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For the third quarter of 2026, Wayfair expects revenues to grow at a high-single-digit rate year over year. The Zacks Consensus Estimate for W’s third-quarter revenues is pegged at $3.36 billion, indicating 7.84% year-over-year growth.
The consensus mark for earnings is pegged at 82 cents per share, which has remained unchanged over the past 30 days, suggesting an improvement of 17.14% from the year-ago quarter.
Wayfair surpassed the Zacks Consensus Estimate for earnings in three of the trailing four quarters and met once, delivering an average surprise of 21.51%. In the last reported quarter, the company delivered an earnings surprise of 1.06%.
Let us see how things have shaped up for the upcoming announcement.
Factors Shaping Wayfair's Q3 Results
Wayfair's continued market share gains and strengthening order trends are likely to have supported revenue growth in the third quarter of 2026. In the preceding quarter, U.S. revenues increased 8.7% year over year, while orders delivered grew 6% to 10.6 million and active customers increased 3.3% to 21.7 million. New-order growth also accelerated for the fourth consecutive quarter, reflecting improving customer acquisition. Supported by competitive pricing, broader product selection and faster delivery capabilities, these favorable trends are expected to have boosted Wayfair's revenues in the quarter under review.
Wayfair's expanding customer loyalty initiatives and omnichannel presence are expected to have strengthened customer engagement and repeat purchases in the to-be-reported quarter. Programs such as Wayfair Rewards, Wayfair Verified and Wayfair Delivery Plus continue to enhance product discovery, value and delivery convenience. Repeat buyers accounted for 80.2% of total orders in the second quarter. Meanwhile, recently opened Wayfair stores in Atlanta and Columbus expanded customer acquisition opportunities, with more than half of store customers being new to the company's customer base. These initiatives likely supported higher order volumes and sustained market share gains in the third quarter.
Strength across Wayfair's specialty retail brands and luxury platform, Perigold, is likely to have provided additional growth opportunities in the third quarter. Specialty brands recorded nearly 20% year-over-year growth in the second quarter, while Perigold grew more than 35%. Perigold's active customer base approached 400,000, increasing nearly 20% year over year, with customers spending almost three times as much annually as typical Wayfair shoppers. The platform's expanding product assortment, growing trade business and white-glove delivery services, supported by Wayfair's logistics and technology infrastructure, are expected to have strengthened higher-value order growth in the quarter under review.
However, subdued housing activity and an uneven consumer recovery are likely to have constrained Wayfair's growth in the third quarter. Although the U.S. home goods category showed signs of stabilization in the second quarter, housing turnover remained depressed, with improvements concentrated among higher-income consumers. Persistent inflation, elevated interest rates and a highly promotional retail environment may have restricted discretionary spending on furniture and home furnishings. These challenging conditions are anticipated to have affected customer purchasing decisions, potentially limiting order growth and revenue momentum in the to-be-reported quarter.
Wayfair's international business is also likely to have faced continued demand-related challenges in the third quarter. International revenues declined 1.3% year over year in the second quarter, or 2% on a constant-currency basis, reflecting subdued consumer sentiment and discretionary spending in Canada and the United Kingdom. The comparatively delayed rollout of customer engagement initiatives, including loyalty programs, across certain international markets may also have limited near-term growth opportunities. These factors are expected to have constrained international revenues and partially offset the company's strong domestic performance in the quarter under review.
What Our Model Says About W Stock
Our proven model does not conclusively predict an earnings beat for Wayfair this time around. According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as you can see below.
At present, W has an Earnings ESP of -11.96% and a Zacks Rank #3. Although a negative Earnings ESP does not necessarily indicate an earnings miss, the combination makes it difficult to conclusively predict an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat earnings in their upcoming releases:
On Holding AG (ONON - Free Report) has an Earnings ESP of +7.46% and a Zacks Rank #3 at present. ONON’s shares have declined 27.3% year to date. ONON is set to report its third-quarter 2026 results on Nov. 10.
Walmart Inc. (WMT - Free Report) currently has an Earnings ESP of +1.35% and carries a Zacks Rank #3. WMT’s shares have gained 10.9% year to date. WMT is set to report its third-quarter fiscal 2027 results on Nov. 19, 2026.
View the Zacks #1 Rank List
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Wayfair Before Q3 Earnings: What's in the Cards for the Stock?
Key Takeaways
Wayfair Inc. (W - Free Report) is slated to report its third-quarter 2026 results on Nov. 4.
For the third quarter of 2026, Wayfair expects revenues to grow at a high-single-digit rate year over year. The Zacks Consensus Estimate for W’s third-quarter revenues is pegged at $3.36 billion, indicating 7.84% year-over-year growth.
The consensus mark for earnings is pegged at 82 cents per share, which has remained unchanged over the past 30 days, suggesting an improvement of 17.14% from the year-ago quarter.
Wayfair surpassed the Zacks Consensus Estimate for earnings in three of the trailing four quarters and met once, delivering an average surprise of 21.51%. In the last reported quarter, the company delivered an earnings surprise of 1.06%.
Wayfair Inc. Price and EPS Surprise
Wayfair Inc. price-eps-surprise | Wayfair Inc. Quote
Let us see how things have shaped up for the upcoming announcement.
Factors Shaping Wayfair's Q3 Results
Wayfair's continued market share gains and strengthening order trends are likely to have supported revenue growth in the third quarter of 2026. In the preceding quarter, U.S. revenues increased 8.7% year over year, while orders delivered grew 6% to 10.6 million and active customers increased 3.3% to 21.7 million. New-order growth also accelerated for the fourth consecutive quarter, reflecting improving customer acquisition. Supported by competitive pricing, broader product selection and faster delivery capabilities, these favorable trends are expected to have boosted Wayfair's revenues in the quarter under review.
Wayfair's expanding customer loyalty initiatives and omnichannel presence are expected to have strengthened customer engagement and repeat purchases in the to-be-reported quarter. Programs such as Wayfair Rewards, Wayfair Verified and Wayfair Delivery Plus continue to enhance product discovery, value and delivery convenience. Repeat buyers accounted for 80.2% of total orders in the second quarter. Meanwhile, recently opened Wayfair stores in Atlanta and Columbus expanded customer acquisition opportunities, with more than half of store customers being new to the company's customer base. These initiatives likely supported higher order volumes and sustained market share gains in the third quarter.
Strength across Wayfair's specialty retail brands and luxury platform, Perigold, is likely to have provided additional growth opportunities in the third quarter. Specialty brands recorded nearly 20% year-over-year growth in the second quarter, while Perigold grew more than 35%. Perigold's active customer base approached 400,000, increasing nearly 20% year over year, with customers spending almost three times as much annually as typical Wayfair shoppers. The platform's expanding product assortment, growing trade business and white-glove delivery services, supported by Wayfair's logistics and technology infrastructure, are expected to have strengthened higher-value order growth in the quarter under review.
However, subdued housing activity and an uneven consumer recovery are likely to have constrained Wayfair's growth in the third quarter. Although the U.S. home goods category showed signs of stabilization in the second quarter, housing turnover remained depressed, with improvements concentrated among higher-income consumers. Persistent inflation, elevated interest rates and a highly promotional retail environment may have restricted discretionary spending on furniture and home furnishings. These challenging conditions are anticipated to have affected customer purchasing decisions, potentially limiting order growth and revenue momentum in the to-be-reported quarter.
Wayfair's international business is also likely to have faced continued demand-related challenges in the third quarter. International revenues declined 1.3% year over year in the second quarter, or 2% on a constant-currency basis, reflecting subdued consumer sentiment and discretionary spending in Canada and the United Kingdom. The comparatively delayed rollout of customer engagement initiatives, including loyalty programs, across certain international markets may also have limited near-term growth opportunities. These factors are expected to have constrained international revenues and partially offset the company's strong domestic performance in the quarter under review.
What Our Model Says About W Stock
Our proven model does not conclusively predict an earnings beat for Wayfair this time around. According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as you can see below.
At present, W has an Earnings ESP of -11.96% and a Zacks Rank #3. Although a negative Earnings ESP does not necessarily indicate an earnings miss, the combination makes it difficult to conclusively predict an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat earnings in their upcoming releases:
Sweetgreen (SG - Free Report) presently has an Earnings ESP of +4.26% and a Zacks Rank #2. SG’s shares have surged 63.7% year to date. SG is set to report its third-quarter 2026 results on Nov. 5. You can see the complete list of today’s Zacks #1 Rank stocks here.
On Holding AG (ONON - Free Report) has an Earnings ESP of +7.46% and a Zacks Rank #3 at present. ONON’s shares have declined 27.3% year to date. ONON is set to report its third-quarter 2026 results on Nov. 10.
Walmart Inc. (WMT - Free Report) currently has an Earnings ESP of +1.35% and carries a Zacks Rank #3. WMT’s shares have gained 10.9% year to date. WMT is set to report its third-quarter fiscal 2027 results on Nov. 19, 2026.