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Wayfair Pre-Earnings Report

After a difficult Q2, we’re seeing continued top-line deceleration to wayfair.com, but the magnitude is easing. The popular home furnishings retailer looks to be regaining momentum. Let’s go deeper:

  • Our key indicator for Direct Retail Revenue (total visits to W’s checkout page) experienced only a slight sequential deceleration in 3Q21.
  • Our signal for Active Customers (unique visitors to Wayfair’s checkout page) also saw a small sequential deceleration in 3Q21.
  • Plus, the company’s B2B channel pages are seeing traffic rebound.

Download the report to see the full analysis.

active customers - directional comps year over year graph