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Form 8-K · Current Report · Filed 2025-10-28

Wayfair Announces Q3 2025 Financial Results

Wayfair Inc. reported financial results for Q3 2025, showing total net revenue of $3.1 billion, an 8.1% increase year-over-year. The company achieved a gross profit of $934 million, representing a 30.0% gross profit margin. Despite a net loss of $99 million, Wayfair's non-GAAP Adjusted EBITDA reached $208 million. Key highlights include a 5.4% increase in orders delivered and a 6.1% increase in LTM net revenue per active customer. The company also saw a substantial increase in Adjusted EBITDA margin to 6.7%, the highest level outside of the pandemic period.

Filer
Wayfair Inc. W · NYSE
Filed
Accession
0001616707-25-000125
CIK
0001616707
Signal
Low impactConsumer Cyclical

Items reported

Item 2.02

Results of Operations and Financial Condition

General Statement
Item 9.01

Financial Statements and Exhibits

Exhibits Furnished

Market reaction

Close before filing

$86.45

Next session

+19.9%

Since filing

-1.8%

Latest close

$84.90

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Precedent

Previous filings from W reporting the same item, with the next session's move:

Exhibits (1)

About Wayfair Inc.

Wayfair Inc. is an e-commerce company specializing in the sale of home goods and furnishings. Primarily functioning as an online retail platform, Wayfair offers a vast array of products encompassing furniture, decor, kitchenware, and lighting. It operates through several brand websites, including Wayfair.com, Joss & Main, AllModern, Birch Lane, and Perigold, each catering to different style preferences and price points. Wayfair's business model prioritizes a seamless shopping experience, leveraging advanced logistics and data-driven insights to manage its extensive inventory and optimize delivery speed. Serving a diverse customer base, from individual shoppers to interior design professionals, Wayfair plays a significant role in the home furnishings market. The company's innovative use of technology, such as augmented reality (AR) features and machine learning, sets it apart, enabling customers to visualize products in their own spaces before purchasing. Wayfair's position in the market highlights the dynamic shift towards online shopping within the home goods sector, impacting traditional retail channels and influencing consumer purchasing behavior across the United States and beyond.

Exchange NYSE Industry Internet Retail Company website ↗

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