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Wayfair (GB:0A4A)
LSE:0A4A
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.47Same Quarter Last Year
Moderate Buy
Based on 28 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 12.65%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted Wayfair's strategic growth in the U.S. market, significant improvements in supplier advertising and cost efficiency, and a solid financial position. However, challenges remain with flat revenue growth, negative free cash flow, and temporary margin pressures from CastleGate. The company's strategic initiatives and strong financial footing suggest resilience in navigating current market conditions.Company Guidance
During the Wayfair First Quarter 2025 Earnings Release and Conference Call, the company provided guidance for the second quarter of 2025, indicating an expected gross margin range of 30% to 31%, customer service and merchant fees just below 4%, and advertising expenses between 12% and 13%. Selling, operations, technology, general, and administrative expenses are projected to be between $360 million and $370 million. With an assumption of flat net revenue year-over-year, Wayfair anticipates an adjusted EBITDA margin of 4% to 5%. The company also expects equity-based compensation and related taxes of approximately $70 million to $90 million, depreciation and amortization of $75 million to $80 million, net interest expense of around $30 million, and capital expenditures in the range of $60 million to $70 million.U.S. Business Growth Amidst Market Contraction
Year-over-year growth, excluding Germany, came in positively at 1%, driven by the U.S. business up 1.6% against a contracting market.
Supplier Advertising Business Expansion
Supplier advertising business grew by more than 50% in 2024 to over 150 basis points of revenue penetration, with a roadmap to reach 300 to 400 basis points.
Strong Financial Position
Wayfair issued a $700 million high-yield bond and refinanced its revolving credit facility, reducing 2025 and 2026 maturities and maintaining a healthy cash position with $1.4 billion in cash and $1.8 billion in total liquidity.
Significant Cost Efficiency Improvements
SOTG&A expenses were down by $50 million compared to the previous year, reflecting the company's cost efficiency efforts.
Positive Adjusted EBITDA
Generated $106 million of adjusted EBITDA in the first quarter, with a 3.9% margin on net revenue.
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GB:0A4A Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GB:0A4A Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $29.55 | $31.01 | +4.94% |
| Feb 20, 2025 | $46.89 | $46.00 | -1.89% |
| Nov 01, 2024 | $42.38 | $39.73 | -6.25% |
| Aug 01, 2024 | $54.72 | $49.90 | -8.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Wayfair (GB:0A4A) report earnings?
Wayfair (GB:0A4A) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Wayfair (GB:0A4A) earnings time?
Wayfair (GB:0A4A) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Wayfair stock?
The P/E ratio of Wayfair is N/A.
What is GB:0A4A EPS forecast?
GB:0A4A EPS forecast for the fiscal quarter 2025 (Q2) is 0.31.
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