Wayfair (NYSE:W) shares fell around 3% in pre-market trading on Tuesday, even after the online home furnishings retailer reported second-quarter 2026 earnings and revenue that both exceeded Wall Street expectations.
The company delivered solid sales growth, higher customer spending and continued gains in order volumes, but investors remained cautious following the results
Revenue and Earnings Beat Forecasts Wayfair reported earnings of $0.95 per share for the second quarter, ahead of the analyst consensus estimate of $0.87. Revenue increased 7.5% year over year to $3.52 billion, surpassing market expectations of approximately $3.45 billion. Growth was driven primarily by the U.S. business, where demand remained resilient throughout the quarter.
U.S. Business Offsets International Weakness Net revenue in the United States climbed 8.7% from a year earlier to $3.1 billion, representing an increase of $251 million. International revenue, however, declined 1.3% to $394 million, a decrease of $5 million compared with the same period last year.