NYSE$W
Wayfair Inc. · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
Wayfair's Q4 2022 earnings were announced, revealing a slight decrease in net revenue but highlighting positive customer response to core improvements.
Wayfair reported a decrease in total net revenue to $3.1 billion, a 4.6% decrease year-over-year. The company's active customers totaled 22.1 million, a decrease of 19.0% year-over-year. Despite these declines, Wayfair saw positive customer response to improvements in pricing and delivery times.
- Total net revenue decreased by 4.6% year-over-year to $3.1 billion.
- U.S. net revenue decreased by 1.8% year-over-year to $2.7 billion.
- International net revenue decreased by 19.7% year-over-year to $415 million.
- Active customers decreased by 19.0% year-over-year to 22.1 million.
Headline financials
Revenue & EPS history
Wayfair · Revenue · Quarterly
$3.1B
Revenue by segment
Wayfair · $3.1B total across 2 segments · Q4 2022
- U.S.$2.69B-1.8%86.6%
- International$415M-19.7%13.4%
Forward guidance
Wayfair is committed to quickly reaching adjusted EBITDA profitability and then to positive free cash flow, focusing on cost efficiency and customer loyalty.
Tailwinds
- Compelling pricing
- Faster delivery times
- Increasing availability
- Market share gains
- Driving cost efficiency
Headwinds
- Short-term macroeconomic picture is unpredictable
- Navigating challenges
- Achieving adjusted EBITDA profitability
- Achieving positive free cash flow
- Macroeconomic factors including inflation and interest rates
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2022
+1.9%
Avg return
Earnings day
+1.2%
Avg return
5 days after
+3.4%
Avg return
30 days after
50%
23 / 46 earnings
Positive
+40.4%
Q2 2015
Best reaction
-27.1%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -10.4% | -13.7% | -1.7% | |
| Q4 2025 | -12.7% | -19.2% | -20.9% | |
| Q3 2025 | +23.1% | +19.7% | +30.2% | |
| Q1 2025 | +3.5% | -0.0% | +36.7% | |
| Q4 2024 | -0.6% | -7.5% | -27.3% | |
| Q3 2024 | -2.1% | -5.6% | +8.0% | |
| Q2 2024 | -12.2% | -20.0% | -21.8% | |
| Q1 2024 | +25.8% | +37.6% | +17.7% | |
| Q4 2023 | +7.7% | +17.5% | +29.8% | |
| Q3 2023 | +9.6% | +8.4% | +37.4% | |
| Q2 2023 | +14.0% | +12.2% | -1.0% | |
| Q1 2023 | +28.4% | +17.1% | +38.1% | |
| Q4 2022 | -24.9% | -18.7% | -31.3% | |
| Q3 2022 | -8.0% | -10.2% | +18.3% | |
| Q2 2022 | -3.3% | -7.5% | -22.9% | |
| Q1 2022 | -27.1% | -35.6% | -35.8% | |
| Q4 2021 | +8.1% | +9.2% | -5.4% | |
| Q3 2021 | -8.4% | -6.8% | -12.8% | |
| Q2 2021 | +5.1% | +13.6% | +9.0% | |
| Q1 2021 | +12.7% | +20.3% | +18.5% | |
| Q4 2020 | +12.0% | +24.0% | +33.1% | |
| Q3 2020 | +5.7% | +17.8% | -6.2% | |
| Q2 2020 | +7.5% | +2.5% | -10.3% | |
| Q1 2020 | +34.8% | +40.2% | +32.4% | |
| Q4 2019 | -12.2% | -12.8% | -34.2% | |
| Q3 2019 | -17.2% | -19.4% | -16.0% | |
| Q2 2019 | -2.9% | -6.5% | -14.0% | |
| Q1 2019 | -9.0% | -10.8% | -11.9% | |
| Q4 2018 | +36.7% | +39.7% | +35.1% | |
| Q3 2018 | -15.7% | -15.2% | -3.7% | |
| Q2 2018 | +4.1% | +7.2% | +26.1% | |
| Q1 2018 | +16.9% | +26.1% | +45.8% | |
| Q4 2017 | -21.4% | -20.3% | -29.4% | |
| Q3 2017 | -9.3% | -19.0% | -5.6% | |
| Q2 2017 | -9.6% | -13.5% | -8.4% | |
| Q1 2017 | +25.5% | +18.7% | +43.1% | |
| Q4 2016 | -4.8% | -8.4% | -7.0% | |
| Q3 2016 | +1.1% | +6.1% | +14.7% | |
| Q2 2016 | -21.8% | -19.2% | -14.2% | |
| Q1 2016 | +7.5% | — | — | |
| Q4 2015 | +2.0% | — | — | |
| Q3 2015 | -9.3% | — | — | |
| Q2 2015 | +40.4% | — | — | |
| Q1 2015 | -2.6% | — | — | |
| Q4 2014 | +10.0% | — | — | |
| Q3 2014 | -9.0% | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — |
Discussion
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