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Wayfair Inc. (NYSE:W) reported upbeat fiscal fourth-quarter 2025 earnings on Thursday.The 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."We had our third consecutive quarter of new customer growth, on top of healthy growth in repeat ord ...

Wayfair Inc. (NYSE:W) reported upbeat fiscal fourth-quarter 2025 earnings on Thursday.The 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."We had our third consecutive quarter of new customer growth, on top of healthy growth in repeat ord ...

Key Takeaways Wayfair Q4 EPS of 85 cents beat estimates and swung from a year-ago loss.W's revenues rose 6.9% to $3.3B, with U.S. sales up 7.4% and higher order values.Wayfair expanded margins and cut ad spend ratio, driving 133% EBITDA growth.Wayfair (W) reported fourth-quarter 2025 non-GAAP earnings of 85 cents per share, which beat the Zacks Consensus Estimate by 32.8% and marked a significant improvement from a non-GAAP adjusted diluted loss of 25 cents per share in the year-ago quarter. Net revenues fo ...

Core Insights - The S&P 500 index has remained close to all-time highs in the current year, but the gains are primarily concentrated in specific sectors, particularly semiconductor stocks [1] Group 1: Market Performance - The S&P 500 has shown resilience, maintaining proximity to historical peak levels [1] - Gains within the index are not widespread but are focused on select stocks, indicating a narrow market rally [1] Group 2: Industry Insights - The semiconductor sector is highlighted as a key driver of the current market performance, suggesting strong demand and growth potential in this area [1] - The article references the author's extensive experience in technology and investment, which may provide valuable insights into industry trends [1]

Core Insights - Wayfair Inc. reported fourth-quarter earnings that surpassed analyst expectations, with adjusted earnings per share of $0.85 compared to the estimate of $0.68, but shares fell over 10% intra-day due to cautious investor sentiment [1] Financial Performance - Revenue for the fourth quarter totaled $3.3 billion, which was in line with consensus estimates and represented a year-over-year increase of 6.9% [1] - U.S. net revenue increased by 7.4% to $2.9 billion, while international revenue rose by 3.7% to $395 million; excluding the impact of exiting Germany, total net revenue would have grown by 7.8% year over year [2] - The company recorded a net loss of $116 million, or $0.89 per diluted share, an improvement from a net loss of $128 million, or $1.02 per share, in the prior-year quarter [2] - Non-GAAP adjusted EBITDA reached $224 million, more than double the $96 million reported in the fourth quarter of 2024 [2] Customer Metrics - Active customers totaled 21.3 million at the end of the quarter, reflecting a decline of 0.5% year over year [3] - Average order value increased to $301 from $290, and net revenue per active customer rose by 5.6% to $586 [3] Annual Performance - For the full year 2025, Wayfair reported total net revenue of $12.5 billion, up 5.1% from 2024, with a net loss of $313 million [3] - Operating cash flow reached $534 million, while free cash flow totaled $329 million for the year [3]

>> THIS IS "BLOOMBERG BUSINESS WEEK DAILY." REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS STAY AHEAD, WITH INSIGHT ON THE PEOPLE, COMPANIES, AND FRIENDS SHAPING TODAY’S COMPLEX ECONOMY. PLUS GLOBAL BUSINESS, FINANCE, AND TECH NEWS AS IT HAPPENS. "BLOOMBERG BUSINESS WEEK DAILY" WITH CAROL MASSAR AND TIM STENOVEC, LIVE ON BLOOMBERG RADIO, TELEVISION, YOUTUBE, AND BLOOMBERG ORIGINALS.CAROL: VERY GOOD AFTERNOON, EVERYBODY, ACROSS BLOOMBERG PLATFORMS. I GOT TO SAY, TIM, HERE WE ARE, THURSDAY, FEBRUARY 19 ...

the first store which is in Chicago if you look at the entire state of Illinois um versus the rest of the c the country since the store opened it's had a 10% keer higher than the rest of the country and that gives you a sense of you know the momentum that you can get from the store it's obviously very crude metric but it's an easy way to sort of explain it so we really look at the combination of the store P&L and then the other benefits that come along with having the store so we have one store open we're p ...

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]