Wayfair(US:W) ZACKS·2025-08-04 14:31Core Insights - Wayfair reported $3.27 billion in revenue for Q2 2025, a 5% year-over-year increase, with an EPS of $0.87 compared to $0.47 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.14 billion by 4.25%, and the EPS surpassed the consensus estimate of $0.36 by 141.67% [1] Financial Performance Metrics - Orders Delivered: 10 million, exceeding the average estimate of 9.65 million [4] - Average Order Value: $328.00, compared to the average estimate of $323.46 [4] - Active Customers: 21 thousand, slightly below the average estimate of 22.03 million [4] - LTM Orders Per Customer: $1.86, above the average estimate of $1.79 [4] - LTM Net Revenue per Active Customer: $572.00, exceeding the average estimate of $529.01 [4] - Orders by Repeat Customers: 80.7%, slightly above the estimated 80.5% [4] - Orders From Repeat Customers: 8.1 thousand, compared to the average estimate of 7.77 thousand [4] - Geographic Net Revenue - International: $399 million, surpassing the average estimate of $355.9 million, with a year-over-year change of 3.1% [4] - Geographic Net Revenue - United States: $2.87 billion, exceeding the average estimate of $2.77 billion, with a year-over-year change of 5.3% [4] Stock Performance - Wayfair shares have returned +14.8% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for near-term outperformance against the broader market [3]