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Wayfair posts Q3 order growth and record adjusted EBITDA margin

Wayfair Inc has reported its third-quarter results for the period ending 30 September 2025, with total net revenue rising 8.1% year-on-year to $3.1 billion, or 9% excluding the impact of its exit from the German market. International revenue grew 4.6% to $389 million. Gross profit reached $934 million, representing 30% of total net revenue, while the company recorded a net loss of $99 million. Non-GAAP adjusted EBITDA was $208 million, with a 6.7% margin, the highest achieved outside the pandemic period.

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CEO and co-founder Niraj Shah highlighted that delivered orders rose 5.4% year-on-year to 9.8 million, with active customers totalling 21.2 million, down 2.3% from the previous year. The average order value increased to $317 from $310 in Q3 2024. Shah noted that the growth in orders and profitability reflects strong contribution margins and disciplined fixed-cost management as Wayfair returns to growth.

The results underscore Wayfair's strategic focus on share gain, operational efficiency and profitability, following its exit from the German market earlier in the year.

Source: www.furniturenews.net

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