Wayfair Reports Q3 2026 Results with Double-Digit U.S. Revenue Growth
Wayfair Inc. (NYSE: W) reported strong third-quarter 2026 financial results, highlighted by a 9.7% year-over-year increase in total net revenue to $3.4 billion. The growth was primarily driven by the U.S. market, which saw an 11.4% increase in net revenue to $3.0 billion, outperforming a generally flat home category and signaling significant market share gains. The company achieved profitability with a net income of $62 million, a substantial turnaround from the $99 million loss reported in the same period last year. Key operational metrics also improved, including a 4.7% increase in active customers to 22.2 million and a 12.2% rise in orders delivered. CEO Niraj Shah noted that this represents the company's strongest post-pandemic growth quarter.
Tickers: $W
Topics: earnings per share e-commerce financial results net income revenue growth