Wayfair sales climb in third quarter to $3.42 billion
Key points
- Wayfair reported third-quarter 2026 net income of $62 million, reversing a $99 million loss a year earlier.
- Adjusted earnings reached $0.93 per share, exceeding analysts' $0.83 estimate, while revenue of $3.42 billion surpassed the $3.37 billion forecast.
- Wayfair's U.S. sales increased more than 11%, while its active customer base grew to 22.2 million as the company expanded its home goods business.
Wayfair (NYSE:W) reported third-quarter 2026 net income of $62 million, reversing a $99 million loss, as revenue reached $3.42 billion.
Adjusted earnings increased to $0.93 per share from $0.70, exceeding the $0.83 consensus estimate from nine analysts surveyed by Zacks.
Revenue increased approximately 9.7% from $3.12 billion a year earlier, exceeding analysts' $3.37 billion forecast, while GAAP earnings reached $0.45 per share.
U.S. revenue increased more than 11% to approximately $3 billion, while international revenue declined 2.3% during the quarter.
Wayfair continued expanding its online and physical retail operations, with management reporting higher customer activity and order volumes.
Active customers increased 4.7% to 22.2 million, while delivered orders rose 12.2% and repeat customers accounted for approximately 80% of orders.
The company operates online home furnishings platforms and physical retail stores, with its second-quarter revenue previously reaching $3.52 billion.
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