Warby Parker: Plenty Of Growth Catalysts As Customer Base Expands
I'm rotating into small-cap stocks with unique growth catalysts, like Warby Parker, as the S&P 500 hits new highs. With just 1% market penetration in a $68B U.S. eyewear market, Warby Parker's growth runway is substantial; I rate it a buy. Key upside drivers include store expansion, rising contact lens sales, and potential product partnerships with Google.
Warby Parker co-founder Neil Blumenthal: Smart glasses will be transformative to our lives
Warby Parker co-founders and co-CEOs Neil Blumenthal and Dave Gilboa join 'Squawk Box' to discuss the company's partnership with Google to develop smart glasses powered by AI.
Warby Parker Inc. (WRBY) Q1 2025 Earnings Call Transcript
Warby Parker Inc. (NYSE:WRBY ) Q1 2025 Results Conference Call May 8, 2025 8:00 AM ET Company Participants Jaclyn Berkley - Head of Investor Relations Neil Blumenthal - Co-Founders & Co-CEOs Dave Gilboa - Co-Founders & Co-CEOs Steve Miller - Senior Vice President & Chief Financial Officer Conference Call Participants Mark Altschwager - Baird Oliver Chen - TD Cowen Savannah Sommer - Goldman Sachs Janine Stichter - BTIG Dylan Carden - William Blair Anna Andreeva - Piper Sandler Operator Hello, and welcome to today's Warby Parker First Quarter 2025 Earnings Call. My name is Bailey, and I will be your moderator for today.
Warby Parker (WRBY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Warby Parker (WRBY) give insight into how the company performed in the quarter ended March 2025, 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) Matches Q1 Earnings Estimates
Warby Parker Inc. (WRBY) came out with quarterly earnings of $0.12 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.08 per share a year ago.
Warby Parker (WRBY) Soars 15.8%: Is Further Upside Left in the Stock?
Warby Parker (WRBY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Strength Seen in Warby Parker (WRBY): Can Its 6.6% Jump Turn into More Strength?
Warby Parker (WRBY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Warby Parker stock price crashes to key support: buy the dip?
Warby Parker (WRBY) stock price has suffered a harsh reversal as investors assess its tariff risks and the recently announced deal with Target. WRBY initially soared to a high of $28.70 earlier this year, and has erased most of those gains after falling by 40% to the current $17.8.
Warby Parker Inc. (WRBY) Q4 2024 Earnings Call Transcript
Warby Parker Inc. (NYSE:WRBY ) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Jaclyn Berkley - Head of Investor Relations Dave Gilboa - Co-Founders & Co-CEOs Neil Blumenthal - Co-Founders & Co-CEOs Steve Miller - Senior Vice President & Chief Financial Officer Conference Call Participants Mark Altschwager - Baird Oliver Chen - TD Cowen Brooke Roach - Goldman Sachs Dana Telsey - Telsey Nick Jones - Citizens JMP Janine Stichter - BTIG Operator Hello, and welcome to today's Warby Parker's Fourth Quarter 2024 Earnings Call. My name is Bailey, and I will be your moderator for today.
Warby Parker Inc. (WRBY) Q4 Earnings Miss Estimates
Warby Parker Inc. (WRBY) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to loss of $0.01 per share a year ago.
Warby Parker stock price analysis as its website traffic jumps
Warby Parker stock price has done well in the past few months, as we predicted in this piece in October. WRBY stock jumped to a high of $27 this month, up by 175% from its lowest level in 2024, pushing its value to over $3 billion.
Warby Parker's Operating Leverage Is Too Slow
Warby Parker continued rapid growth in Q3, suggesting a continued runway of retail network expansion. The growth is coupled with an insufficient margin level despite normalizing SBC, and operating leverage is coming in quite slowly. The market has valued the WRBY stock for too ambitious earnings growth, and I estimate a -50% downside into an $11.46 fair value.
