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Wayfair (W) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended March 2026, Wayfair (W - Free Report) reported revenue of $2.93 billion, up 7.4% over the same period last year. EPS came in at $0.26, compared to $0.10 in the year-ago quarter.

The reported revenue represents a surprise of +1.72% over the Zacks Consensus Estimate of $2.88 billion. With the consensus EPS estimate being $0.26, the EPS surprise was +1.96%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: 9.4 million versus 9.44 million estimated by five analysts on average.
  • Average Order Value: $312.00 compared to the $304.53 average estimate based on five analysts.
  • Active Customers: 21.4 million compared to the 21.14 million average estimate based on four analysts.
  • LTM Net Revenue per Active Customer: $591.00 versus $598.25 estimated by three analysts on average.
  • LTM Orders Per Customers: $1.88 versus the three-analyst average estimate of $1.89.
  • Geographic Net Revenue- International: $319 million versus $319.59 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6% change.
  • Geographic Net Revenue- United States: $2.61 billion versus $2.56 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.

View all Key Company Metrics for Wayfair here>>>

Shares of Wayfair have returned -2.6% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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