Warby Parker Raises 2025 Revenue Guidance to $888M on AI Eyewear Partnership and Store Expansion

Warby Parker has raised its 2025 revenue guidance to up to $888M, driven by growth from its partnership with Google AI eyewear and store expansion. The company reported a 14% YoY increase in revenue and expanded its adjusted EBITDA margin by 130 basis points in Q2. This marks the eighth consecutive quarter of growth for Warby Parker.

Warby Parker Inc. (NYSE: WRBY), a direct-to-consumer lifestyle brand focused on vision for all, has raised its 2025 revenue guidance to up to $888 million, driven by growth from its partnership with Google AI eyewear and store expansion. The company reported a 14% year-over-year (YoY) increase in revenue and expanded its adjusted EBITDA margin by 130 basis points in the second quarter ended June 30, 2025. This marks the eighth consecutive quarter of growth for Warby Parker [1].

The company's second-quarter financial results were announced on August 6, 2025. Net revenue increased by $26.3 million, or 13.9%, to $214.5 million compared to the prior year period. Active customers increased by 9.0% to 2.60 million on a trailing 12-month basis, while average revenue per customer increased by 4.6% YoY to $316. Net loss improved by $5.0 million to $1.8 million, primarily as a result of leveraging the expense base on higher revenue. Adjusted EBITDA increased by $5.4 million to $25.0 million, and the adjusted EBITDA margin increased by 1.3 points to 11.7% [1].

Warby Parker opened 11 net new stores during the quarter, ending Q2 with 298 stores. The company also announced that Steve Miller, its Chief Financial Officer, is stepping down to pursue another opportunity outside of the industry. Co-Founder and Co-CEO Dave Gilboa will assume the roles of principal financial officer and principal accounting officer on an interim basis [1].

Looking ahead, Warby Parker is on track to open 45 new stores, including five shop-in-shops at select Target locations, and expects to achieve net revenue of $880 million to $888 million for the full year 2025. The company also expects adjusted EBITDA of $98 million to $101 million for the year, representing an adjusted EBITDA margin of 11.1% to 11.4% [1].

The company's partnership with Google to develop intelligent eyewear is a testament to Warby Parker’s commitment to innovation. The company has also launched Advisor, its personalized, AI-driven recommendation tool, which has strong early traction [1].

Warby Parker's ability to stay agile and focused in a dynamic consumer and policy environment has been a key factor in its continued success. The company's growth is driven by its focus on technology, innovation, and customer experience, as well as its commitment to social impact [1].

References:
[1] https://www.businesswire.com/news/home/20250806035262/en/Warby-Parker-Announces-Second-Quarter-2025-Results