Wayfair (W) Q3 Earnings and Revenues Surpass Estimates

Financial Performance - Wayfair reported quarterly earnings of $0.7 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and up from $0.22 per share a year ago, representing an earnings surprise of +52.17% [1] - The company posted revenues of $3.12 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.62%, compared to $2.88 billion in the same quarter last year [2] - Over the last four quarters, Wayfair has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Wayfair shares have increased approximately 95.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.9% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.43 for the coming quarter and $1.89 for the current fiscal year [7] - The Zacks Rank for Wayfair is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Internet - Commerce industry, to which Wayfair belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8]