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Wayfair Inc Class A - Stock Quote W

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Morningstar's Wayfair Inc Class A Stock Analysis

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Wayfair Shares Socked by Consumer Spending Fears and Tech-Related Selloff, Rendering Shares Cheap

Jaime M. Katz, CFA Senior Equity Analyst

Analyst Note

| Jaime M. Katz, CFA |

No-moat Wayfair shares have tumbled as growth has slowed, with the firm lapping robust COVID-19-related demand, and fears surrounding the condition of the consumer have exacerbated the pressure, given rampant recent inflation. The firm is often bucketed with more technology-related stocks, given that e-commerce is its primary sales channel, and Wayfair shares have tumbled more than 70% year to date, significantly wider than broad market indices and numerous other consumer discretionary names. That said, we believe the markdown in shares now offers a compelling value for investors seeking ownership in the category, trading at a roughly 45% discount to our $107 fair value estimate.

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Wayfair Inc Class A's Company Profile

Business Description

Wayfair engages in e-commerce in the United States and Europe. At the end of 2021, the firm offered more than 33 million products from 23,000-plus suppliers for the home sector under the brands Wayfair, Joss & Main, AllModern, DwellStudio, Birch Lane, and Perigold. This includes a selection of furniture, decor, decorative accent, housewares, seasonal decor, and other home goods. Wayfair was founded in 2002 and is focused on helping people find the perfect product at the right price.

4 Copley Place
Boston, MA, 02116
T +1 617 532-6100
Sector Consumer Cyclical
Industry Internet Retail
Most Recent Earnings Mar 31, 2022
Fiscal Year End Dec 31, 2022
Stock Type Cyclical
Employees 16,681

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