---
schema_version: "secwatch.filing_event.v1"
accession: "0001616707-23-000104"
form_type: "8-K"
ticker: "W"
cik: "0001616707"
company_name: "Wayfair Inc."
filed_at: "2023-11-01T23:59:59+00:00"
generated_at: "2026-06-09T02:41:33.908485+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Wayfair Q3 revenue up 3.7% to $2.94B; adjusted EBITDA positive $100M

## Summary
- Q3 net revenue $2.94B, up 3.7% YoY; U.S. revenue $2.6B (+5.4%), International $372M (-7%).
- Net loss $163M ($1.40 loss per share) improved from $283M loss a year ago; Non-GAAP Adj. EBITDA $100M.
- Active customers 22.3M (-1.3% YoY) but orders delivered 9.9M (+13.8%); repeat orders 79.7%.
- Free cash flow positive $42M, second consecutive quarter; total liquidity $1.8B.
- CEO Niraj Shah cites ability to drive profitability while investing for growth.

## SEC filing metadata
- accession: 0001616707-23-000104
- form_type: 8-K
- ticker: W
- cik: 0001616707
- company_name: Wayfair Inc.
- filed_at: 2023-11-01T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1616707/000161670723000104/0001616707-23-000104-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1616707/000161670723000104/w-20231101.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001616707-23-000104
- JSON: https://secwatch.observer/filing/0001616707-23-000104.json
- Plain text: https://secwatch.observer/filing/0001616707-23-000104.txt

## Key facts
- Earnings Releases
  Wayfair Inc. reported quarter ended September 30, 2023 results: revenue Total net revenue of $2.9 billion, net income Net loss was $163 million, EPS Diluted loss per share was $1.40.
  - Period: quarter ended September 30, 2023
  - Revenue: Total net revenue of $2.9 billion
  - Net income: Net loss was $163 million
  - EPS: Diluted loss per share was $1.40
  - Result: reported results
  source text: Total net revenue of $2.9 billion increased $104 million, up 3.7% year over year • U.S. net revenue of $2.6 billion increased $132 million, up 5.4% year over year • International net revenue of $372 million decreased $28 million, down 7.0% year over year. International Net Revenue Constant Currency Growth was (7.8)% • Gross profit was $917 million, or 31.1% of total net revenue • Net loss was $163 million and Non-GAAP Adjusted EBITDA was $100 million • Diluted loss per share was $1.40 and Non-GAAP Adjusted Diluted Loss Per Share was $0.13
  evidence_url: https://www.sec.gov/Archives/edgar/data/1616707/000161670723000104/0001616707-23-000104-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.