Wayfair provides Q4 highlights

Active customers totaled 21.3 million as of December 31, 2025, a decrease of 0.5% year over year. LTM net revenue per active customer was $586 as of December 31, 2025, an increase of 5.6% year over year. Orders per customer, measured as LTM orders delivered divided by active customers, was 1.88 for the fourth quarter of 2025, compared to 1.85 for the fourth quarter of 2024. Orders delivered in the fourth quarter of 2025 were 11.1 million, an increase of 3.7% year over year. Repeat customers placed 79.1% of total orders delivered in the fourth quarter of 2025, compared to 79.4% in the fourth quarter of 2024. Repeat customers placed 8.8 million orders in the fourth quarter of 2025, an increase of 3.5% year over year. Average order value was $301 in the fourth quarter of 2025, compared to $290 in the fourth quarter of 2024. 64.9% of total orders delivered were placed via a mobile device in the fourth quarter of 2025, compared to 64.5% in the fourth quarter of 2024.