Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and …
Full W analysis →
Wayfair Inc. ranks #19 of 43
scored companies in Internet Retail by moat score — the top 44%.
The widest moat in the group is PDD Holdings Inc. (PDD)
at 77/100.
Moat scores for companies ranked near W in Internet Retail
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 60
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 73
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 43
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 26
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 52
· 15% of the moat score
Scale matters only when it converts into economics.
Wayfair Inc. (W) scores 48 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #19 of 43 scored companies in Internet Retail, the top 44%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 42 companies in Internet Retail. Its strongest defense is Customer Stickiness (73/100) and its weakest is Resilience (26/100).
How does Wayfair Inc. compare with other Internet Retail companies?
Wayfair Inc. ranks #19 of 43 scored companies in Internet Retail by moat score. The widest moat in Internet Retail is PDD Holdings Inc. (PDD) at 77/100. The companies ranked closest are Coupang, Inc. (CPNG) at 52 just above it and Natural Health Trends Corp. - C (NHTC) at 47 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 42 companies in Internet Retail. The defenses are then weighted to produce the overall score out of 100.
Why is Wayfair Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Wayfair Inc.?
The Corporate Default template measures 6 defenses, and W scores: Pricing Power (38), Cost Advantage (60), Customer Stickiness (73), Capital Efficiency (43), Resilience (26), Scale & Market Position (52). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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