Wayfair grows Q4 and full year sales

Global online furniture retailer Wayfair has reported a growth in fourth quarter and full year sales.

According to its Q4 trading updated ended 31 December 2025, total sales stood at $3.3 billion, increasing by $216 million, up 6.9% year over year.

Total net revenue, excluding the impact of its exit from the German market, grew 7.8% year over year.

US net revenue rose 7.4% to $2.9 billion, while International sales increased 3.7% to $395 million.

Net loss was $116 million and Non-GAAP Adjusted EBITDA was $224 million for the period.

For the full year, total net revenue rose 5.1% to $12.5 billion, with total sales, excluding the exit from the German market, up 6.1% year over year.

US net revenue rose 5.8% to $11 billion for the year, while International sales increased 0.4% to $1.5 billion.

Net loss was $313 million and Non-GAAP Adjusted EBITDA was $743 million. Active customers totalled 21.3 million during the year, a decrease of 0.5% year over year.

Niraj Shah, CEO, co-founder and co-chairman, Wayfair, commented: “Q4 capped off a tremendous year for Wayfair, with revenue growing 7.8% year-over-year excluding the impact of Germany. We had our third consecutive quarter of new customer growth, on top of healthy growth in repeat orders, all in the face of a category that contracted in the low single digits for the final quarter of the year.

“2025 was a year where we returned to growth and accelerated throughout the year through a number of organic business strategies that can compound for years to come. This was characterized by two important themes: our share capture overwhelming the drag of the macro, and the substantial flow through of that growth to the bottom line.

“We expect our topline growth and flow through to adjusted EBITDA to be the bedrock of our story for years to come.”

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