Investor Presentation 2026 February 2026 1 Safe Harbor This presentation contains "forward-looking statements" within the meaning of federal and state securities laws. All statements other than statements of historical fact contained in this presentation—including statements regarding our future results of operations and financial position, including our profitability goals, business strategy, plans and objectives of management for future operations and the financial impact, our plans for growth, including ...

Core Insights - The furniture retailer reported better-than-expected sales and adjusted earnings, indicating strong performance in the market [1] - However, a debt extinguishment loss negatively impacted overall profits, highlighting potential financial challenges [1] Sales Performance - The company achieved sales figures that exceeded market expectations, suggesting robust demand for its products [1] - Adjusted earnings also surpassed forecasts, reflecting effective cost management and operational efficiency [1] Financial Impact - The debt extinguishment loss has been a significant factor affecting the company's profitability, which may raise concerns among investors regarding future financial stability [1]

Core Insights - Wayfair narrowed its fourth-quarter loss as revenue increased, primarily due to the growth of its business in the U.S. [1] Revenue Performance - The company experienced a rise in revenue, which contributed to the reduction of its losses in the fourth quarter [1]. Business Growth - The growth of Wayfair's business in the U.S. market was a significant driver behind the improved financial performance [1].

Exhibit 99.1 Wayfair Announces Fourth Quarter and Full Year 2025 Results, Reports Further Share Capture and Strong Profitability Q4 Net Revenue of $3.3 billion with 21.3 million Active Customers BOSTON, MA — February 19, 2026 — Wayfair Inc. ("Wayfair," "we," or "our") (NYSE: W), the destination for all things home, today reported financial results for its fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Full Year 2025 Financial Highlights • Total net revenue of ...

Core Insights - Wayfair's annual sales increased for the first time since 2020, with a revenue growth of 5.1% to $12.5 billion in 2025, following a decline of over 1% in 2024 [1] - The company exceeded Wall Street expectations for both revenue and earnings in its fiscal fourth quarter, reporting adjusted earnings per share of 85 cents compared to an expected 66 cents [2][9] - Wayfair experienced a loss of $116 million, or 89 cents per share, in Q4, an improvement from a loss of $128 million, or $1.02 per share, a year earlier [3] Revenue and Earnings Performance - In Q4, Wayfair's revenue rose to $3.34 billion, up approximately 7% from $3.12 billion a year earlier, marking the second consecutive quarter of revenue growth [4] - The adjusted EBITDA for the quarter was $224 million, surpassing expectations of $200 million [4][5] Customer Growth and Market Position - Wayfair achieved its third consecutive quarter of new customer growth, alongside healthy growth in repeat orders, despite a contracting category in the furniture industry [3] - Average order values increased to $301 from $290 in the previous year, with the number of orders delivered growing at a similar pace [7] Strategic Initiatives - The company has focused on enhancing customer experience through initiatives like a rewards program and product quality verification, which have contributed to market share gains [8] - Wayfair's positioning as a value-oriented retailer has resonated with consumers prioritizing lower prices amid a challenging economic environment for the furniture industry [6]

Wayfair Announces Fourth Quarter and Full Year 2025 Results, Reports Further Share Capture and Strong Profitability [Accessibility Statement] Skip NavigationQ4 Net Revenue of $3.3 billion with 21.3 million Active CustomersBOSTON, Feb. 19, 2026 /PRNewswire/ -- Wayfair Inc. ("Wayfair," "we," or "our") (NYSE: W), the destination for all things home, today reported financial results for its fourth quarter and full year ended December 31, 2025.Fourth Quarter 2025 Financial Highlights- Cash, cash equivalents and ...

Core Viewpoint - UBS has lowered its price target on Wayfair to $130 from $135 while maintaining a Buy rating, indicating a cautious but optimistic outlook on the company's performance in the home furnishings market [1]. Group 1: Company Performance - Wayfair's fourth-quarter results are anticipated to reflect the company operating from a position of relative strength, particularly as it gains market share during the early stages of an industry recovery [1]. - Concerns exist regarding Wayfair's ability to sustain comparable growth starting in the second quarter of 2026 [1]. Group 2: Market Share and Growth Potential - Investors are likely to focus on the scale of Wayfair's market share gains, which some perceive to have narrowed recently [2]. - UBS sees a compelling path to double-digit EBITDA growth for Wayfair, especially as the home furnishings market strengthens [2]. - If Wayfair can demonstrate the sustainability of its growth trajectory, both earnings estimates and stock price could increase in tandem [2].

Core Insights - Analysts project Wayfair (W) will report quarterly earnings of $0.64 per share, a 356% increase year over year, with revenues expected to reach $3.29 billion, reflecting a 5.4% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 5.3% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Key Metrics Estimates - Analysts expect 'Geographic Net Revenue- International' to be $403.72 million, a 6% increase from the previous year, while 'Geographic Net Revenue- United States' is projected at $2.89 billion, a 5.5% increase [5] - The estimated 'Orders Delivered' is 10.94 million, up from 10.70 million in the same quarter last year. The 'Average Order Value' is expected to be $302.31, compared to $290.00 a year ago. 'Active Customers' are projected to reach 21.62 million, up from 21.40 million [6] - 'LTM Net Revenue per Active Customer' is estimated at $570.62, an increase from $555.00 in the same quarter last year. 'Orders by Repeat Customers' are expected to be 80.2%, up from 79.4% [7] - 'Orders From Repeat Customers' is projected to reach 8.85 thousand, compared to 8.50 thousand a year ago. 'Adjusted EBITDA- U.S' is expected to be $190.96 million, up from $110.00 million last year [8] Stock Performance - Over the past month, Wayfair shares have declined by 30.2%, while the Zacks S&P 500 composite has decreased by 2%. Wayfair currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market [8]

Core Viewpoint - Wall Street anticipates a year-over-year increase in Wayfair's earnings driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2] Company Summary - Wayfair is expected to report quarterly earnings of $0.64 per share, reflecting a significant year-over-year increase of +356% [3] - Revenue projections stand at $3.29 billion, indicating a growth of 5.4% compared to the same quarter last year [3] - The consensus EPS estimate has been revised down by 5.28% over the last 30 days, suggesting a reassessment by analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Wayfair is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +6.63%, indicating a bullish outlook from analysts [12] - However, Wayfair currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Wayfair exceeded expectations by delivering earnings of $0.70 per share against an anticipated $0.46, resulting in a surprise of +52.17% [13] - Over the past four quarters, Wayfair has beaten consensus EPS estimates three times [14] Industry Context - In the Zacks Internet - Commerce industry, Booking Holdings is expected to report earnings of $47.58 per share, reflecting a year-over-year change of +14.5% [18] - Booking Holdings' revenue is projected at $6.11 billion, up 11.7% from the previous year, with a revised EPS estimate down by 1.9% over the last 30 days [19] - The company has an Earnings ESP of +2.40% and a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [20]

Core Insights - Perigold has launched its first major brand collaboration with Olivia Palermo, enhancing its position in luxury home e-commerce [1][4] - The collaboration allows Palermo to design her new apartment entirely through Perigold's platform, showcasing her unique style [2][3] - Perigold offers over 460,000 products from more than 1,000 leading design brands, emphasizing quality and craftsmanship [3][5] Company Overview - Perigold was established in 2017 as a luxury house of brands, focusing on high-quality home design products [3][5] - The company provides a curated e-commerce experience, combining exceptional design with trusted brands [4] - Perigold is part of the Wayfair Inc. brand portfolio and is headquartered in Boston, Massachusetts [5]