Wayfair Store

Wayfair’s first-ever brick-and-mortar store.

Wayfair soars after posting strongest revenue growth since 2021

The home goods giant delivered a surprise profit surge, even as customer counts dipped.

8/4/25 10:37AM

Wayfair shares jumped over 10% after the online home retailer delivered a massive Q2 earnings beat and its best revenue growth, even amid a shaky housing market.

Adjusted earnings per share came in at $0.87, soaring ahead of Wall Street’s expectations of $0.33. Revenue also outperformed, hitting $3.27 billion versus the $3.12 billion expected by analysts polled by FactSet.

Excluding the impact of an exit from Germany, sales rose 6% from a year ago — the company’s highest growth rate since early 2021.

While the company didn’t give full-year guidance, execs say Wayfair is finally seeing its long-term investments pay off, with CEO Niraj Shah citing “accelerating sales and share gain” and calling the second quarter a “resounding success.”

Active customers fell 4.5% to 21 million, but revenue per customer rose nearly 6% to $572. Average order value climbed to $328, up from $313 last year, with repeat buyers making up over 80% of orders.

Wayfair shares are now up 50% year to date.

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