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Wayfair W

Wayfair reports Q3 2026 results with 9.7% revenue growth

Item 2.02 Reports results

Form
8-K
Filed
Importance
Major
  1. Q3 net revenue of $3.4 billion, up 9.7% year over year
  2. U.S. net revenue increased 11.4% to $3.0 billion
  3. Net income of $62 million and Non-GAAP Adjusted EBITDA of $236 million
  4. Active customers reached 22.2 million, up 4.7% year over year

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The reading, claim by claim

  1. Under Item 2.02, it says it issued a press release that day announcing financial results for the quarter ended September 30, 2026, furnished as Exhibit 99.1.
  2. The item says the information is not deemed 'filed' for purposes of Section 18 of the Exchange Act.
  3. The report is signed by Andrew Oliver, Deputy General Counsel and Assistant Secretary, and dated November 4, 2026.
  4. The press release reports total net revenue of $3.4 billion, up 9.7% year over year, and U.S. net revenue of $3.0 billion, up 11.4%.
  5. International net revenue was $380 million, down 2.3%.
  6. Gross profit was $1,012 million, or 29.6% of total net revenue.
  7. Net income was $62 million and diluted earnings per share was $0.45.
  8. The release's table (in millions) shows a net loss of $99 million and diluted loss per share of $(0.76) for the three months ended September 30, 2025.
  9. Net cash provided by operating activities was $198 million, and Non-GAAP Free Cash Flow was $136 million.
  10. Active customers were 22.2 million as of September 30, 2026, up 4.7% year over year.
  11. Orders delivered were 11.0 million, and average order value was $311.
  12. In its 10-Q for the quarter ended September 30, 2026, Wayfair reported revenue of $3.4 billion and net income of $62.0 million.

12 of 13 claims matched the filing text.

Not found in the filing text

  • Non-GAAP Adjusted EBITDA was $236 million.

From the filing

Item 2.02. Results of Operations and Financial Condition.

Item 2.02. Results of Operations and Financial Condition.

On November 4, 2026 Wayfair Inc. ("Wayfair" or the "Company") issued a press release announcing its financial results for the quarter ended September 30, 2026.1 1A copy of the press release is furnished as Exhibit 99.11 and is incorporated herein by reference.

The information furnished in this Item 2.02 (including Exhibit 99.1) shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 19342, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly provided by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No. Description

99.1 Press Release issued on November 4 , 2026

104 Cover Page Interactive Data File (embedded within Inline XBRL document)

2

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

WAYFAIR INC.

Date: November 4, 2026 /s/ ANDREW OLIVER3

Andrew Oliver

Deputy General Counsel and Assistant Secretary3

3

Wayfair Announces Third Quarter 2026 Results,

Reports Double Digit U.S. Revenue Growth

Q3 Net Revenue of $3.4 billion with 22.2 million Active Customers

BOSTON, MA — November 4, 2026 — Wayfair Inc. ("Wayfair," "we," or "our") (NYSE: W), the destination for all things home, today reported financial results for its third quarter ended September 30, 2026.

Third Quarter 2026 Financial Highlights

• Total net revenue of $3.4 billion, increased $303 million, up 9.7% year over year4 • U.S. net revenue of $3.0 billion, increased $312 million, up 11.4% year over year4 • International net revenue of $380 million, decreased $9 million, down 2.3% year over year.5 International Net Revenue Constant Currency Growth was (1.8)% • Gross profit was $1,012 million, or 29.6% of total net revenue.6 Non-GAAP Contribution Profit was $550 million, or 16.1% of net revenue

• Net income was $62 million and Non-GAAP Adjusted EBITDA was $236 million7

• Diluted earnings per share was $0.457 and Non-GAAP Adjusted Diluted Earnings per Share was $0.93

• Net cash provided by operating activities was $198 million and Non-GAAP Free Cash Flow was $136 million9

• Cash, cash equivalents and short-term investments totaled $1.1 billion and total liquidity was $1.5 billion, including availability under our revolving credit facility

"Q3 was our strongest quarter of growth in the post-pandemic period, with total net revenue up 9.7% year-over-year and our U.S. business growing over 11%. That growth flowed through nicely to the bottom line, with an Adjusted EBITDA Margin of 6.9%, our best Q3 result since 2020," said Niraj Shah, CEO, co-founder and co-chairman, Wayfair.

"At the start of this year, we told you we expected to take share in the U.S. at a pace we had not seen in several years. With U.S. revenue growing double digits against a roughly flat category here in Q3, we've done exactly that. That growth was driven by orders, which were up 12% year-over-year, and active customers up more than 4%. The momentum we have on orders and customers give us confidence that our share gains are structural, and we are still in the early innings."

Other Third Quarter Highlights

• Active customers totaled 22.2 million as of September 30, 2026, an increase of 4.7% year over year10 • LTM net revenue per active customer was $596 as of September 30, 2026, an increase of 3.1% year over year • Orders per customer, measured as LTM orders delivered divided by active customers, was 1.90 for the third quarter of 2026, compared to 1.87 for the third quarter of 2025 • Orders delivered in the third quarter of 2026 were 11.0 million11, an increase of 12.2% year over year • Repeat customers placed 80.0% of total orders delivered in the third quarter of 2026, compared to 80.1% in the third quarter of 2025 • Repeat customers placed 8.8 million orders in the third quarter of 2026, an increase of 11.4% year over year • Average order value was $311 in the third quarter of 202611, compared to $317 in the third quarter of 2025 • 64.4% of total orders delivered were placed via a mobile device in the third quarter of 2026, compared to 63.0% in the third quarter of 2025

1

Key Financial Statement and Operating Metrics

Three Months Ended September 30, Nine Months Ended September 30,

2026 2025 2026 2025

(in millions, except LTM net revenue per active customer, average order value and per share data)12

Key Financial Statement Metrics:12

Net revenue $ 3,42012 $ 3,117 $ 9,870 $ 9,120 Gross profit $ 1,012 $ 934 $ 2,946 $ 2,755 Income (loss) from operations $ 106 $ 38 $ 199 $ (67) Net income (loss) $ 62 $ (99) $ (44) $ (197)8

Earnings (loss) per share

Basic $ 0.45 $ (0.76) $ (0.33) $ (1.54) Diluted $ 0.45 $ (0.76) $ (0.33) $ (1.54)8 Net cash provided by operating activities $ 198 $ 155 $ 506 $ 332

Key Operating Metrics:

Active customers (1)

22.2 21.2 22.2 21.2

LTM net revenue per active customer (2)

$ 596 $ 578 $ 596 $ 578

Orders delivered (3)

11.0 9.8 31.0 28.9

Average order value (4)

$ 311 $ 317 $ 318 $ 315 Non-GAAP Financial Measures: Adjusted Gross Profit $ 1,013 $ 937 $ 2,950 $ 2,762 Contribution Profit $ 550 $ 493 $ 1,529 $ 1,381 Adjusted EBITDA $ 236 $ 208 $ 629 $ 519 Free Cash Flow $ 136 $ 93 $ 331 $ 184 Adjusted Diluted Earnings per Share $ 0.93 $ 0.70 $ 2.14 $ 1.73

(1) The number of active customers represents the total number of individual customers who have purchased at least once directly from our sites during the preceding twelve-month period. The change in active customers in a reported period captures both the inflow of new customers as well as the outflow of existing customers who have not made a purchase in the last twelve months. We view the number of active customers as a key indicator of our growth.

(2) Last twelve months ("LTM") net revenue per active customer represents our total net revenue in the last twelve months divided by our total number of active customers for the same preceding twelve-month period. We view LTM net revenue per active customer as a key indicator of our customers' purchasing patterns, including their initial and repeat purchase behavior.

(3) Orders delivered represent the total orders delivered in any period, inclusive of orders that may eventually be returned. As we ship a large volume of packages through multiple carriers, actual delivery dates may not always be available; in those cases, we estimate delivery dates using historical data. We recognize net revenue when an order i

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Data on this page was fetched . The filing on SEC.gov is the record.