Online home goods company Wayfair exceeded third-quarter revenue expectations, reporting a 8.1% increase in total net revenue. Earnings per share were 70 cents adjusted, beating Wall Street’s estimate of 43 cents. Wayfair’s U.S. revenue rose 8.6% to $2.7 billion, while international revenue climbed 4.6% to $389 million. CFO Kate Gulliver credits growth to initiatives implemented over a year ago, not external factors like tariffs.

The company reported a net loss of $99 million for the period ending Sept. 30, compared to a loss of $74 million the year prior. Wayfair’s total net revenue excluding Germany exit jumped 9% year over year. CEO Niraj Shah highlighted a 5% growth in delivered orders for the quarter and a 6.7% Adjusted EBITDA margin, the highest in Wayfair’s history outside of the pandemic period.

Wayfair’s active customers totaled 21.2 million at the end of the quarter, a 2.3% decrease year over year. The company saw its shares rise 10% in premarket trading after the earnings report. Despite uncertainties from tariff policies, Wayfair’s strong model as a marketplace and retailer has allowed it to maintain profitability and drive growth.

Read more at CNBC: Wayfair (W) earnings Q3 2025