Warby Parker

WRBY

Market cap $3.21B

Warby Parker Inc.'s retail growth story has continued. The company opened 47 stores in 2025, and plans to open 50 in 2026. A macroeconomic slowdown weighed on WRBY's earnings in Q4, and the 2026 guidance still reflects industry-wide pressure. Ultimately, earnings growth is still guided to continue. The focus is now on WRBY's 2026 AI glasses' launch in partnership with Google. The launch has significant revenue potential for WRBY.

Warby Parker is downgraded to Sell due to an unattractive valuation and slowing growth. WRBY trades at a steep 23.5x EV/FY26 EBITDA, despite guidance for only 10-12% revenue growth and single-digit customer gains. Gross margins are declining, and adjusted EBITDA margin improvement is modest, limiting upside potential.

Warby Parker Inc. (WRBY) Q4 2025 Earnings Call Transcript

Warby Parker Inc. (WRBY) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.05. This compares to earnings of $0.01 per share a year ago.

NEW YORK--(BUSINESS WIRE)--Warby Parker Inc. (NYSE: WRBY) (“Warby Parker” or the “Company”), a direct-to-consumer lifestyle brand focused on vision for all, today announced financial results for the fourth quarter and full year ended December 31, 2025. Highlights Delivered revenue growth of 13.0% for full year 2025 and 11.2% for the fourth quarter. Drove Active Customer growth of 7.0%, and Average Revenue per Customer of $324, up 5.7% year over year. Achieved first full year of positive net inc.

NEW YORK--(BUSINESS WIRE)--Warby Parker Inc. (NYSE: WRBY) (the “Company”), a direct-to-consumer lifestyle brand focused on vision for all, today announced that its financial results for the fourth quarter and year ended December 31, 2025 will be released before market open on February 26, 2026. In addition, the Company will discuss its results and business outlook during a live conference call and webcast at 8:00 a.m. Eastern Time. The conference call can be accessed by dialing 833-470-1428 fro.

NEW YORK--(BUSINESS WIRE)--Warby Parker Inc. (NYSE: WRBY), a direct-to-consumer lifestyle brand focused on vision for all, today announced the appointment of Adrian Mitchell as Chief Financial Officer, effective February 10, 2026. His appointment strengthens Warby Parker's leadership team as the company continues executing its strategic vision, building on a track record of retail and product innovation while expanding into new categories, including the launch of its first AI glasses. Mitchell.

David Abraham Gilboa sold 94,906 shares for a total transaction value of approximately $2.6 million at a weighted average price of $27.51 per share in January. The trade represented 71.82% of Mr.

A co-CEO of Warby Parker sold 94,906 shares of the eyewear company for about $2.61 million, according to a recent Form 4. The sale represented 71.82% of Gilboa's direct holdings, reducing his direct position from 132,153 to 37,247 shares; however, Gilboa still holds a substantial number of shares through derivative securities.

The US economy continued to show resilience, with gross domestic product (GDP) growing at an annualised rate of 4.3% in the third quarter – its fastest pace in about two years. Household spending was the dominant driver (up 3.5%), underscoring the strength of the American consumer.