earnings
confidence high
sentiment neutral
materiality 0.75
Wayfair Q4 net revenue up 6.9% to $3.3B; net loss narrows to $116M; active customers 21.3M
Wayfair Inc.
2025-FY EPS
reported -$2.44
vs consensus $0.67
▼ miss
(-463.5%)
- Q4 net revenue $3.3B (+6.9% YoY); U.S. net revenue $2.9B (+7.4% YoY).
- Q4 net loss $116M ($0.89 diluted loss per share); Non-GAAP adjusted EBITDA $224M.
- Non-GAAP adjusted diluted EPS $0.85; GAAP gross margin 30.3%.
- Active customers 21.3M (flat YoY); LTM net revenue per active customer $586 (+5.6%).
- Full year 2025 net revenue $12.5B (+5.1% YoY); net loss $313M ($2.44 diluted loss per share).