Online home goods retailer Wayfair posted net revenue of $3.51bn for the second quarter ended 30 June 2026, marking a 7.5% rise on the same period last year.
The US business was the primary driver of growth, with net revenue climbing 8.7% year-on-year (YoY) to $3.12bn.
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By contrast, international net revenue slipped 1.3% to $394m, a decline of 2% when measured on a constant currency basis.
The company reported a net loss of $1m for the quarter, against net income of $15m in the second quarter of 2025.
Income from operations, however, improved markedly to $104m, up from $17m in the corresponding period a year earlier.
Active customers reached 21.7 million as of 30 June 2026, a 3.3% increase YoY.
Total orders delivered increased 6% YoY to 10.6 million.
Repeat customers made up 80.2% of total orders delivered, a slight decline from 80.7% a year earlier, though the number of orders they placed rose 4.9% to 8.5 million.
Mobile devices continued to gain share of total orders, accounting for 64.1% of orders delivered, up from 62.9% in the prior-year period.
For the six months ended 30 June 2026, net revenue totalled $6.45bn, up from $6bn in the same period last year.
Income from operations swung to a profit of $93m, reversing a $105m loss in the first half of 2025.
The company’s net loss for the six-month period was $106m, compared with a net loss of $98m in the prior-year period.
Diluted loss per share was $0.81, against $0.77 in the first half of 2025.
Wayfair CEO, co-founder and co-chairman Niraj Shah said: “Q2 marked another strong quarter of share capture and top line momentum, with 7.5% net revenue growth fuelled by momentum in orders, which were up by 6% for the period.
“We saw the best sequential growth we have seen in a Q2 since the second quarter of 2020. In fact, revenue growth in the US was the best we have seen in the entire post-Covid period, with nearly 9% YoY revenue growth, continuing the high single digit share spread we’ve held since last fall.”
