Wayfair Q2 net revenue $3.5B (+7.5% YoY); free cash flow $301M, strongest since 2020

Wayfair Inc.

Net revenue $3.5B, up 7.5% YoY; US revenue $3.1B (+8.7%), International $394M (-1.3%).
Net loss $1M (diluted EPS -$0.01); Non-GAAP adjusted diluted EPS $0.95; Adjusted EBITDA $242M.
Free cash flow $301M, net cash from ops $360M; total liquidity $1.6B.
Active customers 21.7M (+3.3% YoY); orders delivered 10.6M (+6.0%); LTM revenue per active customer $596 (+4.2%).
Specialty retail brands grew ~20%, Perigold >35% YoY; CEO cites best US post-COVID growth.

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