Wayfair Q3 revenue rises 9.7% to $3.4B with 22.2M active customers, showing strong U.S. growth.

Wayfair reported Q3 2026 net revenue of $3.4 billion, up 9.7% year-over-year, driven by an 11.4% increase in U.S. revenue. Active customers grew 4.7% to 22.2 million, with orders up 12.2%, signaling strong market share gains. The company posted a net income of $62 million and adjusted EBITDA margin of 6.9%, its best Q3 since 2020. Wayfair's CEO highlighted confidence in sustained U.S. growth and structural share gains as key drivers going forward.

Following Wayfair's Q3 report showing strong U.S. revenue growth and improved profitability, the stock price on Pluang has declined 4.80% to USD 106.00 as of Nov 04, 2026 19:02 WIB. The company's market cap stands at $15.25 billion, with a 52-week trading range between $57.40 and $120.12. Despite positive earnings, Pluang order activity currently shows 100% sell interest, reflecting cautious investor sentiment.