earnings
confidence high
sentiment positive
materiality 0.75
Wayfair Q1 revenue $2.9B (+7.4% YoY); net loss narrows to $105M; active customers up 1.4%
Wayfair Inc.
2026-Q1 EPS
reported -$0.80
vs consensus $0.27
▼ miss
(-398.1%)
- Net revenue $2.9B, up 7.4% YoY; U.S. net revenue $2.6B (+7.5%).
- Net loss $105M ($0.80 diluted loss per share); Adjusted EBITDA $151M (5.2% margin).
- Active customers 21.4M (+1.4% YoY); LTM revenue per active customer $591 (+5.2%).
- Adjusted Diluted EPS $0.26; Free Cash Flow -$106M; total liquidity $1.5B.
- CEO: 'best Q1 result in five years'; share gains accelerating.