Wayfair A

Wayfair reported 7.5% year‑over‑year revenue growth in Q2, led by an 8.7% increase in U.S. sales, orders up 6% and active customers up over 3%. Adjusted EBITDA was $242 million (6.9% margin) and free cash flow rose to $301 million, enabling the company to redeem 2028 convertible debt after issuing a $400 million note. Luxury platform Perigold grew over 35% and specialty brands nearly 20%. Management sees continued market‑share gains and forecasts high‑single‑digit revenue growth in Q3 while planning opportunistic share repurchases to offset stock‑based compensation dilution. » More on finance.yahoo.com

Wayfair shares slipped 3.7% in premarket trading after the release of Q2 results, even though adjusted EPS of $0.95 topped the $0.87 estimate and revenue of $3.52 billion exceeded the $3.45 billion forecast. Pressure came from the weaker international business, whose revenue fell 1.3% to $394 million, while free cash flow was positive at $301 million. After a roughly 34.9% rise in the prior three months, investors took profits as optimism appeared to have been priced in before the numbers. » More on de.investing.com

Wayfair reported Q2 sales in its U.S. market up 8.7% to $3.1 billion, the fastest regional growth since 2020, and company-wide revenue of $3.52 billion, beating expectations. Adjusted EPS was $0.95 versus $0.89 expected and free cash flow reached $301 million, the highest since 2020; adjusted EBITDA came in at $242 million. Management said Wayfair is taking share from traditional brick-and-mortar retailers and saw outsized growth in specialty and luxury brands, including Perigold. » More on cnbc.com