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Wayfair (W) Reports Q3 Earnings: What Key Metrics Have to Say
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Wayfair (W - Free Report) reported $3.12 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 8.1%. EPS of $0.70 for the same period compares to $0.22 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.01 billion, representing a surprise of +3.62%. The company delivered an EPS surprise of +52.17%, with the consensus EPS estimate being $0.46.
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: 9.8 million versus the seven-analyst average estimate of 9.43 million.
Average Order Value: $317.00 compared to the $318.51 average estimate based on seven analysts.
Active Customers: 21.2 million versus 21.9 million estimated by six analysts on average.
LTM Orders Per Customers: $1.87 versus the five-analyst average estimate of $1.81.
LTM Net Revenue per Active Customer: $578.00 versus $546.59 estimated by four analysts on average.
Orders by Repeat Customers: 80.1% versus the three-analyst average estimate of 79.8%.
Orders From Repeat Customers: 7.9 thousand compared to the 7.57 thousand average estimate based on two analysts.
Geographic Net Revenue- International: $389 million versus the six-analyst average estimate of $375.93 million. The reported number represents a year-over-year change of +4.6%.
Geographic Net Revenue- United States: $2.73 billion versus the six-analyst average estimate of $2.62 billion. The reported number represents a year-over-year change of +8.6%.
Shares of Wayfair have returned -3.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Wayfair (W) Reports Q3 Earnings: What Key Metrics Have to Say
Wayfair (W - Free Report) reported $3.12 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 8.1%. EPS of $0.70 for the same period compares to $0.22 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.01 billion, representing a surprise of +3.62%. The company delivered an EPS surprise of +52.17%, with the consensus EPS estimate being $0.46.
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:View all Key Company Metrics for Wayfair here>>>
Shares of Wayfair have returned -3.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.