NEGG · Newegg Commerce, Inc.

Newegg Commerce, Inc. reported strong fiscal year 2025 results, with net sales increasing 16.9% to $1.44 billion and GMV rising 15.4% to $1.77 billion. The growth was driven by robust demand for next-generation PC components, including NVIDIA GeForce 50 Series and AMD Radeon 9000 Series GPUs, as well as successful promotional campaigns like the month-long Black Friday event. Gross profit improved 28.1% to $168.5 million, reflecting better margins from strategic inventory management and cost control measures. Net loss narrowed significantly to $4.9 million from $43.3 million in the prior year, while adjusted EBITDA turned positive at $24.8 million compared to a loss of $9.5 million. Management highlighted proactive inventory planning to mitigate tariff uncertainty and memory supply constraints, which supported competitive pricing and product availability. Operational metrics also improved, with active customers reaching 2.2 million and repeat purchase rate rising to 26.9%. For fiscal year 2026, Newegg provided guidance expecting net sales between $1.23 billion and $1.47 billion, GMV between $1.50 billion and $1.79 billion, and net income between $6.1 million and $15.7 million. The company is investing in AI-driven commerce capabilities and celebrating its 25th anniversary with promotional initiatives. The results reflect a successful turnaround and positioning for future growth.