Wayfair IncW
▲ PositiveDemandrelevance
Revenue growth driven by higher orders and strong Perigold sales.
Impact on stocks 1
Consumer Discretionary
Wayfair IncWayfair reported 7.5% year-over-year revenue growth in the second quarter of 2026, driven by an 8.7% increase in its U.S. segment. CEO Niraj Shah said orders rose 6% from a year earlier and more than 12% sequentially, marking the strongest second-quarter sequential order growth since 2020. The company posted a 30.0% gross margin, $242 million in adjusted EBITDA, and $301 million in free cash flow, its best quarterly cash generation since Q2 2020. Wayfair's luxury platform Perigold grew more than 35% year over year and now generates slightly more than $400 million in annual sales. For the third quarter, Wayfair forecast high-single-digit revenue growth and an adjusted EBITDA margin of 6% to 7%.
Wayfair IncRevenue growth driven by higher orders and strong Perigold sales.