=Wayfair (W) reported earnings on Fri 22 Feb 19 (b/o)

Wayfair beats by $0.18, beats on revs 

• Reports Q4 (Dec) loss of $1.12 per share, excluding non-recurring items, $0.18 better than the S&P Capital IQ Consensus of ($1.30); revenues rose 40.0% year/year to $2.01 bln vs the $1.97 bln S&P Capital IQ Consensus.
• Direct Retail net revenue, consisting of sales generated primarily through Wayfair's sites, increased $576.6 million to $1,995.8 million, up 40.6% year over year
• The number of active customers in our Direct Retail business reached 15.2 million as of December 31, 2018, an increase of 37.9% year over year 
• LTM net revenue per active customer was $443 as of December 31, 2018, an increase of 5.0% year over year

=Wayfair (W) reported earnings on Thur 1 Nov 2018 (b/o)

Wayfair misses by $0.19, beats on revs

• Reports Q3 (Sep) loss of $1.28 per share, $0.19 worse than the S&P Capital IQ Consensus of ($1.09); revenues rose 42.4% year/year to $1.71 bln vs the $1.67 bln S&P Capital IQ Consensus.
• Gross profit was $392.8 million or 23.0% of total net revenue
• Adjusted EBITDA was $(76.4) million or (4.5)% of total net revenue
• The number of active customers in our Direct Retail business reached 13.9 million as of September 30, 2018, an increase of 35.2% year over year 
• LTM net revenue per active customer was $443 as of September 30, 2018, an increase of 8.6% year over year

-=Wayfair (W) reported earnings on Wed 2 May 2018 (b/o)

Wayfair misses by $0.02, beats on revs;  

• Reports Q1 (Mar) loss of $0.91 per share, excluding non-recurring items, $0.02 worse than the Capital IQ Consensus of ($0.89); revenues rose 46.2% year/year to $1.4 bln vs the $1.36 bln Capital IQ Consensus.
• Direct Retail net revenue, consisting of sales generated primarily through Wayfair's sites, increased $448.5 million to $1.4 billion, up 47.7% year over year

-=Wayfair (W) reported earnings on Thur 22 Feb 2018 (b/o)

Wayfair misses by $0.06, beats on revs;  

• Reports Q4 (Dec) loss of $0.58 per share, excluding non-recurring items, $0.06 worse than the Capital IQ Consensus of ($0.52); revenues rose 46.2% year/year to $1.44 bln vs the $1.36 bln Capital IQ Consensus. 
• The number of active customers in our Direct Retail business reached 11.0 million as of December 31, 2017, an increase of 33.2% year over year; LTM net revenue per active customer was $422 as of December 31, 2017, an increase of 6.8% year over year; Orders per customer, measured as LTM orders divided by active customers, was 1.77 for the fourth quarter of 2017, compared to 1.71 for the fourth quarter of 2016; Repeat customers placed 62.4% of total orders in the fourth quarter of 2017, compared to 58.0% in the fourth quarter of 2016; Repeat customers placed 3.9 million orders in the fourth quarter of 2017, an increase of 41.3% year over year;
• Orders delivered in the fourth quarter of 2017 were 6.2 million, an increase of 31.3% year over year; Average order value was $229 for the fourth quarter of 2017, compared to $203 in the fourth quarter of 2016.
• "Our long-term investing approach and customer-centric mentality continue to pay off as we outpace the shift to online spending in our category and gain significant market share. Technology, combined with continuous testing and innovation, allows us to constantly enhance the shopping experience while quickly scaling our operations. From developing tools and features that help shoppers find just the right item among millions of options to providing design inspiration, product visualization and delivery tracking - we are redefining what is possible in the home category. This experience is resonating with our customers across the U.S. and in Canada, the United Kingdom and Germany with our international business completing a particularly strong year. Across North America and Europe, we continue to expand the footprint of our Wayfair Delivery Network and CastleGate, offering faster and more seamless delivery across more products and regions than ever before. As we enter 2018 with tremendous strength, we look forward to building upon this momentum as we lead the way in creating the best possible shopping experience for home."

=Wayfair (W) reported earnings on Tue 9 May 2017 (b/o)

BOSTON (AP) _ Wayfair Inc. (W) on Tuesday reported a loss of $56.5 million in its first quarter.

On a per-share basis, the Boston-based company said it had a loss of 66 cents. Losses, adjusted for stock option expense and pretax expenses, were 48 cents per share.

The results exceeded Wall Street expectations. The average estimate of nine analysts surveyed by Zacks Investment Research was for a loss of 56 cents per share.

The online home goods retailer posted revenue of $960.8 million in the period, which also beat Street forecasts. Seven analysts surveyed by Zacks expected $939.2 million.

Wayfair shares have risen 46 percent since the beginning of the year. The stock has risen 42 percent in the last 12 months.

=Wayfair (W) reported earnings on Thur 23 Feb 17 (b/o)

• W  #1, 37 on Wed 2/22/17

Wayfair beats by $0.16, reports revs in-line; guides on the call :

• Reports Q4 (Dec) loss of $0.34 per share, excluding non-recurring items, $0.16 better than the Capital IQ Consensus of ($0.50); revenues rose 33.1% year/year to $984.6 mln vs the $975.32 mln Capital IQ Consensus. 
• Gross profit was $238.6 million or 24.2% of total net revenue; Adjusted EBITDA was $(12.0) million or (1.2)% of total net revenue.
• The number of active customers in our Direct Retail business reached 8.3 million as of December 31, 2016, an increase of 53.9% year over year
• LTM net revenue per active customer was $395 as of December 31, 2016, an increase of 3.7% year over year
• Orders per customer, measured as LTM orders divided by active customers, was 1.70 for the fourth quarter, down from 1.71 year over year
• Repeat customers placed 58.0% of total orders in the fourth quarter of 2016, compared to 54.3% in the fourth quarter of 2015
• Repeat customers placed 2.7 million orders in the fourth quarter of 2016, an increase of 63.1% year over year
• Orders delivered in the fourth quarter of 2016 were 4.7 million, an increase of 52.8% year over year.

=Wayfair (W) reported earnings on Tue 8 Nov 2016 (b/o)

Wayfair beats by $0.05, beats on revs :

• Reports Q3 (Sep) loss of $0.54 per share, $0.05 better than the Capital IQ Consensus of ($0.59).
• Orders per customer, measured as LTM orders divided by active customers, was 1.69 for the third quarter of 2016, unchanged from the third quarter of 2015
• Repeat customers placed 56.9% of total orders in the third quarter of 2016, compared to 55.2% in the third quarter of 2015.
• Average order value was $244 for the third quarter of 2016, compared to $235 in the third quarter of 2015

Wayfair (W) reported earnings Tue 10 Nov 2015 (before open)

** charts after earnings **

 Wayfair reports smaller than expected adj. net loss, beats on revs :

• Reports Q3 (Sep) loss of $0.13 per share, excluding non-recurring items, $0.11 better than the Capital IQ Consensus of ($0.24); revenues rose 76.7% year/year to $594 mln vs the $523.35 mln Capital IQ Consensus. 
• Repeat customers placed 55.2% of total orders in the Third Quarter of 2015, compared to 49.8% in the Third Quarter of 2014
• Repeat customers placed 1.3 million orders in the Third Quarter of 2015, an increase of 96.0% year over year
• Orders delivered in the Third Quarter of 2015 were 2.3 million, an increase of 76.8% year over year
• Average order value was $235 for the Third Quarter 2015, an increase of 8.3% year over year
• "New customer growth and repeat customer growth continue to accelerate at a phenomenal pace as we enhance our offering and build greater brand awareness with consumers. We are well positioned to enter the holiday season with key improvements across assortment, merchandising and marketing - and look forward to further building our leadership position as the number one destination for home furnishings and dcor."