Wayfair Q4 adjusted EPS and EBITDA beat estimates, helped by repeat orders

Wayfair

19/02/2026 12:09

Overview

Home goods retailer's Q4 revenue of $3.3 bln met analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Wayfair did not provide specific guidance for future quarters or years

Result Drivers

U.S. REVENUE GROWTH - Wayfair's U.S. net revenue increased by 7.4% year-over-year, contributing significantly to overall revenue growth

REPEAT ORDERS - Repeat customers placed 79.1% of total orders delivered in Q4, with repeat orders increasing by 3.5% year-over-year

GERMAN MARKET EXIT - Excluding the impact of exiting the German market, total net revenue grew 7.8% year-over-year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Meet
$3.30 bln
$3.30 bln (27 Analysts)
Q4 Adjusted EPS
Beat
$0.85
$0.66 (25 Analysts)
Q4 EPS
-$0.89
Q4 Net Income
-$116 mln
Q4 Adjusted EBITDA
Beat
$224 mln
$198.73 mln (26 Analysts)
Q4 Gross Profit
$1 bln
Q4 Operating Cash Flow
$145 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 20 "strong buy" or "buy", 15 "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 $115.00, about 25.7% above its February 18 closing price of $91.48

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nPn95wGJwa

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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.)