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AI brief of an SEC Form 8-K · Wayfair Inc. (W)

Wayfair Q3 revenue rises 9.7% to $3.4 billion and swings to net income of $62 million

Positive Impact 3 of 5 earnings Written later

Wayfair reported third quarter 2026 results for the period ended September 30, 2026. Net revenue rose 9.7% to $3.4 billion, driven by U.S. revenue growth of 11.4%, while net income was $62 million compared with a net loss of $99 million a year earlier.

Key points

  • Total net revenue was $3.4 billion, up $303 million or 9.7% year over year; U.S. net revenue was $3.0 billion, up 11.4%.
  • International net revenue was $380 million, down 2.3% year over year.
  • Net income was $62 million, or $0.45 per diluted share, versus a loss of $0.76 per share a year earlier; Adjusted EBITDA was $236 million, up from $208 million.

The filing

CompanyWayfair Inc. (W)
Form8-K, current report
Filed with the SECNov 4, 2026, 7:04 AM ET
Accession number0001616707-26-000195

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.