduction.","In a flat revenue environment, Wayfair projects Adjusted EBITDA over $600M in 2024.","CEO Niraj Shah cites return to core principles and focus on free cash flow and share count."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262836,"accession_number":"0001616707-23-000104","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q3 revenue up 3.7% to $2.94B; adjusted EBITDA positive $100M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net revenue $2.94B, up 3.7% YoY; U.S. revenue $2.6B (+5.4%), International $372M (-7%).","Net loss $163M ($1.40 loss per share) improved from $283M loss a year ago; Non-GAAP Adj. EBITDA $100M.","Active customers 22.3M (-1.3% YoY) but orders delivered 9.9M (+13.8%); repeat orders 79.7%.","Free cash flow positive $42M, second consecutive quarter; total liquidity $1.8B.","CEO Niraj Shah cites ability to drive profitability while investing for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":8889000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280027,"accession_number":"0001616707-23-000094","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q2 net loss narrows to $46M; positive adjusted EBITDA $128M, orders grow 3% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $3.2B (-3.4% YoY); U.S. revenue $2.8B (-0.4%), International $386M (-20.9%).","GAAP diluted EPS -$0.41; Non-GAAP adjusted diluted EPS $0.21; Adj. EBITDA $128M.","Active customers 21.8M (-7.6% YoY); LTM revenue per active customer $545 (+1.5%).","Orders delivered 10.3M (+3.0% YoY); repeat orders 80.1% of total, up from 78.6%.","Free cash flow $128M; cash & equivalents $1.3B, total liquidity $1.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":5945000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298534,"accession_number":"0001616707-23-000089","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Wayfair Announces Retirement of Chief Commercial Officer Steve Oblak and Appointment of Jon Blotner as Successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steve Oblak, Chief Commercial Officer, will retire from Wayfair in Q1 2024 after 14 years of leadership.","Jon Blotner, currently VP Global Merchandising, will become Incoming CCO effective July 3, 2023 and assume role on October 1, 2023.","Wayfair reports quarter-to-date gross revenue trending in negative mid single digit percentage year-over-year, with total order growth turning positive.","Blotner brings experience from Gemvara (acquired by Berkshire Hathaway) and Bain & Company.","Wayfair expects to achieve Adjusted EBITDA profitability in Q2 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298533,"accession_number":"0001193125-23-143617","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Wayfair issues $690M of 3.50% convertible notes due 2028; repurchases ~$617M of existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Sold $600M initial notes plus $90M option (exercised in full) for total $690M at 3.50% semiannual interest, due Nov 2028.","Conversion price initially $45.80/share (21.8341 shares per $1,000 note); capped call transactions cap at $73.28/share.","Net proceeds ~$677M; used ~$514M to repurchase ~$82.5M of 2024 notes and ~$534.5M of 2025 notes.","Capped call cost ~$87.1M; transactions intended to reduce dilution upon conversion if stock price exceeds strike.","Remaining net proceeds for working capital, capex, acquisitions, or additional debt repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298532,"accession_number":"0001193125-23-140018","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair prices $600M 3.50% convertible notes due 2028; uses proceeds to buy back existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal of 3.50% convertible notes due Nov 2028, plus $90M greenshoe option.","Initial conversion price $45.80/share (25% premium over May 9 close of $36.64).","Net proceeds ~$588.6M; $75.8M for capped call transactions, $513.8M to repurchase ~$617M of existing 2024/2025 notes.","Capped call transaction cap price $73.28/share (100% premium) to reduce potential dilution.","Concurrent note repurchases of ~$82.5M of 2024 Notes and ~$534.5M of 2025 Notes for cash."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298531,"accession_number":"0001193125-23-138418","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair announces $600M convertible senior notes offering due 2028, with $90M greenshoe","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $600M aggregate principal of convertible senior notes due Nov 15, 2028; initial purchasers have option for additional $90M.","Notes will be senior unsecured; interest rate and conversion price set at pricing; redeemable after May 20, 2026 if stock ≥130% of conversion price.","Proceeds used to pay for capped call transactions (reduce dilution), repurchase portions of existing 2024, 2025, 2026 notes, and for general corporate purposes.","Company expects to enter concurrently with note repurchases of existing convertible notes; also enters capped call transactions with initial purchasers.","Offering is private under Rule 144A; notes and underlying shares not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298530,"accession_number":"0001616707-23-000078","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q1 net revenue $2.8B, net loss $355M, expects positive EBITDA in Q2","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $2.774B, down 7.3% YoY; U.S. $2.4B (-5.0%), International $359M (-20.4%).","Net loss $355M; diluted EPS loss $3.22; Non-GAAP Adjusted EBITDA loss $(14)M, improving toward breakeven.","Active customers 21.7M, down 14.6% YoY; LTM net revenue per active customer $552 (+6.2%).","Orders delivered 9.7M (-6.7% YoY); repeat customers placed 79.1% of total orders.","Management expects positive Adjusted EBITDA in Q2 2023; cites market share gains and cost improvements."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":2774000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298529,"accession_number":"0001616707-23-000071","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Wayfair shareholders approve 2023 Incentive Award Plan, authorizing up to 15M new shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved 2023 Incentive Award Plan at April 25 annual meeting; replaces 2014 plan.","Plan authorizes up to 15 million new shares of Class A common stock for equity awards.","All nine director nominees elected, including co-founders Niraj Shah and Steven Conine.","Ratification of Ernst & Young as independent auditor for fiscal 2023 approved.","Non-binding advisory vote to approve executive compensation passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318746,"accession_number":"0001616707-23-000033","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Wayfair Q4 net revenue $3.1B, down 4.6% YoY; net loss $351M; active customers down 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $3.1B (-4.6% YoY); U.S. $2.7B (-1.8%), International $415M (-19.7%).","Q4 net loss $351M ($3.26 diluted loss per share); Non-GAAP Adj. EBITDA ($71M).","Full year net revenue $12.2B (-10.9% YoY); net loss $1.3B; Adj. EBITDA ($416M).","Active customers 22.1M (-19% YoY); LTM net revenue per active customer $553 (+10.4%).","Orders delivered 11M in Q4 (-9.1% YoY); average order value $283 (up from $269)."],"consensus_eps_estimate":null,"consensus_eps_actual":-12.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":12218000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318744,"accession_number":"0001616707-23-000016","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K/A","filed_at":"2023-02-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Wayfair grants CFO Kate Gulliver 24,669 RSUs vesting over 5 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Compensation Committee approved compensation for CFO Kate Gulliver on Feb 1, 2023.","Gulliver granted 24,669 RSUs of Class A common stock vesting over 5 years.","RSUs subject to continued employment and terms of 2014 Incentive Award Plan.","Promotion to CFO and CAO was effective November 1, 2022, as previously reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318745,"accession_number":"0001616707-23-000013","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2023-01-20T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Wayfair cuts 1,750 jobs (10% of workforce) as part of $1.4B cost plan; targets EBITDA breakeven earlier in 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction of ~1,750 employees (10% global, 18% corporate) to eliminate management layers.","Expected severance and benefit costs of $68M-$78M, most in Q1 2023; no stock-based compensation included.","Total cost plan exceeds $1.4B annualized: ~$750M labor, ~$500M operational savings, >$150M non-labor cuts.","December gross revenue trends improved versus November; market share gains cited.","Company expects to reach adjusted EBITDA breakeven earlier in 2023 as step toward positive free cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7576600000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336958,"accession_number":"0001616707-22-000190","cik":1616707,"company_name":"Wayfair Inc.","ticker":"W","form_type":"8-K","filed_at":"2022-11-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Wayfair reports low single digit US sales growth for Cyber Five; 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