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Stocks / Retail

WRetail

Wayfair Inc.
$113.141d -2.4%5d +0.1%settled close · 2026-11-02

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Get what investors say about W next

1 investor call on W in the last 90 days (1 bullish, 0 bearish). Follow W free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.

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Mkt cap $15B (11/2)β 2.8952w $57–120Shares 108.8MInd. Retail-Catalog & Mail-Order HousesNYSE since 2014Emp. 12,800HQ Boston, MAwayfair.com
The tape, with the calls on it

Who said what, and what W did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides
Who’s talkingIdea Scout · free

Who’s talking about W

1 longlatest 2026-10-19
DateVoiceStanceVenueThesis
2026-10-19Simeon GutmanRetail equity research analyst, Morgan StanleyBullishCNBC (uncut)COVID-era furniture purchases are now wearing out and being replaced, creating a durable replacement-cycle…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
Earnings

Next report: 4 Nov 2026 before the open

Confirmed date · consensus EPS 0.80. Reactions below are the next settled session over the prior close.
The options tape

Notable options days

Sessions in the last 120 where W’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-10-15
2026-09-23
2026-08-04
2026-08-03
2026-06-24
2026-06-15
2026-05-14
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Follow W and its tape leads The Brief, the free morning email, every trading day. Get The Brief — free →
The Wheel · put-selling

W on the Wheel

W is not in our put test yet; you can still add it to your Wheel and see its puts.

The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.

Decision support, not advice · questions put sellers ask us

Idea Scout

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