Wayfair returns to operating profit as 2025 revenue rises

US-based online furnishings and location goods retailer Wayfair reported higher gross and returned to operating profitability successful 2025 contempt a flimsy diminution successful progressive customers.

For the 4th fourth ended 31 December 2025, full nett gross accrued 6.9% year-on-year (YoY) to $3.33bn, oregon 7.8% excluding the interaction of the company’s exit from the German market.

US nett gross roseate 7.4% to $2.94bn portion planetary nett gross was up 3.7% to $395m.

Gross nett for the 4th reached $1.01bn, equivalent to 30.3% of nett revenue.

Wayfair recorded operating income of $84m, compared with an operating nonaccomplishment of $117m successful the aforesaid play a twelvemonth earlier.

Net nonaccomplishment narrowed to $116m from $128m successful the aforesaid play past twelvemonth portion nett currency from operating activities totalled $202m.

On 31 December 2025, cash, currency equivalents and short-term investments stood astatine $1.50bn, with full liquidity of $1.90bn, including revolving recognition capacity.

Active customers were 21.3 million, down 0.5% YoY, portion LTM [last 12 months] nett gross per progressive lawsuit roseate 5.6% to $586.

Orders delivered accrued 3.7% to 11.1 million.

Repeat customers accounted for 79.1% of orders. Average bid worth climbed to $301 from $290, and 64.9% of orders were placed via mobile devices.

For the afloat year, full nett gross grew 5.1% to $12.45bn, oregon 6.1% excluding the German marketplace exit.

US nett gross roseate 5.8% to $10.97bn portion planetary nett gross edged up 0.4% to $1.48bn, oregon 0.2% connected a constant-currency basis.

Gross nett for 2025 totalled $3.76bn, representing 30.2% of nett revenue.

Wayfair reported operating income of $17m for the year, compared with an operating nonaccomplishment of $461m successful 2024.

Net nonaccomplishment narrowed to $313m from $492m, portion nett currency provided by operating activities accrued to $534m from $317m.

The results bespeak gross maturation crossed some US and planetary segments and a determination to operating profitability contempt less progressive customers.

Wayfair CEO, co-founder and co-chairman Niraj Shah said: “2025 was a twelvemonth wherever we returned to maturation and accelerated passim the twelvemonth done a fig of integrated concern strategies that tin compound for years to come.

“This was characterised by 2 important themes: our stock seizure overwhelming the resistance of the macro, and the important travel done of that maturation to the bottommost line.”

"Wayfair returns to operating nett arsenic 2025 gross rises" was primitively created and published by Retail Insight Network, a GlobalData owned brand.

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