Wayfair reports active customers totaled 21M as of June 30, down 4.5% y/y

In Q2: LTM net revenue per active customer was $572 as of June 30, 2025, an increase of 5.9% year over year. Orders per customer, measured as LTM orders divided by active customers, was 1.86 for the second quarter of 2025, compared to 1.85 for the second quarter of 2024. Orders delivered in the second quarter of both 2025 and 2024 were 10.0 million. Repeat customers placed 80.7% of total orders delivered in the second quarter of 2025, compared to 81.7% in the second quarter of 2024. Repeat customers placed 8.1 million orders in the second quarter of both 2025 and 2024. Average order value was $328 in the second quarter of 2025, compared to $313 in the second quarter of 2024. 62.9% of total orders delivered were placed via a mobile device in the second quarter of 2025, compared to 63.7% in the second quarter of 2024.