Wayfair grew revenue in its fiscal Q1 2026, which ended March 31, as orders and average order value (AOV) in the quarter increased 3.65% year over year.

Cofounder and CEO Niraj Shah told investors on the retailer’s Q1 earnings call that “Wayfair has been off to a solid start to the year despite a volatile macroeconomic backdrop.” In part, Shah was referring to the impacts of the U.S. and Israel’s war against Iran, which began Feb. 28. The war has disrupted supply chains globally and raised the cost of fuel.

He addressed how Wayfair has mitigated rising fulfillment costs as well as how the retailer is approaching agentic AI. At the same time, Shah noted that Wayfair’s supply chain optimization has allowed it to reduce almost two days from its delivery speeds over the past year.

He also said Wayfair’s revenue performance in Q1 “translated to noteworthy profitability.” It reached a 5.2% adjusted EBITDA margin in Q1, its best for a first quarter in five years. That was close to what it reported in the Q1 2021, he said.

Selling, operations, technology, general and administrative expenses came in at $356 million for Q1. That’s the lowest it has been since Q2 2019, according to Kate Gulliver, chief financial officer and chief administrative officer.

After the quarter, from April 25 through 27, Wayfair held its Way Day 2026 sales event. Shah said the retailer was “thrilled with the customer engagement” during Way Day. In March and April, respectively, the retailer expanded its Wayfair Rewards loyalty program to Canada and the U.K.

Wayfair ranks No. 11 in the Top 2000 Database. The database ranks North America’s leading online retailers based on their annual ecommerce sales. Wayfair is also the highest-ranking Housewares & Home Furnishings retailer in the Top 2000.

Wayfair revenue growth and sales trends in Q1 2026

In its fiscal Q1 2026, Wayfair reported that its total revenue reached $2.93 billion. That was 7.3% growth from $2.73 billion in revenue during its Q1 2025.

Customer service and merchant fees amounted to 3.8% of net revenue in the quarter. Meanwhile, advertising was 11.2% of net revenue.

The U.S. accounted for the vast majority of Wayfair revenue in Q1 2026, at $2.6 billion. That was a 7.5% year-over-year increase, or $183 million more than in Q1 2025. Wayfair’s international revenue increased 6% year over year, or $18 million, to reach $319 million in Q1 2026.

That growth came as Wayfair’s number of active customers increased 1.4% year over year, totaling 21.4 million. It defines active customers as those who have purchased from the retailer over the last 12 months (LTM). LTM revenue per active customer increased 5.2% to reach $591.

Wayfair’s AOV increased to $312 in Q1 2026 from $301 during that period in 2025.

The retailer’s orders per customer increased to 1.88 in Q1 2026, versus 1.85 the year before. It defines orders per customer as the number of LTM orders it delivered divided by the number of active customers. Wayfair said it delivered 9.4 million orders in Q1 2026, a 3.3% increase year over year.

Repeat customers placed 79.8% of all orders that Wayfair delivered in Q1. That’s down slightly from 80.5% the prior year. Repeat customers placed 7.5 million orders in Q1, Wayfair said. That’s a 2.7% increase year over year.

Wayfair also saw orders from new customers grow nearly 7% in the quarter, Gulliver said.

Additionally, close to two-thirds (64.7%) of all Wayfair orders in Q1 2026 came from mobile devices. That’s up from 63.4% of orders during the same quarter of 2025.

Wayfair’s expansion into Canada, Ireland and the UK

Shah called the home furnishings category in the U.S., Canada, Ireland and the U.K. a half-a-trillion-dollar market. and more than $100 billion of that comes from outside the U.S., he noted.

“While our U.S. business naturally commands a lot of attention given its scale, Canada and the U.K. represent large, highly attractive markets with similar demographics and a similar online penetration rate,” Shah said. “We’ve taken a deliberate long-term oriented approach of building a global infrastructure that can be leveraged to support our efforts internationally, and we think we’re set to reap the benefits.”

Wayfair’s successes will start with selection, pricing and fast, reliable delivery, Shah said. The retailer achieved its highest non-COVID market share in Canada in 2025.

Wayfair operates a logistics network called CastleGate that includes more than 60 buildings across multiple continents. Shah said Wayfair’s supply chain enables it to position inventory in its Canadian CastleGate warehouses while also fulfilling cross-border orders by using U.S. locations.

Additionally, Wayfair has marked Canadian-made products as well as those that ship from the country through site-navigation filters. That initiative helped drive a 15% increase in customer engagement for the product segment, he said.

In the U.K., Wayfair has grown its catalog to more than 6 million products, he said. Wayfair now delivers 60% of large-parcel orders in the country within two days, he added.

The retailer has added delivery to a room of choice, assembly upon delivery and assembly post-delivery as offerings there. Similar to how it approaches the U.S. and Canada, Wayfair offers nearly all its U.K. products to its consumers in Ireland as well.

Percentage changes may not align exactly with dollar figures due to rounding. Check back for more earnings reports. Here’s last quarter’s update on Wayfair revenue.