Online retailer Wayfair beats Q3 revenue estimates

Wayfair

28/10/2025 11:10

Overview

Wayfair Q3 revenue grows 8.1% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting improved operational performance

Company reports substantial growth in Adjusted EBITDA, highest margin outside pandemic period

Outlook

Company did not provide specific guidance for future quarters or the full year

Result Drivers

ORDERS GROWTH - Orders delivered grew by over 5% year-over-year, contributing to revenue growth

PROFITABILITY - Substantial growth in Adjusted EBITDA driven by strong contribution margin and cost discipline, per CEO Niraj Shah

CUSTOMER SPENDING - LTM net revenue per active customer increased by 6.1% year-over-year, indicating improved purchasing behavior

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$3.10 bln
$3 bln (28 Analysts)
Q3 Adjusted EPS
Beat
$0.70
$0.41 (26 Analysts)
Q3 EPS
-$0.76
Q3 Net Income
-$99 mln
Q3 Adjusted EBITDA
Beat
$208 mln
$161.80 mln (26 Analysts)
Q3 Gross Profit
$934 mln
Q3 Operating Cash Flow
$93 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 18 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the department stores peer group is "buy"

Wall Street's median 12-month price target for Wayfair Inc is $88.00, about 1.8% above its October 27 closing price of $86.45

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 53 three months ago

Press Release: ID:nPn3qmrZa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)