• Wayfair Inc. (NYSE:W) reported an EPS of -$0.89 for February 19, 2026, missing the estimated EPS of $0.64, but surpassed revenue expectations with $3.34 billion.
• The company achieved its first annual sales growth since 2020, with total sales reaching $12.5 billion in 2025, indicating a significant turnaround.
• Despite the positive sales and revenue growth, Wayfair's stock is experiencing a decline due to a debt extinguishment loss, with a P/E ratio of approximately -38 and a price-to-sales ratio of about 0.96.

Wayfair Inc. (NYSE:W), a leading online retailer specializing in home goods and furniture, recently disclosed its financial performance, revealing mixed results. The company reported an earnings per share (EPS) of -$0.89 for February 19, 2026, falling short of the anticipated EPS of $0.64. However, Wayfair's revenue for the period reached approximately $3.34 billion, exceeding the expected $3.30 billion.

In 2025, Wayfair marked a significant milestone by achieving its first annual sales growth since 2020, with total sales soaring to $12.5 billion. This growth was propelled by increased order volumes and stronger customer acquisition efforts. The company's revenue grew by 5.1% in 2025, a notable rebound from a decline of over 1% in 2024.

Despite outperforming sales and adjusted earnings expectations, Wayfair's stock has been on a downward trajectory. This decline is largely attributed to a debt extinguishment loss, which has adversely affected the company's profitability. The company's price-to-earnings (P/E) ratio stands at approximately -38, signaling negative earnings, while the price-to-sales (P/S) ratio is around 0.96.

Wayfair's active customer base expanded to 21.3 million, underscoring its success in attracting new customers and achieving strong repeat order growth. The company reported a total net revenue of $3.3 billion for the fourth quarter of 2025, representing a 6.9% increase compared to the same period in the previous year. This growth was attained amidst a challenging market environment.

CEO Niraj Shah remains optimistic about the company's future, highlighting the third consecutive quarter of new customer growth and robust growth in repeat orders. Wayfair's strategic initiatives are poised to deliver compounded benefits in the forthcoming years, solidifying its status as a premier destination for home goods. However, the company's current ratio of approximately 0.94 indicates potential challenges in meeting short-term liabilities with short-term assets.