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Orders Delivered
Number of customer orders successfully fulfilled and delivered on time and complete. High delivery rates reflect efficient logistics and support repeat purchases, while frequent delays or failed deliveries increase returns, customer churn and operating costs—especially important for Wayfair’s large, bulky-item supply chain.Orders remain well below the 2020 pandemic spike but have stabilized into a steady, seasonal range since 2022 with only modest quarter-to-quarter growth; management is clearly winning share and lifting revenue through higher AOV and better monetization rather than big order-volume gains. That explains how Wayfair delivered solid revenue and margin expansion despite muted order growth. The key investor question: will Rewards, international rollout and AI-driven merchandising convert share gains into sustained order growth without eroding margins amid continued category cyclicality and transport-cost risk?
Date | Orders Delivered |
|---|---|
Jun 30, 2026 | 10.60M |
Mar 31, 2026 | 9.40M |
Dec 31, 2025 | 11.10M |
Sep 30, 2025 | 9.80M |
Jun 30, 2025 | 10.00M |
Mar 31, 2025 | 9.10M |
Dec 31, 2024 | 11.00M |
Sep 30, 2024 | 9.30M |
Jun 30, 2024 | 10.00M |
Mar 31, 2024 | 9.60M |