SEP 16·SEC EDGARLow
Conine Steven sold $7.1M of W
Conine Steven sold 69,000 shares of Wayfair Inc. (W) at an average of $103.36 ($98.32–$106.09, $7.13M total) across 9 trades on 2026-09-14 under a Rule 10b5-1 trading plan.
StockNYSE · US · USDConsumer Cyclical · Internet Retail
$W
Wayfair Inc.
AlphAI earnings readsecond quarter 2026 · AUG 4Wayfair Announces Second Quarter 2026 Results, Reports Strongest Free Cash Flow Since 2020Verdict: strongRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $Wvia TradingView
AI sentiment · 7d1 articles
- Bullish
- 0
- Neutral
- 1
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $15.0M 19 txs
Shah Niraj9× · $7.1M
10b5-1 share of filings100%
Top stories · $WMore →
SEP 16·SEC EDGAR
Shah Niraj sold $7.1M of W
Shah Niraj (Chief Executive Officer) sold 69,000 shares of Wayfair Inc. (W) at an average of $103.35 ($98.27–$106.09, $7.13M total) across 9 trades on 2026-09-14 under a Rule 10b5-1 trading plan.
SEP 10·SEC EDGAR
Blotner Jon sold $698K of W
Blotner Jon (Pres., Commercial & Operations) sold 6,968 shares of Wayfair Inc. (W) at $100.22 ($0.70M total) on 2026-09-08 under a Rule 10b5-1 trading plan.
W sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 1 news story mentioning W (Wayfair Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent W coverage spans earnings, insider activity and financial news.
In the last 30 days, W insiders filed 19 SEC Form 4 transactions — no purchases and 19 sales ($15.0M). The most active reporter was Shah Niraj, Chief Executive Officer, with 9 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving W
The insider sale may signal reduced confidence, but the size is modest relative to Wayfair's market cap.
Large insider sell may pressure stock short term.
The insider sale may signal modest downside pressure on Wayfair stock.
Guidance upgrade suggests stronger near‑term revenue growth, potentially supporting the stock price.
Strong top‑line beat drives bullish sentiment.
AlphAI scores every news story that mentions W with an AI model for sentiment and relevance, and aggregates insider trades from Wayfair Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $W
Score
Conine Steven sold $7.1M of W
Conine Steven sold 69,000 shares of Wayfair Inc. (W) at an average of $103.36 ($98.32–$106.09, $7.13M total) across 9 trades on 2026-09-14 under a Rule 10b5-1 trading plan.
1 min readShah Niraj sold $7.1M of W
Shah Niraj (Chief Executive Officer) sold 69,000 shares of Wayfair Inc. (W) at an average of $103.35 ($98.27–$106.09, $7.13M total) across 9 trades on 2026-09-14 under a Rule 10b5-1 trading plan.
1 min readBlotner Jon sold $698K of W
Blotner Jon (Pres., Commercial & Operations) sold 6,968 shares of Wayfair Inc. (W) at $100.22 ($0.70M total) on 2026-09-08 under a Rule 10b5-1 trading plan.
1 min readWayfair at Goldman Sachs conference: growth bets hinge on share gains
Wayfair outlined its growth strategy at the Goldman Sachs conference, focusing on technology, stores, and customer programs. The company reported revenue growth from $1B in 2014 to $12.5B in 2024, with Q3 2025 guidance for high single-digit growth. Management emphasized share gains in a flat category, leveraging a large logistics network and AI investments. Key drivers include stores, loyalty, and logistics, with a focus on free cash flow per share. Wayfair's market cap is $13.81B, and it trades
2 min read
Spotting Winners: Amazon (NASDAQ:AMZN) And Online Retail Stocks In Q2
Amazon (AMZN) is down 19% since reporting Q2 results. Coupang (CPNG) reported $8.86B revenue, up 3.9% YoY, missing expectations. Wayfair (W) reported $3.52B revenue, up 7.5% YoY, beating estimates. Carvana (CVNA) reported $7.38B revenue, up 52.4% YoY, with mixed results. Market focus has shifted from AI to geopolitics and back to fundamentals.
2 min readIs Wayfair’s Expanding Store Footprint Quietly Reshaping Its Omnichannel Investment Story (W)?
Wayfair Inc. plans to open its 10th U.S. store in Altamonte Springs, Florida, by 2028, expanding its physical footprint. The company believes this will attract new customers and improve its omnichannel strategy. Wayfair's Q2 2026 revenue was $3,519 million, with EBITDA beating expectations, but it remains unprofitable. Analysts have varying revenue and earnings projections for 2029, with estimates ranging from $14.9 billion to $11.3 billion and $382.9 million to $222.1 million in earnings.
2 min read
Wayfair's 10th Store Coming to Altamonte Springs, Florida
Wayfair plans to open its 10th physical store in Altamonte Springs, Florida, by 2028. The 85,000-square-foot store is part of the company's retail expansion, integrating physical and digital shopping experiences. Wayfair's first store in Illinois saw a 15% sales growth in the region. The company has reported four consecutive quarters of positive revenue growth by mid-2026.
2 min read
Q2 Earnings Highs And Lows: Wayfair (NYSE:W) Vs The Rest Of The Online Retail Stocks
Coupang (NYSE:CPNG) reported Q2 revenue of $8.86B, up 3.9% YoY, missing estimates by 2.2%. Carvana (NYSE:CVNA) reported $7.38B revenue, up 52.4% YoY, beating estimates by 7.7%. Amazon (NASDAQ:AMZN) reported $200.6B revenue, up 19.6% YoY, beating estimates by 2%.
3 min readWayfair (W) Plans Its 10th Store, Is The Upside Already Priced In?
Wayfair (W) plans to open its 10th physical store in Florida by 2028, expanding its omnichannel strategy. The stock has seen recent gains, with a 30-day return of 22.21% and a 90-day return of 42.92%, but a 5-year total return down 62.07%. Analysts debate its valuation, with one model suggesting it's 13.1% overvalued at $103.76, while another indicates a 49.4% discount to a fair value of $204.92. Investors weigh risks like ongoing losses and high spending.
2 min read
Q2 Online Retail Earnings Review: First Prize Goes to Revolve (NYSE:RVLV)
Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating estimates by 1.4%. Amazon (AMZN) saw $200.6B revenue, up 19.6%, beating estimates by 2%. Coupang (CPNG) reported $8.86B revenue, up 3.9%, missing estimates by 2.2%. Carvana (CVNA) reported $7.38B revenue, up 52.4%, beating estimates by 7.7%. Wayfair (W) reported $3.52B revenue, up 7.5%, beating estimates by 1.4%.
3 min read