---
schema_version: "secwatch.filing_event.v1"
accession: "0001616707-24-000012"
form_type: "8-K"
ticker: "W"
cik: "0001616707"
company_name: "Wayfair Inc."
filed_at: "2024-02-22T23:59:59+00:00"
generated_at: "2026-06-05T19:24:07.985559+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Wayfair Q4 net revenue flat at $3.1B, adjusted EBITDA $92M, active customers +1.4% YoY

## Summary
- 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.

## SEC filing metadata
- accession: 0001616707-24-000012
- form_type: 8-K
- ticker: W
- cik: 0001616707
- company_name: Wayfair Inc.
- filed_at: 2024-02-22T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1616707/000161670724000012/0001616707-24-000012-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1616707/000161670724000012/w-20240222.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001616707-24-000012
- JSON: https://secwatch.observer/filing/0001616707-24-000012.json
- Plain text: https://secwatch.observer/filing/0001616707-24-000012.txt

## Key facts
- Earnings Releases
  Wayfair Inc. reported the year ended December 31, 2023 results: revenue $12.0 billion, net income $738 million, EPS $6.47.
  - Period: the year ended December 31, 2023
  - Revenue: $12.0 billion
  - Net income: $738 million
  - EPS: $6.47
  - Result: reported results
  source text: Total net revenue of $12.0 billion decreased $215 million, down 1.8% year over year
  evidence_url: https://www.sec.gov/Archives/edgar/data/1616707/000161670724000012/0001616707-24-000012-index.htm
- Earnings Releases
  Wayfair Inc. reported the quarter ended December 31, 2023 results: revenue $3.1 billion, net income $174 million, EPS $1.49.
  - Period: the quarter ended December 31, 2023
  - Revenue: $3.1 billion
  - Net income: $174 million
  - EPS: $1.49
  - Result: reported results
  source text: ayfair Announces Fourth Quarter and Full Year 2023 Results, Returns to Positive Year-Over-Year Active Customer Growth Q4 Net Revenue of $3.1 billion with 22.4 million Active Customers BOSTON, MA — February 22, 2024 — Wayfair Inc.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1616707/000161670724000012/0001616707-24-000012-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.