Can AI help Wayfair furnish its ambition to become an 'always-on digital interior designer'? CEO Niraj Shah pitches how it can

Wayfair presented Wall Street with its first annual growth for the first time since 2020, with the e-commerce firm posting $12.5 billion in 2025 sales.

That’s a 5.1% increase year-on-year compared to a one percent decline this time last year. Sequentially, quarterly growth numbers gave more room for optimism as Q4 revenues of $3.34 billion were up seven percent on Q3.

As ever, founder and CEO Niraj Shah remains upbeat:

The opportunity in front of us is considerable. We're playing in a category that is nearly $0.5 trillion in the U.S., Canada and the U.K. The space is highly fragmented, filled with either large retailers that don't focus on home goods or pure-play competitors that cannot match our scale and the benefits we bring to both our customers and our suppliers.

Some of them can however turn a profit, while Wayfair ...