Wayfair reports Q2 2026 revenue of $3.52 billion and adjusted EPS of 95 cents

Wayfair reported results for the second quarter of 2026, posting revenue of $3.52 billion versus expectations of $3.47 billion and adjusted earnings per share of 95 cents. Free cash flow totaled $301 million, the company’s highest since 2020, while sales in its largest market rose 8.7% year over year to $3.1 billion. The company recorded a net loss of $1 million, or 1 cent per share, compared with net income of $15 million, or 11 cents per share, a year earlier. The update was framed as a catalyst tied to improving earnings quality, with potential implications for Wayfair (W) valuation and investor sentiment.