Highly Shorted Wayfair Sinks As Active Customer Decline Raises Red Flags - Wayfair (NYSE:W)

Quarterly MetricsThe company reported fourth-quarter adjusted earnings per share of 85 cents, beating the analyst consensus estimate of 66 cents. Quarterly sales of $3.337 billion (+6.9% year over year) outpaced the Street view of $3.301 billion.Active customers totaled 21.3 million as of December 31, 2025, a decrease of 0.5% year over year.Total net revenue, excluding the impact of exit from the German market, grew 7.8% year over year.U.S. net revenue totaled $2.9 billion, rising 7.4% year over year. Inter ...