Wayfair Q2 Results and Q3 Outlook
On April 8, 2026, Wayfair Inc released its second‑quarter 2026 earnings, reporting earnings per share of $0.95, which surpassed the analyst consensus estimate of $0.87. Total revenue increased 7.5% year‑over‑year to $3.52 billion, exceeding the $3.45 billion consensus. U.S. net revenue grew 8.7% YoY to $3.1 billion, an increase of $251 million, while international net revenue declined 1.3% YoY to $394 million, down $5 million.
Co‑founder and chief executive Niraj Shah said that Q2 featured a 6% rise in orders, describing it as the strongest sequential growth in a Q2 since 2020. He noted that specialty retail brands posted nearly 20% growth and the Perigold segment expanded by more than 35% during the quarter. Active customers reached 21.7 million as of June 30, up 3.3% YoY, and trailing‑twelve‑month net revenue per active customer rose 4.2% to $596. Orders per customer increased slightly to 1.89 from 1.86 a year earlier. The quarter saw 10.6 million orders delivered, a 6.0% YoY increase, while average order value grew to $332 from $328 in the prior year.
Looking ahead, Wayfair projected third‑quarter revenue growth in the high single‑digit range and an adjusted EBITDA margin between 6% and 7%. The upbeat guidance prompted the stock to jump 19% in pre‑market trading by 08:50 ET (12:50 GMT).