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Wayfair Q1 2025 Earnings Report
Reported first quarter 2025 financial results, including net revenue of $2.7 billion and profitability improvements.
Key Takeaways
Wayfair reported net revenue of $2.7 billion in Q1 2025, relatively flat year-over-year. The company showed improved profitability with a reduced net loss and positive Non-GAAP Adjusted EBITDA, while navigating category volatility and taking market share.
Total net revenue was $2.7 billion, remaining largely flat year over year.
U.S. net revenue increased by 1.6% year over year.
Net loss improved to $113 million compared to $248 million in the prior year.
Non-GAAP Adjusted EBITDA was positive at $106 million, up from $75 million in the prior year.
Revenue by Geographic Location
Forward Guidance
Wayfair aims to continue gaining market share through disciplined execution, deepening supplier partnerships, and investing in high-ROI growth initiatives, leveraging a flexible and resilient platform.
Positive Outlook
- Outperformed peers and gained market share despite category volatility.
- Achieved meaningful improvements in profitability.
- U.S. business showed positive growth.
- Strong momentum heading into the next period.
- Healthy balance sheet provides stability.
Challenges Ahead
- Persistent category volatility continues to be a factor.
- International net revenue decreased year over year.
- Germany exit impacted overall growth.
- Uncertainty exists in the broader economy.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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