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In the first quarter of 2026, Wayfair Inc. reported sales of US$2,931 million, up from US$2,730 million a year earlier, while narrowing its net loss to US$105 million and slightly improving loss per share. Alongside this, management pointed to active customer growth and its best first-quarter adjusted EBITDA margin in five years, crediting loyalty initiatives, international expansion, and customer-experience investments for driving progress despite ongoing margin pressure. Next, we’ll...

W posts Q1 revenue growth, customer gains and EBITDA surge, while margins dip on Rewards investment and Q2 guides mid-single-digit sales growth.

Shares of online home goods retailer Wayfair (NYSE:W) jumped 2.5% in the afternoon session after the company reported its first-quarter 2026 results, which showed a return to active customer growth and a 7.4% increase in revenue year-over-year.

Online home goods retailer Wayfair (NYSE:W) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 7.4% year on year to $2.93 billion. Its non-GAAP profit of $0.26 per share was 6.8% below analysts’ consensus estimates.

Wayfair (NYSE:W) reported first-quarter 2026 results showing year-over-year revenue growth and improved profitability, while executives emphasized continued market share gains in a home furnishings category they described as still under pressure. Management also highlighted progress in international

Wayfair Rewards can get customers to up their annual spend beyond the current average of $600, CEO Niraj Shah said. “The loyalty program is meant to bend that curve.”