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• Net loss was $1 million; Non-GAAP Adjusted EBITDA was $242 million; Non-GAAP Adjusted Diluted EPS was $0.95.
• Non-GAAP Free Cash Flow was $301 million, the strongest since 2020; operating cash flow was $360 million.
• Active customers reached 21.7 million, up 3.3% year over year; orders delivered rose 6.0% to 10.6 million.
• Specialty retail brands grew nearly 20% and Perigold grew over 35% in Q2 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• At the May 21, 2026 Annual Meeting, stockholders approved Amendment No. 1 to the Wayfair Inc. 2023 Incentive Award Plan, increasing authorized Class A common shares by 20,000,000.
• Stockholders ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal 2026.
• The non-binding advisory vote on executive compensation passed with 247,755,435 votes for and 60,925,156 against.
• The Amendment to the 2023 Plan was approved with 253,741,331 votes for and 54,941,475 against.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Wayfair LLC issued $400 million aggregate principal amount of 7.125% senior secured notes due 2034 on May 18, 2026.
• The notes are senior secured obligations, with interest payable semi-annually at 7.125% per annum, maturing May 31, 2034.
• Wayfair called for redemption all outstanding 3.50% Convertible Senior Notes due 2028, with redemption date June 29, 2026.
• Holders of 2028 notes may convert before redemption; conversion rate increases to 23.3162 shares per $1,000 principal for converted notes.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Wayfair Inc. announced on May 13, 2026 that its subsidiary Wayfair LLC priced a private offering of $400 million aggregate principal amount of 7.125% senior secured notes due 2034.
• Net proceeds are intended to repay a portion of existing indebtedness and for general corporate purposes.
• The notes and related guarantees are unregistered and offered only to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.
• The notes will be guaranteed on a senior secured basis by Wayfair and certain domestic subsidiaries, secured by liens on assets securing existing senior secured debt.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Net proceeds from the notes offering will be used to repay a portion of existing indebtedness and for general corporate purposes.
• Wayfair repurchased approximately $46 million principal amount of its 3.50% convertible senior notes due 2028 for about $73 million plus accrued interest.
• The repurchases settled by May 4, 2026, leaving approximately $444 million of the 2028 notes outstanding.
• The notes will be offered only to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Q1 2026 total net revenue was $2.9 billion, up 7.4% year over year.
• U.S. net revenue was $2.6 billion, up 7.5% YoY; international net revenue was $319 million, up 6.0% YoY.
• Net loss was $105 million; Non-GAAP Adjusted EBITDA was $151 million; diluted loss per share was $0.80; Non-GAAP Adjusted Diluted EPS was $0.26.
• Active customers totaled 21.4 million, up 1.4% YoY; LTM net revenue per active customer was $591, up 5.2% YoY.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The repurchases cost approximately $99 million, plus accrued but unpaid interest, in open market transactions.
• The repurchases were funded with a portion of the net proceeds from Wayfair's 6.75% senior secured notes due 2032.
• All repurchases settled by March 5, 2026, leaving approximately $533 million aggregate principal amount of the 2028 Notes outstanding.
• The transaction is part of Wayfair's liability management strategy to reduce upcoming maturities and manage potential dilution.

7.01 Regulation FD Disclosure

• Q4 2025 total net revenue was $3.3 billion, up 6.9% year over year; excluding Germany exit, up 7.8%.
• Full year 2025 total net revenue was $12.5 billion, up 5.1% year over year; net loss was $313 million.
• Active customers totaled 21.3 million as of December 31, 2025, down 0.5% year over year.
• No specific guidance for future periods was provided in the press release.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits