Wayfair (W) reported earnings Tue 10 Nov 2015 (before open)

** charts after earnings **

 Wayfair reports smaller than expected adj. net loss, beats on revs :

• Reports Q3 (Sep) loss of $0.13 per share, excluding non-recurring items, $0.11 better than the Capital IQ Consensus of ($0.24); revenues rose 76.7% year/year to $594 mln vs the $523.35 mln Capital IQ Consensus. 
• Repeat customers placed 55.2% of total orders in the Third Quarter of 2015, compared to 49.8% in the Third Quarter of 2014
• Repeat customers placed 1.3 million orders in the Third Quarter of 2015, an increase of 96.0% year over year
• Orders delivered in the Third Quarter of 2015 were 2.3 million, an increase of 76.8% year over year
• Average order value was $235 for the Third Quarter 2015, an increase of 8.3% year over year
• "New customer growth and repeat customer growth continue to accelerate at a phenomenal pace as we enhance our offering and build greater brand awareness with consumers. We are well positioned to enter the holiday season with key improvements across assortment, merchandising and marketing - and look forward to further building our leadership position as the number one destination for home furnishings and dcor."