---
schema_version: "secwatch.filing_event.v1"
accession: "0001616707-25-000125"
form_type: "8-K"
ticker: "W"
cik: "0001616707"
company_name: "Wayfair Inc."
filed_at: "2025-10-28T23:59:59+00:00"
generated_at: "2026-05-17T01:56:20.879456+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 8.1% to $3.1B; Adjusted EBITDA margin 6.7% record ex-pandemic

## Summary
- 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.

## SEC filing metadata
- accession: 0001616707-25-000125
- form_type: 8-K
- ticker: W
- cik: 0001616707
- company_name: Wayfair Inc.
- filed_at: 2025-10-28T23:59:59+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/1616707/000161670725000125/0001616707-25-000125-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1616707/000161670725000125/w-20251028.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001616707-25-000125
- JSON: https://secwatch.observer/filing/0001616707-25-000125.json
- Plain text: https://secwatch.observer/filing/0001616707-25-000125.txt

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