W
Wayfair Inc. Class A
W · Wayfair Inc. Class A · Consumer Discretionary
Up next day
7/12
58%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±4.8%
typical swing on earnings
Price when beating
+1.7%
avg over 9 beats
Biggest single move
-9.2%
'24.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Good results usually push the stock up
Up the next day 6 of 9 beats (67%)
Moves in line with results — fairly predictable
Avg +1.7% on a beat, -3.7% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
+0.4%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 27Before open
'26.9 expectedEst. EPS $0.80
Quarter ended 6/2026
Reported 2026-08-04
Next-day move
-7.3%
After 5 days -11.1%
vs Consensus$0.92→$0.95+3.1% beat
Beat by +3.1% but stock -7.3%
EPS
$0.95
YoY +9%
Revenue
$3.5B
YoY +8%
Next-Q guidance
—
N/A
Price around earnings
vs market -7.1%p+79% run-up before
Earnings trend · last 12 quarters
EPS$0.95YoY +9%
'23.9'26.6
Revenue$3.5BYoY +8%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
7x58%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 7 of 12q (58%)
Community · W
What do you think of this stock's earnings pattern?
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