secwatch.observer — SEC 8-K summary
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Issuer:     Wayfair Inc. (W)
CIK:        0001616707
Form:       8-K
Filed at:   2026-02-19T23:59:59+00:00
Accession:  0001616707-26-000024
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Wayfair Q4 net revenue up 6.9% to $3.3B; net loss narrows to $116M; active customers 21.3M
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1616707/000161670726000024/0001616707-26-000024-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1616707/000161670726000024/w-20260219.htm
  HTML page:      https://secwatch.observer/filing/0001616707-26-000024

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer