Every material Form 8-K Wayfair Inc. has filed with the SEC since May 22, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Wayfair reported third quarter 2026 results for the period ended September 30, 2026. Net revenue rose 9.7% to $3.4 billion, driven by U.S. revenue growth of 11.4%, while net income was $62 million compared with a net loss of $99 million a year earlier.
Total net revenue was $3.4 billion, up $303 million or 9.7% year over year; U.S. net revenue was $3.0 billion, up 11.4%.
International net revenue was $380 million, down 2.3% year over year.
Net income was $62 million, or $0.45 per diluted share, versus a loss of $0.76 per share a year earlier; Adjusted EBITDA was $236 million, up from $208 million.
Wayfair reported second-quarter 2026 results for the period ended June 30, with total net revenue of $3.5 billion, up 7.5% year over year, and U.S. net revenue up 8.7%. The company posted a GAAP net loss of $1 million, compared with net income of $15 million a year earlier, while adjusted diluted earnings per share rose to $0.95 from $0.87. The results show revenue growth and higher adjusted profit alongside a swing to a GAAP loss, and the filing gives no updated guidance.
Total net revenue was $3.5 billion, up $246 million or 7.5% year over year; U.S. revenue rose 8.7% while international revenue fell 1.3% to $394 million.
Net loss was $1 million, or $(0.01) per diluted share, versus net income of $15 million in Q2 2025.
Adjusted diluted EPS was $0.95 versus $0.87 a year earlier; Adjusted EBITDA was $242 million versus $205 million.
Free cash flow was $301 million versus $230 million in Q2 2025; active customers reached 21.7 million, up 3.3%.
At its May 21, 2026 annual meeting, Wayfair stockholders approved Amendment No. 1, which adds 20,000,000 shares of Class A common stock to the 2023 Incentive Award Plan. They also elected all nine director nominees, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, and gave a non-binding approval to executive compensation. The plan increase raises the number of shares available for equity awards.
Plan amendment approved: 253,741,331 votes for and 54,941,475 against, with 10,775,007 broker non-votes
All nine director nominees elected, including Niraj Shah with 306,992,250 votes for
PricewaterhouseCoopers LLP ratified for fiscal 2026 with 319,440,139 votes for
Non-binding say-on-pay vote: 247,755,435 for and 60,925,156 against
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Wayfair Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →