Wayfair Q1 revenue beats estimates on higher order value

Wayfair

30/04/2026 12:26

Overview

US online home goods retailer's Q1 revenue rose 7.4%, slightly beating analyst expectations

Adjusted EPS for Q1 met analyst consensus

Adjusted EBITDA for Q1 beat analyst expectations, with margin at five-year high

Outlook

Wayfair did not provide specific financial guidance for the current quarter or full year

Result Drivers

MARKET SHARE GAINS - Co said it outperformed the home furnishings market by a high single-digit spread in Q1, citing accelerated share gains

ACTIVE CUSTOMER GROWTH - Active customers rose 1.4% year over year to 21.4 mln, which co cited as a key growth indicator

HIGHER AVERAGE ORDER VALUE - Average order value increased to $312 from $301 a year ago, reflecting changes in product mix and purchasing behavior

Company press release: ID:nPn6PgRHca

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$2.90 bln
$2.89 bln (25 Analysts)
Q1 Adjusted EPS
Meet
$0.26
$0.26 (24 Analysts)
Q1 EPS
-$0.80
Q1 Net Income
-$105 mln
Q1 Adjusted EBITDA
Beat
$151 mln
$145.46 mln (25 Analysts)
Q1 Gross Profit
$880 mln
Q1 Operating Cash Flow
-$106 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 20 "strong buy" or "buy", 14 "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 $102.50, about 39.9% above its April 29 closing price of $73.27

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 37 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)