Wayfair (W) Operating Leases (2019 - 2026)
Wayfair's (W) quarterly Operating Leases came in at $680.0 million in Q2 2026, down 21.75% year-over-year from $869.0 million in Q2 2025, and down 3.41% quarter-over-quarter from $704.0 million in Q1 2026.
Wayfair (W) Operating Leases (2019 - 2026) Analysis & Trends
Wayfair (W) has reported Operating Leases for 8 consecutive years, with $680.0 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Operating Leases fell 21.75% year-over-year to $680.0 million in Q2 2026; TTM through Jun 2026 was $680.0 million, a 21.75% decrease from a year earlier, with the FY2025 full-year figure at $835.0 million, down 24.3% from the prior year.
- Operating Leases was $680.0 million for Q2 2026 at Wayfair, down from $704.0 million in the prior quarter.
- Over five years, Operating Leases peaked at $1.1 billion in Q4 2024 and troughed at $680.0 million in Q2 2026.
- A 5-year average of $885.6 million and a median of $882.5 million in 2022 frame the typical range for Operating Leases.
- Across the five-year window, Operating Leases gained 10.85% in 2024 and decreased 24.3% in 2025, its largest moves.
- Over 5 years, Operating Leases stood at $1.0 billion in 2022, then dropped by 2.26% to $995.0 million in 2023, then grew by 10.85% to $1.1 billion in 2024, then declined by 24.3% to $835.0 million in 2025, then fell by 18.56% to $680.0 million in 2026.
- The last three Operating Leases figures came in at $680.0 million (Q2 2026), $704.0 million (Q1 2026), and $835.0 million (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Amazon Com | 2,735.76 Bn | 2,612.77 Bn | 198.88 Bn |
| 2 | JD.com | 32.66 Bn | 9.40 Bn | 16.50 Bn |
| 3 | Coupang | 25.61 Bn | 19.50 Bn | 2.49 Bn |
| 4 | Wayfair | 13.93 Bn | 12.79 Bn | 1.05 Bn |
| 5 | GigaCloud Technology | 3.80 Bn | 3.42 Bn | 105.56 Mn |
| 6 | Pattern | 3.04 Bn | 2.69 Bn | 384.36 Mn |
| 7 | Yunji | 1.88 Bn | 1.86 Bn | - |
| 8 | Revolve | 1.47 Bn | 1.13 Bn | 196.67 Mn |
| 9 | ATRenew | 632.36 Mn | 371.23 Mn | -705.59 Mn |
| 10 | Stitch Fix | 398.30 Mn | 211.49 Mn | 148.84 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 680.00 Mn |
| Mar 31, 2026 | 704.00 Mn |
| Dec 31, 2025 | 835.00 Mn |
| Sep 30, 2025 | 857.00 Mn |
| Jun 30, 2025 | 869.00 Mn |
| Mar 31, 2025 | 914.00 Mn |
| Dec 31, 2024 | 1.10 Bn |
| Sep 30, 2024 | 884.00 Mn |
| Jun 30, 2024 | 893.00 Mn |
| Mar 31, 2024 | 905.00 Mn |
| Dec 31, 2023 | 995.00 Mn |
| Sep 30, 2023 | 827.00 Mn |
| Jun 30, 2023 | 861.00 Mn |
| Mar 31, 2023 | 867.00 Mn |
| Dec 31, 2022 | 1.02 Bn |
| Sep 30, 2022 | 909.00 Mn |
| Jun 30, 2022 | 939.00 Mn |
| Mar 31, 2022 | 881.00 Mn |
| Dec 31, 2021 | 1.00 Bn |
| Sep 30, 2021 | 867.60 Mn |
Wayfair Operating Leases API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=operating-leases&ticker=W&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-leases", "ticker": "W", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=operating-leases&ticker=W&period=max&api_key=YOUR_API_KEY");
const data = await res.json();