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Wayfair vs Chewy: W and CHWY compared
Wayfair is the larger company: $3.4B of revenue in its latest quarter (Q3 2026) against $3.3B for Chewy (Q2 FY27). Wayfair is growing faster (+10% against +7% a year earlier). Wayfair is more profitable, with an operating margin of 3.1% against 2.8%.
Where the money goes: W and CHWY
Wayfair (W) · Q3 2026
Wayfair, Q3 2026: revenue $3.4B (+10% year over year), operating margin 3.1%, net earnings $62.0M, operating cash flow $198M. The chart follows the revenue to costs, profit and cash.
Chewy (CHWY) · Q2 FY27
Chewy, Q2 FY27: revenue $3.3B (+7% year over year), operating margin 2.8%, net earnings $80.5M, operating cash flow $137M. The chart follows the revenue to costs, profit and cash.
| Wayfair (W) | Chewy (CHWY) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 FY27 |
| Revenue | $3.4B | $3.3B |
| Revenue growth, Y/Y | +10% | +7% |
| Gross margin | 29.6% | 30.4% |
| Operating margin | 3.1% | 2.8% |
| Net earnings | $62.0M | $80.5M |
| Net margin | 1.8% | 2.4% |
| Operating cash flow | $198M | $137M |
| Free cash flow | $136M | $89.5M |
| Market value | $15.6B | $9.2B |
| P/E | — | 33.7× |
| Analysts’ mean target | $132.66 | $28.64 |
Where the revenue comes from
Wayfair
- U.S.: $3.0B (89%)
- International: $380M (11%)
Questions
Which is bigger, Wayfair or Chewy?
Wayfair is the larger company: $3.4B of revenue in its latest quarter (Q3 2026) against $3.3B for Chewy (Q2 FY27).
Is Wayfair or Chewy growing faster?
Wayfair is growing faster (+10% against +7% a year earlier).
Which is more profitable, Wayfair or Chewy?
Wayfair is more profitable, with an operating margin of 3.1% against 2.8%.
More: Wayfair earnings · how Wayfair makes money · Chewy earnings · how Chewy makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Sep 9, 2026). Fiscal quarters can end on different dates. Not investment advice.