Wayfair Sales Rise 10% in Third Quarter

The online furniture retailer reported its strongest quarterly sales growth since the pandemic as it gains share in a sluggish housing market.

Updated on Nov. 4, 2026 in Economic Indicators

Live Poll

Do you plan to buy furniture or home goods in the next few months?

Wayfair reported third-quarter 2026 sales growth of 10%, its strongest quarter since the pandemic, with net income of $62 million compared with a loss of $99 million a year earlier. Total revenue reached $3.42 billion, above the $3.38 billion analysts expected.

Why it matters

The results suggest the online furniture retailer is continuing to take market share even as the housing market remains weak, a trend that bears on demand for home goods. The company attributes its growth to shopper loyalty, new store openings, its luxury furniture business and an emphasis on value.

Wayfair's U.S. revenue reached about $3 billion, up 11.4% year over year, while international net revenue fell 2.3% to $380 million. The report does not break down how much of the U.S. growth came from price versus volume.

The players

Wayfair

Wayfair is a Boston-based online retailer of furniture and home goods that has expanded into physical stores and a luxury furniture business.

The details

Wayfair's active customers grew 4.7% year over year to 22.2 million, and orders delivered rose 12.2% to about 11 million during the quarter. The company said it is maintaining promotional activity for the fourth quarter at levels similar to last year.

Sept. 30, 2026: Wayfair's third-quarter reporting period ended.
Nov. 4, 2026: Wayfair reported third-quarter earnings.
Fourth quarter 2026: Holiday promotional activity is expected to match last year's level.

Market Dynamics

Wayfair's growth comes as home sales have stayed subdued since mortgage rates rose sharply in 2022, leaving the company to win share through loyalty programs and value pricing rather than a rebound in housing activity. The quarter suggests online furniture sellers can gain ground even while the housing backdrop stays weak.

Shoppers may find promotional pricing for home goods around the holidays similar to last year, since Wayfair says it is keeping fourth-quarter promotions at prior-year levels. Households planning furniture purchases can expect pricing and product ranges designed to appeal to a broad base of consumers.

The takeaway

Wayfair's results show that value-focused online retailers can still grow while the housing market is slow. Shoppers comparing home goods prices may find the most room to save during the promotional periods the company has said it will maintain.