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Jun 30
Wayfair Q2 2025 Earnings Report
Wayfair posted its strongest revenue growth and profitability since 2021.
Key Takeaways
Wayfair reported a profitable Q2 2025 with net income of $15 million and revenue reaching $3.27 billion, driven by solid U.S. performance and margin expansion.
Generated $3.27 billion in revenue, a 5% increase YoY.
Achieved net income of $15 million, reversing a loss in the prior year.
Non-GAAP EPS jumped to $0.87, reflecting operational improvements.
Free cash flow rose to $230 million amid higher operating efficiency.
Wayfair
Wayfair
Wayfair Revenue by Geographic Location
Revenue by Geographic Location
U.S. Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Wayfair expressed confidence in future profitability and market share gains, citing momentum and operational discipline.
Positive Outlook
- Strong revenue growth without German market distortion.
- Improved EBITDA margin signals leverage in business model.
- Solid free cash flow generation.
- CEO reaffirmed long-term profitability path.
- Disciplined investment and expense management.
Challenges Ahead
- Active customers declined 4.5% YoY.
- Repeat order percentage slightly down YoY.
- International growth slower compared to U.S.
- Restructuring charges still present.
- Mobile order share declined slightly from last year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income