{"schema_version":"secwatch.filing_event.v1","accession":"0001616707-23-000033","form_type":"8-K","ticker":"W","cik":"0001616707","company_name":"Wayfair Inc.","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.841312+00:00","generated_at":"2026-06-19T02:43:11.657510+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Wayfair Q4 net revenue $3.1B, down 4.6% YoY; net loss $351M; active customers down 19%","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001616707-23-000033","json":"https://secwatch.observer/filing/0001616707-23-000033.json","markdown":"https://secwatch.observer/filing/0001616707-23-000033.md","text":"https://secwatch.observer/filing/0001616707-23-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000033/0001616707-23-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000033/w-20230223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T02:43:11.657510+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"12bd168061074990be0c42de2765f4f45bf65468","claim":"Wayfair Inc. reported the quarter ended December 31, 2022 results: revenue $3.1 billion, net income $351 million, EPS $3.26.","evidence_excerpt":"Fourth Quarter 2022 Financial Highlights • Total net revenue of $3.1 billion decreased $151 million, down 4.6% year over year • U.S. net revenue of $2.7 billion decreased $49 million, down 1.8% year over year • International net revenue of $415 million decreased $102 million, down 19.7% year over year • Gross profit was $893 million or 28.8% of total net revenue • Net loss was $351 million and Non-GAAP Adjusted EBITDA was ($71) million • Diluted loss per share was $3.26 and Non-GAAP Adjusted Diluted Loss Per Share was $1.71","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000033/0001616707-23-000033-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended December 31, 2022"},{"label":"Revenue","value":"$3.1 billion"},{"label":"Net income","value":"$351 million"},{"label":"EPS","value":"$3.26"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"40b79b967b95d0b143415832b72c8765db4a66df","claim":"Wayfair Inc. reported the year ended December 31, 2022 results: revenue $12.2 billion, net income $1.3 billion, EPS $12.54.","evidence_excerpt":"Full Year 2022 Financial Highlights • Total net revenue of $12.2 billion decreased $1.5 billion, down 10.9% year over year • U.S. net revenue of $10.5 billion decreased $785 million, down 7.0% year over year • International net revenue of $1.8 billion decreased $705 million, down 28.7% year over year • Gross profit was $3.4 billion or 28.0% of total net revenue • Net loss was $1.3 billion and Non-GAAP Adjusted EBITDA was ($416) million • Diluted loss per share was $12.54 and Non-GAAP Adjusted Diluted Loss Per Share was $7.71","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000033/0001616707-23-000033-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2022"},{"label":"Revenue","value":"$12.2 billion"},{"label":"Net income","value":"$1.3 billion"},{"label":"EPS","value":"$12.54"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}