Wayfair Q3 revenue up 8.1% to $3.1B; Adjusted EBITDA margin 6.7% record ex-pandemic

Wayfair Inc.

2025-Q3 EPS reported -$1.54 vs consensus $0.44 ▼ miss (-448.7%)

Net revenue $3.1B (+8.1% YoY; +9% ex-Germany). US revenue $2.7B (+8.6%), international $389M (+4.6%).
Net loss $99M (diluted EPS -$0.76); Non-GAAP adjusted diluted EPS $0.70. Adjusted EBITDA $208M (+70% YoY).
Orders delivered 9.8M (+5.4% YoY); average order value $317 (vs $310). Active customers 21.2M (-2.3% YoY).
LTM net revenue per active customer $578 (+6.1%). Reorder rate 80.1%. Free cash flow $93M.
Cash and liquidity $1.7B; CEO cites 'substantial profitability flow through' from contribution margin and cost discipline.

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