Loading...
•
Jun 30, 2025
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.
Revenue by Geographic Location
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...