secwatch.observer — SEC 8-K summary
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Issuer:     Wayfair Inc. (W)
CIK:        0001616707
Form:       8-K
Filed at:   2026-08-04T11:02:57+00:00
Accession:  0001616707-26-000147
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1616707/000161670726000147/0001616707-26-000147-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1616707/000161670726000147/w-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001616707-26-000147

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer