Wayfair (W.N): 1st Order:2Q Better Than Expected with U.S. Revenue Growth Accelerating; Adj. EBITDA 5% Ahead of Expectations-20260804
Wayfair(US:W) 花旗·2026-08-04 22:20CITI'S TAKE Flash | 04 Aug 2026 09:10:06 ET │ 11 pages Wayfair (W.N) 1st Order: 2Q Better Than Expected with U.S. Revenue Growth Accelerating; Adj. EBITDA 5% Ahead of Expectations Wayfair reported better-than-expected 2Q results. 2Q total revenue of $3.5B (+7.5% Y/Y) came in ~2% above FactSet consensus expectations and compares to guidance of mid-single-digit growth. Revenue growth was driven by 10.6M orders delivered (+6% Y/Y) at an AOV of $332 (+1.2% Y/Y) with U.S. revenue growth accelerating to +8.7% Y/Y ...