{"schema_version":"secwatch.filing_event.v1","accession":"0001616707-23-000104","form_type":"8-K","ticker":"W","cik":"0001616707","company_name":"Wayfair Inc.","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.792351+00:00","generated_at":"2026-06-09T02:41:33.908485+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Wayfair Q3 revenue up 3.7% to $2.94B; adjusted EBITDA positive $100M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001616707-23-000104","json":"https://secwatch.observer/filing/0001616707-23-000104.json","markdown":"https://secwatch.observer/filing/0001616707-23-000104.md","text":"https://secwatch.observer/filing/0001616707-23-000104.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000104/0001616707-23-000104-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000104/w-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:41:33.908485+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":"26f88f826329b1713878a8a18ac1a20fb0c3b5cc","claim":"Wayfair Inc. reported quarter ended September 30, 2023 results: revenue Total net revenue of $2.9 billion, net income Net loss was $163 million, EPS Diluted loss per share was $1.40.","evidence_excerpt":"Total net revenue of $2.9 billion increased $104 million, up 3.7% year over year • U.S. net revenue of $2.6 billion increased $132 million, up 5.4% year over year • International net revenue of $372 million decreased $28 million, down 7.0% year over year. International Net Revenue Constant Currency Growth was (7.8)% • Gross profit was $917 million, or 31.1% of total net revenue • Net loss was $163 million and Non-GAAP Adjusted EBITDA was $100 million • Diluted loss per share was $1.40 and Non-GAAP Adjusted Diluted Loss Per Share was $0.13","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1616707/000161670723000104/0001616707-23-000104-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended September 30, 2023"},{"label":"Revenue","value":"Total net revenue of $2.9 billion"},{"label":"Net income","value":"Net loss was $163 million"},{"label":"EPS","value":"Diluted loss per share was $1.40"},{"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"}