NYSE$W
Wayfair Inc. · Q4 2023 earnings
Q4 2023 earnings · · Investor relations
Briefing
Wayfair's Q4 2023 results reflected progress in profitability journey with slight revenue increase and active customer growth.
Wayfair's Q4 2023 total net revenue increased slightly to $3.1 billion, up 0.4% year over year. The company reported a net loss of $174 million but achieved a Non-GAAP Adjusted EBITDA of $92 million. Active customers grew by 1.4% year over year, reaching 22.4 million.
- Total net revenue increased by 0.4% year over year to $3.1 billion.
- Active customers increased by 1.4% year over year, totaling 22.4 million.
- Net loss was $174 million, while Non-GAAP Adjusted EBITDA was $92 million.
- Orders delivered increased by 2.7% year over year to 11.3 million.
Headline financials
Revenue & EPS history
Wayfair · Revenue · Quarterly
$3.11B
Revenue by segment
Wayfair · $2.94B total across 2 segments · Q3 2023
- U.S.$2.57B+5.4%87.4%
- International$372M-7.0%12.6%
Forward guidance
No specific forward guidance was provided in the press release.
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 2023
+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 | — | — | — |
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