These Analysts Revise Their Forecasts On Wayfair After Q4 Results - Wayfair (NYSE:W)

Core Insights - Wayfair Inc. reported strong fiscal fourth-quarter 2025 earnings, with adjusted earnings per share of 85 cents, surpassing the analyst consensus estimate of 66 cents [1] - Quarterly sales reached $3.337 billion, reflecting a year-over-year increase of 6.9%, exceeding the expected $3.301 billion [1] - The number of active customers as of December 31, 2025, was 21.3 million, showing a slight decrease of 0.5% year over year [1] Group 1 - The CEO, Niraj Shah, noted the company experienced its third consecutive quarter of new customer growth, alongside healthy growth in repeat orders, despite a category contraction in the low single digits for the final quarter of the year [2] - Wayfair anticipates mid-single-digit year-over-year revenue growth for the first quarter of 2026, with gross margins projected between 30% and 31%, likely towards the lower end [3] - Adjusted EBITDA is expected to range between 4.5% and 5.5% of net revenue [3] Group 2 - Following the earnings announcement, Wayfair shares increased by 2.1%, trading at $81.26 [3] - Analysts have adjusted their price targets for Wayfair in response to the earnings results [3]