W 最新10-Q变化
将 W 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-04 与上一份 10-Q · 2026-04-30
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +58 | −24 | ~33 | 73 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +8 | 0 | ~1 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-04
•risks relating to achieving the anticipated benefits of strategic initiatives and investments in our technology and systems, including generative AI
•our ability to curate, market, grow and maintain strong brands and to grow our customer base;
Starting in early 2025, the U.S. government announced changes to U.S. trade policy affecting imported goods. Multiple nations have announced tariffs and other actions in response. While some trade deals have been reached and trade negotiations are
ongoing, overall the global trade environment remains fluid and highly uncertain. Despite this uncertainty, we believe the structural characteristics of our retail platform position us to capture incremental market share within a category, home goods, that is largely unbranded and highly substitutab…
Net cash provided by operating activities$360 $273 $308 $177
相对上期删除的文字 · 来源:10-Q · 2026-04-30
•our ability to increase our net revenue per active customer;
•our ability to curate, market, grow and maintain strong brands;
Starting in early 2025, the U.S. government announced changes to U.S. trade policy affecting imported goods. Multiple nations have announced tariffs and other actions in response. While some trade deals have been reached and trade negotiations are ongoing, overall the global trade environment remain…
Comparison of the three months ended March 31, 2026 and 2025
During the three months ended March 31, 2026, net revenue increased by $201 million, or 7.4%, compared to the same period in 2025, which reflects our ongoing execution of business initiatives amid persistent macroeconomic pressures on consumers. The increase in net revenue is due to higher average o…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-04
Aggregate number/dollar value of securities to be purchased or sold (1)
Niraj Shah, Chief Executive Officer, Co-Chairman and Co-Founder
Niraj Shah, Chief Executive Officer, Co-Chairman and Co-Founder
Up to $1,200,000 in value of shares to be sold and 50% of certain RSUs to be sold upon vesting
The “Aggregate number/dollar value of securities to be sold” represents the gross number or value of shares to be sold during the duration of the plan, and, to the extent applicable, before excluding any shares sold pursuant to the Company’s mandatory policies to cover necessary tax withholding obli…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议