Wayfair Inc. (W) Q1 2026 Earnings Name Transcript


Wayfair Inc. (W) Q1 2026 Earnings Name April 30, 2026 8:00 AM EDT

Firm Individuals

Ryan Barney
Niraj Shah – Co-Founder, Co-Chairman & CEO
Kate Gulliver – CFO & Chief Administrative Officer

Convention Name Individuals

Christopher Horvers – JPMorgan Chase & Co, Analysis Division
Peter Keith – Piper Sandler & Co., Analysis Division
Oliver Wintermantel – Evercore ISI Institutional Equities, Analysis Division
David Bellinger – Mizuho Securities USA LLC, Analysis Division
Simeon Gutman – Morgan Stanley, Analysis Division
Colin Sebastian – Robert W. Baird & Co. Included, Analysis Division
Brian Nagel – Oppenheimer & Co. Inc., Analysis Division

Presentation

Operator

Hi there, everybody. Thanks for becoming a member of us, and welcome to the Wayfair First Quarter 2026 Earnings Convention Name. [Operator Instructions] I’ll now hand the convention name over to Ryan Barney, Investor Relations. Ryan, please go forward.

Ryan Barney

Good morning, and thanks for becoming a member of us. In the present day, we’ll overview our first quarter 2026 outcomes. With me are Niraj Shah, Co-Founder, Chief Govt Officer and Co-Chairman; Steve Conine, Co-Founder and Co-Chairman; and Kate Gulliver, Chief Monetary Officer and Chief Administrative Officer. We’ll all be obtainable for Q&A following immediately’s ready remarks. I want to remind you that our name immediately will include forward-looking statements, together with, however not restricted to, these relating to our future prospects, enterprise methods, business traits and our monetary efficiency, together with steerage for the second quarter of 2026. All forward-looking statements made on immediately’s name are based mostly on info obtainable to us as of immediately’s date.

We can not assure that any forward-looking statements shall be correct, though we imagine that we’ve been affordable in our expectations and assumptions. Our 10-Ok for 2025, our 10-Q for this quarter and our subsequent SEC filings establish sure components that might trigger the corporate’s precise outcomes to vary materially from these projected in any forward-looking



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