Wayfair Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Wayfair reported Q3 2026 net revenue of $3.4B (+9.7% YoY), with U.S. revenue $3.0B (+11.4%), offsetting International decline of 2.3%. Net income $62M (vs. loss of $99M in Q3 2025); Adjusted EBITDA $236M at 6.9% margin (best Q3 since 2020). Active customers reached 22.2M (+4.7% YoY), orders delivered 11.0M (+12.2%), with LTM revenue per customer $596 (+3.1%). Cash position $1.1B; company reduced long-term debt from $3.2B (Dec 2025) to $2.6B (Sept 2026).
Why this rating
Revenue growth and return to profitability are material for a $5.2B company, but U.S. domestic strength masks persistent International weakness; debt reduction is progress but deficit balance sheet remains structural constraint.
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