Wayfair Inc. (W)

Online home goods retailer with its own logistics. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 19, 2026. Ranked 14 of the 161 Consumer Cyclical companies read so far, by the share within reach now.

Wayfair states approximately 12,800 employees at December 31, 2025 (11,800 full-time equivalents), over 2,000 of them in customer service, with contractors and temporary personnel in its logistics network apart, so the counted service staff take business support services (a) and the retail organization and the fulfillment network are split by description (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 26% now, 31% at the end of 2027, 33% at the end of 2028, 33% at the end of 2030. By the patterns, the work is about 33% desk work, 18% people work and 48% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 66% of the working time stays with people (conversation, in-person and hands-on work), 20% becomes checking a model's work and 12% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

12,800 employees as of December 31, 2025 (stated). The filing counts no employees by country; the U.S. segment is 88% of revenue and the International segment (Canada, the U.K., Ireland) 12%.

The filing: “We believe we have a good relationship with our employees, which includes approximately 12,800 employees, of whom approximately 11,800 were full-time equivalents, as of December 31, 2025.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 12,800 employees, about 11,800 full-time equivalents; over 2,000 full-time customer service employees; independent contractors and temporary personnel supplement the logistics network; no employee is represented by a union; the count fell from 16,681 in 2021.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Furniture and Home Furnishings Retailers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Williams-Sonoma, Inc. (WSM, 19,800 employees)24% now, 31% by 2028
• Rh (RH, 7,230 employees)19% now, 25% by 2028

What the filing says about AI

31 sentences in the filing name AI. The filing says it uses AI in its business and names the risks of managing that use, and describes AI-enabled tools supplementing its customer service employees for the efficient resolution of common inquiries.

• “All statements other than statements of historical fact contained in this Annual Report on Form 10-K are forward looking statements, including statements regarding our investment plans and anticipated returns on those investments; our plans for growth, including customer growth; our future results of operations and financial position ; available liquidity and access to financing sources; antici...”
• “We use artificial intelligence in our business, and challenges with properly managing its use could result in reputational harm, competitive harm, and legal liability, and adversely affect our results of operations.”
• “Our global customer service locations are staffed with over 2,000 full-time highly-trained sales and service employees, supplemented by artificial intelligence ("AI")-enabled tools to support the efficient resolution of common customer inquiries.”
• “Our Growth Strategy Our goal is to further increase our leadership in the home goods market by pursuing the following key strategies: continue to build our brands by delighting our customers; increase repeat purchases from existing customers and acquire new customers; invest in technology, including AI, to further improve our customer and supplier experiences; continue to execute our omni-chann...”
• “We use personalization, including AI-enabled tools, to create a more engaging consumer experience and we allow customers to create looks they love with tools such as our Room Ideas.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20236median 1
• Fiscal 202411median 4
• Fiscal 202531median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Independent contractors and temporary personnel in the logistics network are not counted (rule 8).
• No count by kind of work beyond the 2,000 customer service employees: the rest is by description (c).
• The U.S. share is not stated; the data service's geography table is a segment table.

Source: the company's annual report on EDGAR, accession 0001616707-26-000027, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.