Wayfair (W) Leases (2019 - 2026)
Wayfair (W) reported Leases of $741.0 million for Q1 2026, down 18.75% year-over-year from $912.0 million in Q1 2025, and down 14.04% on a QoQ basis from $862.0 million in Q4 2025.
Wayfair (W) has 8 years of Leases data on file, last reported at $741.0 million in Q1 2026.
- Quarterly Leases fell 18.75% year-over-year to $741.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $741.0 million (down 18.75% YoY) and the FY2025 annual result came in at $862.0 million, down 6.81% from the prior year.
- Leases fell to $741.0 million in Q1 2026 per W's latest filing, from $862.0 million in the prior quarter.
- Across five years, Leases topped out at $925.0 million in Q4 2024 and bottomed at $741.0 million in Q1 2026.
- The 5-year median for Leases is $854.0 million (2025), against an average of $849.5 million.
- The widest annual swing landed in 2024, when Leases advanced 14.14%; it then fell 18.75% in 2026.
- Tracing W's Leases over 5 years: stood at $839.0 million in 2022, then declined by 2.26% to $820.0 million in 2023, then climbed by 12.8% to $925.0 million in 2024, then decreased by 6.81% to $862.0 million in 2025, then slipped by 14.04% to $741.0 million in 2026.
- Per Business Quant, the three latest W Leases figures stand at $741.0 million (Q1 2026), $862.0 million (Q4 2025), and $854.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Leases (Qtr) |
|---|---|---|---|---|---|
| 1 | Amazon Com | 2,861.08 Bn | 2,717.99 Bn | 171.21 Bn | 88.74 Bn |
| 2 | Alibaba Group Holding | 348.49 Bn | 315.38 Bn | 12.18 Bn | 6.57 Bn |
| 3 | Mercadolibre | 84.38 Bn | 78.73 Bn | 3.86 Bn | 2.40 Bn |
| 4 | DoorDash | 69.78 Bn | 64.91 Bn | 2.04 Bn | 437.00 Mn |
| 5 | Ebay | 51.86 Bn | 48.00 Bn | 2.29 Bn | 446.00 Mn |
| 6 | Coupang | 29.42 Bn | 29.33 Bn | 2.30 Bn | 2.84 Bn |
| 7 | Maplebear | 9.86 Bn | 9.17 Bn | 738.00 Mn | 28.00 Mn |
| 8 | Wayfair | 8.79 Bn | 7.72 Bn | 880.00 Mn | 741.00 Mn |
| 9 | Chewy | 8.58 Bn | 7.71 Bn | 959.70 Mn | 467.90 Mn |
| 10 | Etsy | 6.00 Bn | 4.58 Bn | 455.60 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 741.00 Mn |
| Dec 31, 2025 | 862.00 Mn |
| Sep 30, 2025 | 854.00 Mn |
| Jun 30, 2025 | 868.00 Mn |
| Mar 31, 2025 | 912.00 Mn |
| Dec 31, 2024 | 925.00 Mn |
| Sep 30, 2024 | 888.00 Mn |
| Jun 30, 2024 | 880.00 Mn |
| Mar 31, 2024 | 887.00 Mn |
| Dec 31, 2023 | 820.00 Mn |
| Sep 30, 2023 | 778.00 Mn |
| Jun 30, 2023 | 806.00 Mn |
| Mar 31, 2023 | 809.00 Mn |
| Dec 31, 2022 | 839.00 Mn |
| Sep 30, 2022 | 852.00 Mn |
| Jun 30, 2022 | 876.00 Mn |
| Mar 31, 2022 | 844.00 Mn |
| Dec 31, 2021 | 849.00 Mn |
| Sep 30, 2021 | 816.95 Mn |
| Jun 30, 2021 | 842.67 Mn |
| Mar 31, 2021 | 858.30 Mn |
| Dec 31, 2020 | 808.00 Mn |
| Sep 30, 2020 | 802.37 Mn |
| Jun 30, 2020 | 802.46 Mn |
| Mar 31, 2020 | 780.12 Mn |
| Dec 31, 2019 | 763.40 Mn |
| Sep 30, 2019 | 756.72 Mn |
| Jun 30, 2019 | 630.73 Mn |
| Mar 31, 2019 | 552.03 Mn |