Wayfair Eyes $3.3B Revenue, $0.69 EPS in Upcoming Earnings Report

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Wayfair will report fourth-quarter results tomorrow, with analysts forecasting 5.7% revenue growth to $3.3 billion and adjusted earnings of $0.69 per share. In the previous quarter, the company surpassed revenue estimates by 3.4%, posting $3.12 billion (+8.1% YoY) and recorded 21 million active buyers (-3.2% YoY).

1. Upcoming Earnings Outlook

Analysts forecast fourth-quarter revenue at $3.3 billion, a 5.7% increase from a year ago, and adjusted earnings of $0.69 per share.

2. Previous Quarter Results

In the prior quarter, Wayfair reported $3.12 billion in revenue—surpassing estimates by 3.4% and marking 8.1% year-over-year growth—while recording 21 million active buyers, a 3.2% decline from last year.

3. Peer Comparisons and Market Trends

Consumer internet peers have shown varied Q4 results, with Amazon posting 13.6% revenue growth and Reddit up 69.7%, while the sector’s equities fell 18.7% over the past month following debates over tariffs and corporate tax adjustments.

4. Stock Performance and Analyst Targets

Wayfair’s shares have dropped 20.8% in the past month, and analysts maintain an average price target of $113.11.

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