Online home goods retailer Wayfair (NYSE: W) will be reporting results this Thursday before the bell. Here’s what to expect.
Wayfair beat analysts’ revenue expectations by 3.4% last quarter, reporting revenues of $3.12 billion, up 8.1% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ revenue estimates. It reported 21 million active buyers, down 3.2% year on year.
Is Wayfair a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Wayfair’s revenue to grow 5.7% year on year to $3.3 billion, improving from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $0.69 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Wayfair has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.6% on average.
Looking at Wayfair’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Amazon delivered year-on-year revenue growth of 13.6%, beating analysts’ expectations by 0.9%, and Reddit reported revenues up 69.7%, topping estimates by 8.7%. Amazon traded down 5.6% following the results while Reddit was also down 7.4%.
Read our full analysis of Amazon’s results here and Reddit’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. Unfortunately, consumer internet stocks have struggled in this environment as share prices are down 18.7% on average over the last month. Wayfair is down 20.8% during the same time and is heading into earnings with an average analyst price target of $113.11 (compared to the current share price of $84.84).
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