Wayfair Announces Third Quarter 2026 Results, Reports Double Digit U.S. Revenue Growth
PR Newswire•04/11/2026•07:00 ET
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Key Highlights
- ➤Total net revenue $3.4 billion, up 9.7% year over year
- ➤U.S. net revenue $3.0 billion, up 11.4% year over year
- ➤Net income $62 million versus $99 million loss year over year
- ➤Adjusted EBITDA $236 million, or 6.9% margin, best Q3 result since 2020
- ➤Orders delivered 11.0 million, up 12.2% year over year
Expert Statements
Niraj Shah, CEO, co-founder and co-chairman of Wayfair
“Q3 was our strongest quarter of growth in the post-pandemic period, with total net revenue up 9.7% year-over-year and our U.S. business growing over 11%. That growth flowed through nicely to the bottom line, with an Adjusted EBITDA Margin of 6.9%, our best Q3 result since 2020,”
Niraj Shah, CEO, co-founder and co-chairman of Wayfair
“At the start of this year, we told you we expected to take share in the U.S. at a pace we had not seen in several years. With U.S. revenue growing double digits against a roughly flat category here in Q3, we've done exactly that. That growth was driven by orders, which were up 12% year-over-year, and active customers up more than 4%. The momentum we have on orders and customers give us confidence that our share gains are structural, and we are still in the early innings.”
Wayfair Announces Third Quarter 2026 Results, Reports Double Digit U.S. Revenue Growth PR Newswire
Q3 Net Revenue of $3.4 billion with 22.2 million Active Customers
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