Wayfair reports Q4 adjusted EPS 85c, consensus 69c

Reports Q4 revenue $3.3B, consensus $3.3B. “Q4 capped off a tremendous year for Wayfair (W), with revenue growing 7.8% year-over-year excluding the impact of Germany. We had our third consecutive quarter of new customer growth, on top of healthy growth in repeat orders, all in the face of a category that contracted in the low single digits for the final quarter of the year. 2025 was a year where we returned to growth and accelerated throughout the year through a number of organic business strategies that can compound for years to come. This was characterized by two important themes: our share capture overwhelming the drag of the macro, and the substantial flow through of that growth to the bottom line. We expect our topline growth and flow through to adjusted EBITDA to be the bedrock of our story for years to come,” said Niraj Shah, CEO, co-founder and co-chairman, Wayfair.