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Wayfair (W) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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Wayfair (W - Free Report) reported $3.42 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.7%. EPS of $0.93 for the same period compares to $0.70 a year ago.
The reported revenue represents a surprise of +1.59% over the Zacks Consensus Estimate of $3.37 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +12.05%.
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: 11 million compared to the 10.3 million average estimate based on five analysts.
Average Order Value: $311.00 versus the five-analyst average estimate of $325.56.
Active Customers: 22.2 million compared to the 21.48 million average estimate based on three analysts.
LTM Net Revenue per Active Customer: $596.00 versus $611.68 estimated by three analysts on average.
LTM Orders Per Customers: $1.90 versus $1.91 estimated by three analysts on average.
Geographic Net Revenue- International: $380 million versus the four-analyst average estimate of $389.59 million. The reported number represents a year-over-year change of -2.3%.
Geographic Net Revenue- United States: $3.04 billion versus the four-analyst average estimate of $2.97 billion. The reported number represents a year-over-year change of +11.4%.
Shares of Wayfair have returned +5.6% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Wayfair (W) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Wayfair (W - Free Report) reported $3.42 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.7%. EPS of $0.93 for the same period compares to $0.70 a year ago.
The reported revenue represents a surprise of +1.59% over the Zacks Consensus Estimate of $3.37 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +12.05%.
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 +5.6% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.