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Wayfair reports active customers totaled 21.2M as of Sept. 30, down 2.3% y/y

Active customers totaled 21.2 million as of September 30, 2025, a decrease of 2.3% year over year. LTM net revenue per active customer was $578 as of September 30, 2025, an increase of 6.1% year over year. Orders per customer, measured as LTM orders delivered divided by active customers, was 1.87 for the third quarter of 2025, compared to 1.85 for the third quarter of 2024. Orders delivered in the third quarter of 2025 were 9.8 million, an increase of 5.4% year over year. Repeat customers placed 80.1% of total orders delivered in the third quarter of 2025, compared to 79.9% in the third quarter of 2024. Repeat customers placed 7.9 million orders in the third quarter of 2025, an increase of 6.8% year over year. Average order value was $317 in the third quarter of 2025, compared to $310 in the third quarter of 2024. 63.0% of total orders delivered were placed via a mobile device in the third quarter of 2025, compared to 62.9% in the third quarter of 2024.

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