For the quarter ended December 2025, Wayfair (W) reported revenue of $3.34 billion, up 6.9% over the same period last year. EPS came in at $0.85, compared to -$0.25 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.29 billion, representing a surprise of +1.48%. The company delivered an EPS surprise of +32.65%, with the consensus EPS estimate being $0.64.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Wayfair performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Orders Delivered: 11 million compared to the 10.94 million average estimate based on seven analysts.
- Average Order Value: $301.00 compared to the $302.31 average estimate based on seven analysts.
- Active Customers: 21.3 million versus 21.62 million estimated by six analysts on average.
- LTM Orders Per Customers: $1.88 compared to the $1.85 average estimate based on five analysts.
- LTM Net Revenue per Active Customer: $586.00 versus $570.62 estimated by four analysts on average.
- Orders by Repeat Customers: 79.1% compared to the 80.2% average estimate based on three analysts.
- Orders From Repeat Customers: 8.8 thousand compared to the 8.85 thousand average estimate based on two analysts.
- Geographic Net Revenue- International: $395 million versus $403.72 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +3.7% change.
- Geographic Net Revenue- United States: $2.94 billion versus $2.89 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
View all Key Company Metrics for Wayfair here>>>
Shares of Wayfair have returned -17.1% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Wayfair Inc. (W): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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