Wayfair (NYSE:W), the Boston-based online furniture giant, reported fourth-quarter results that handily cleared Wall Street’s expectations, fueled by a resurgence in repeat customer orders and market share gains that offset a broader industry slump.
The company posted an adjusted profit of 85 cents per share, significantly outperforming the 64-cent average estimate of 12 analysts surveyed by Zacks Investment Research.
Revenue for the period rose to $3.34 billion, marking a 6.9% increase from the prior year and surpassing the $3.29 billion forecast.
Despite a net loss of $116 million on a GAAP basis, the results highlight Wayfair’s aggressive push toward sustainable profitability through cost-cutting and logistics optimization.
For the full year 2025, the retailer reported total revenue of $12.46 billion and narrowed its annual net loss to $313 million.
The company also reported that average order values rose to $301, signaling that consumers are returning to big-ticket home purchases despite lingering macroeconomic headwinds.