Wayfair (NYSE: W) reported a 7.5% year-over-year revenue growth for Q2 2026, driven by an 8.7% increase in its U.S. segment. The company saw orders rise by 6% compared to the previous year and over 12% sequentially from Q1, marking the strongest second-quarter sequential order growth since 2020. Active customers increased by more than 3%, while average order value rose by 1.2% year over year.
U.S. revenue growth accelerated, reaching nearly 9%, while international revenue declined by 1.3%. Wayfair’s gross margin for the quarter was 30.0%, with an adjusted EBITDA of $242 million, reflecting a margin of 6.9%, its best since 2021. The company generated $301 million in free cash flow, up over 30% year over year, and reported cash and equivalents of $1.1 billion at quarter-end.
Looking ahead, Wayfair expects high-single-digit revenue growth for Q3, with gross margin projected between 29.5% to 30.5%. The company plans to continue investing in its physical retail presence, with a new store opening in Denver this fall.
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