---
schema_version: "secwatch.filing_event.v1"
accession: "0001616707-26-000147"
form_type: "8-K"
ticker: "W"
cik: "0001616707"
company_name: "Wayfair Inc."
filed_at: "2026-08-04T11:02:57+00:00"
generated_at: "2026-08-04T11:05:16.931884+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Wayfair Q2 net revenue $3.5B (+7.5% YoY); free cash flow $301M, strongest since 2020

## Summary
- Net revenue $3.5B, up 7.5% YoY; US revenue $3.1B (+8.7%), International $394M (-1.3%).
- Net loss $1M (diluted EPS -$0.01); Non-GAAP adjusted diluted EPS $0.95; Adjusted EBITDA $242M.
- Free cash flow $301M, net cash from ops $360M; total liquidity $1.6B.
- Active customers 21.7M (+3.3% YoY); orders delivered 10.6M (+6.0%); LTM revenue per active customer $596 (+4.2%).
- Specialty retail brands grew ~20%, Perigold >35% YoY; CEO cites best US post-COVID growth.

## SEC filing metadata
- accession: 0001616707-26-000147
- form_type: 8-K
- ticker: W
- cik: 0001616707
- company_name: Wayfair Inc.
- filed_at: 2026-08-04T11:02:57+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1616707/000161670726000147/0001616707-26-000147-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1616707/000161670726000147/w-20260804.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001616707-26-000147
- JSON: https://secwatch.observer/filing/0001616707-26-000147.json
- Plain text: https://secwatch.observer/filing/0001616707-26-000147.txt

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