NYSE:WSpecialty Retail
Why Wayfair (W) Is Down 16.9% After Returning to Customer Growth and Narrowing Quarterly Losses
In the past week, Wayfair reported first-quarter 2026 results with net revenue of US$2.93 billion, up from US$2.73 billion a year earlier, while narrowing its net loss to US$105 million and improving both adjusted profitability and key customer metrics.
Management highlighted that this was Wayfair’s best first-quarter adjusted EBITDA margin in five years, with active customers returning to growth and the company gaining share in a weak home furnishings market despite ongoing losses.
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