Wayfair Grows U.S. Sales Amid Global Declines

May 3, 2025 | Retail / Distribution | 0 comments

USA – Wayfair Inc. , a leading global distributor of furniture and home goods, reported first-quarter 2025 revenue of USD 2.7 billion, nearly flat year-over-year.

U.S. net revenue rose 1.6% to USD 2.4 billion, helping offset a 10.9% decline in international sales. Gross profit totaled USD 837 million, representing a margin of 30.7%. The company posted a net loss of USD 113 million, with adjusted EBITDA reaching USD 106 million.

Cash and short-term investments stood at USD 1.4 billion at quarter-end, with total liquidity of USD 1.8 billion.

CEO Niraj Shah emphasized Wayfair’s resilience in a contracting market, noting the company continues to gain U.S. market share through disciplined execution and strategic supplier partnerships.

Despite a 5.4% decline in active customers to 21.1 million, repeat buyers placed over 80% of 9.1 million total orders, and mobile accounted for 63.4% of purchases. Average order value rose to USD 301, up from USD 285 a year earlier.

Shah reiterated confidence in the platform’s flexibility and Wayfair’s ability to invest efficiently in high-ROI growth opportunities amid ongoing economic uncertainty.

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