Warby Parker Inc. stock has surged after Q1 earnings despite weak reported financials. Store expansion drove revenue growth, but same-store sales seemed to plummet due to extreme weather and consumer weakness. WRBY's earnings momentum was slow. The focus remains on WRBY's 2026 AI glasses launch in partnership with Google. Not much is known yet.
The headline numbers for Warby Parker (WRBY) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Warby Parker Inc. (WRBY) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.12 per share a year ago.
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.
Warby Parker Inc. (WRBY) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
While the top- and bottom-line numbers for Warby Parker (WRBY) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Warby Parker Inc. ( WRBY ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Jaclyn Berkley - Head of Investor Relations Neil Blumenthal - Co-Founder, President, Co-CEO & Co-Chair David Gilboa - Co-Founder, Co-CEO & Co-Chair and Principal Financial Officer and Accounting Officer Conference Call Participants Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Oliver Chen - TD Cowen, Research Division Savannah Sommer - Goldman Sachs Group, Inc., Research Division Anthony Chukumba - Loop Capital Markets LLC, Research Division Brandon Cheatham - Citigroup Inc., Research Division Janine Hoffman Stichter - BTIG, LLC, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Presentation Operator Hello, and welcome to today's Warby Parker Inc. Third Quarter 2025 Earnings Conference Call.
Warby Parker offers an attractive entry point as it expands its retail presence and grows its customer base amid a strong market backdrop. WRBY benefits from upward average selling price trends, new product lines, and a high gross margin profile, even with tariff headwinds. The company raised FY25 guidance, projecting 14%-15% revenue growth and nearly 2 points of margin expansion, with continued double-digit growth expected in FY26.
Warby Parker Inc. (NYSE:WRBY ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 10:20 AM EDT Company Participants Neil Blumenthal - Co-Founder, President, Co-CEO & Co-Chair David Gilboa - Co-Founder, Co-CEO & Co-Chair Presentation Unknown Analyst Good morning, and welcome to this next session of our 32nd Annual Global Retailing Conference. I'm very pleased to introduce our next session with Warby Parker.