By Kelly Cloonan

Wayfair narrowed its fourth-quarter loss as revenue rose, driven by the growth of its business in the U.S.

The furniture retailer on Thursday posted a loss of $116 million, or 89 cents a share, compared with a loss of $128 million, or $1.02 a share, a year earlier.

Adjusted earnings per share were 85 cents, compared with estimates of 69 cents a share according to analysts polled by FactSet.

Revenue rose 6.9% to $3.34 billion. Analysts expected $3.3 billion. Excluding the effect of the company's exit from the German market, revenue rose 7.8% year over year.

The company's U.S. business recorded revenue of $2.9 billion, up 7.4% year over year. International revenue rose 3.7% year over year to $395 million.

Active customers fell 0.5% to 21.3 million. The company delivered 11.1 million orders during the quarter, a 3.7% increase year over year.

Chief Executive Niraj Shah said the results marked the company's third consecutive quarter of new customer growth and included healthy growth in repeat orders, even as the overall category declined.

Write to Kelly Cloonan at kelly.cloonan@wsj.com

(END) Dow Jones Newswires

By Kelly Cloonan

Wayfair had a narrower fourth-quarter loss, driven by growth in the U.S., but active customers were weaker-than-expected in the latest period.

Shares of the furniture retailer recently fell 12% to $83.96 in premarket trading Thursday.

Wayfair posted a loss of $116 million, or 89 cents a share, in the fourth quarter compared with a loss of $128 million, or $1.02 a share, a year earlier.

Adjusted earnings per share were 85 cents, compared with estimates of 69 cents a share according to analysts polled by FactSet.

Revenue rose 6.9% to $3.34 billion. Analysts expected $3.3 billion. Excluding the effect of the company's exit from the German market, revenue rose 7.8% year over year.

The U.S. business recorded revenue of $2.9 billion, up 7.4% year over year. International revenue rose 3.7% year over year to $395 million.

Active customers fell 0.5% to 21.3 million, compared with analysts' estimates of 21.5 million. The company delivered 11.1 million orders during the quarter, a 3.7% increase year over year.

Chief Executive Niraj Shah said the results marked the company's third consecutive quarter of new customer growth and included healthy growth in repeat orders, even as the overall category declined.

Write to Kelly Cloonan at kelly.cloonan@wsj.com

(END) Dow Jones Newswires

February 19, 2026 08:50 ET (13:50 GMT)

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