Wayfair (W Quick QuoteW - Free Report) reported $3.27 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 5%. EPS of $0.87 for the same period compares to $0.47 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.14 billion, representing a surprise of +4.25%. The company delivered an EPS surprise of +141.67%, with the consensus EPS estimate being $0.36.

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: 10 million compared to the 9.65 million average estimate based on seven analysts.
• Average Order Value: $328.00 versus the seven-analyst average estimate of $323.46.
• Active Customers: 21 thousand compared to the 22.03 million average estimate based on six analysts.
• LTM Orders Per Customers: $1.86 compared to the $1.79 average estimate based on five analysts.
• LTM Net Revenue per Active Customer: $572.00 versus the four-analyst average estimate of $529.01.
• Orders by Repeat Customers: 80.7% versus 80.5% estimated by three analysts on average.
• Orders From Repeat Customers: 8.1 thousand compared to the 7.77 thousand average estimate based on two analysts.
• Geographic Net Revenue- International: $399 million versus the six-analyst average estimate of $355.9 million. The reported number represents a year-over-year change of +3.1%.
• Geographic Net Revenue- United States: $2.87 billion compared to the $2.77 billion average estimate based on six analysts. The reported number represents a change of +5.3% year over year.

View all Key Company Metrics for Wayfair here>>>

Shares of Wayfair have returned +14.8% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.