Table of Contents Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36666 | Wayfair Inc. | | --- | UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Exact name of registrant as specified in its charter) | Delaware | | | 36-4791999 | | --- | - ...

Financial Performance - Wayfair Inc. reported an earnings per share (EPS) of -$0.89 for February 19, 2026, missing the anticipated EPS of $0.64, but revenue reached approximately $3.34 billion, exceeding expectations of $3.30 billion [1][6] - The company achieved its first annual sales growth since 2020, with total sales reaching $12.5 billion in 2025, marking a significant turnaround [2][6] - For the fourth quarter of 2025, Wayfair reported net revenue of $3.3 billion, a 6.9% increase compared to the same period in the previous year [4] Customer Growth and Market Position - Wayfair's active customer base expanded to 21.3 million, indicating success in attracting new customers and strong repeat order growth [4] - CEO Niraj Shah expressed optimism about the company's future, noting the third consecutive quarter of new customer growth and robust growth in repeat orders [5] Stock Performance and Financial Ratios - Despite positive sales and revenue growth, Wayfair's stock has been declining due to a debt extinguishment loss, with a price-to-earnings (P/E) ratio of approximately -38 and a price-to-sales (P/S) ratio of about 0.96 [3][6] - The company's current ratio is approximately 0.94, suggesting potential challenges in meeting short-term liabilities with short-term assets [5]

Quarterly MetricsThe company reported fourth-quarter adjusted earnings per share of 85 cents, beating the analyst consensus estimate of 66 cents. Quarterly sales of $3.337 billion (+6.9% year over year) outpaced the Street view of $3.301 billion.Active customers totaled 21.3 million as of December 31, 2025, a decrease of 0.5% year over year.Total net revenue, excluding the impact of exit from the German market, grew 7.8% year over year.U.S. net revenue totaled $2.9 billion, rising 7.4% year over year. Inter ...

Performance was characterized by top-line growth and market share capture that overwhelmed a category-wide contraction in the low single digits. Growth was evenly split between order volume and average order value (AOV) expansion, driven by three consecutive quarters of new customer growth. The physical retail strategy aims to increase share of wallet by showcasing the breadth of the catalog, particularly in frequency categories like bedding and decor. Management attributes share gains to a 'core re ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Wayfair's stock experienced its worst post-earnings reaction in nearly four years due to an unexpected net loss for the latest quarter and a warning about potential narrowing of profit margins [1] Company Summary - The company reported a net loss for the latest quarter, which was unexpected and negatively impacted its stock performance [1] - There is a cautionary outlook regarding profit margins, indicating potential challenges ahead for the company's financial health [1]

Diane King all is with us taking a look at some of the movers here and looking at Door Dash. Good morning. >> Good morning to you, Nicole.What's interesting to see this one and how it plays out investor reaction cuz when they released the numbers for Door Dash, that stock actually initially sank after hours, but then this morning it came back. It was up double digits. It is still higher right now in um since the cash open.Uh so you actually had this double miss here that's not denting Door Dash. Uh investor ...

Wayfair (W) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to a loss of $0.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +32.65%. A quarter ago, it was expected that this online home goods retailer would post earnings of $0.46 per share when it actually produced earnings of $0.7, delivering a surprise of +52.17%.Over the last four quarters, the c ...

Wayfair (NYSE:W) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsEric Sheridan - Managing DirectorJohn Blackledge - Managing DirectorKate Gulliver - CFONiraj Shah - CEORyan Barney - Senior Manager of Investor RelationsSteve Forbes - Senior Managing DirectorZachary Fadem - Managing DirectorConference Call ParticipantsBrian Nagel - Senior AnalystSimeon Gutman - Research AnalystOperatorHello, everyone. Thank you for joining us, and welcome to the Wayfair Q4 2025 earnings release and con ...

Wayfair (NYSE:W) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsEric Sheridan - Managing DirectorJohn Blackledge - Managing DirectorKate Gulliver - CFONiraj Shah - CEORyan Barney - Senior Manager of Investor RelationsSteve Forbes - Senior Managing DirectorZachary Fadem - Managing DirectorConference Call ParticipantsBrian Nagel - Senior AnalystSimeon Gutman - Research AnalystOperatorHello, everyone. Thank you for joining us, and welcome to the Wayfair Q4 2025 earnings release and con ...