{"schema_version":"secwatch.filing_event.v1","accession":"0001616707-25-000125","form_type":"8-K","ticker":"W","cik":"0001616707","company_name":"Wayfair Inc.","filed_at":"2025-10-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.932059+00:00","generated_at":"2026-05-17T01:56:20.879456+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 8.1% to $3.1B; Adjusted EBITDA margin 6.7% record ex-pandemic","bullets":["Net revenue $3.1B (+8.1% YoY; +9% ex-Germany). 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."],"urls":{"canonical":"https://secwatch.observer/filing/0001616707-25-000125","json":"https://secwatch.observer/filing/0001616707-25-000125.json","markdown":"https://secwatch.observer/filing/0001616707-25-000125.md","text":"https://secwatch.observer/filing/0001616707-25-000125.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1616707/000161670725000125/0001616707-25-000125-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1616707/000161670725000125/w-20251028.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:56:20.879456+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}