Wayfair W
NYSE W
$104.95 +2.49 (+2.43%)
As of: Sep 21, 2026 · 3:59 PM EDT

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.

Analysis

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 Set

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

Historic Data

Download Data
DateValue
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
API Access

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