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WRBY

Warby Parker·NYSE
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WRBY fundamentals

Warby Parker (WRBY) released its earnings on Feb 26, 2026: revenue was 211.97M (YoY +11.19%), missed estimates; EPS was 0.0188 (YoY -33.57%), missed estimates.
Revenue / YoY
211.97M
+11.19%
EPS / YoY
0.0188
-33.57%
Report date
Feb 26, 2026
WRBY Earnings Call Summary for Q4,2025

Key Takeaways:

  • 2025 Growth: 13% revenue to $871.9M, first profitable year with $95M adj. EBITDA.
  • 2026 Outlook: 10-12% revenue growth, 130bps margin expansion, 50 new stores.
  • AI Glasses Launch: 2026 revenue excludes AI glasses but includes launch costs.
  • Q1 Challenges: Weather-impacted Q1 growth of 6.5-7.5%, EBITDA $27-28M.
  • Customer Strategy: Targeting younger cohorts with TikTok/YouTube ads, insurance pilots.
  • Supply Chain: Vertically integrated model ready for AI glasses launch.
  • Tariffs: 10-15% global surcharge replacing emergency tariffs, no refund assumptions.
  • Cash Position: $286M cash, $100M share buyback authorized.

Earnings

EPS
Revenue

Revenue & Expenses

WRBY has released its 2025 Q4 earnings report, with revenue of 211.97M, reflecting a YoY change of 11.19%, and net profit of -5.95M, showing a YoY change of 13.44%. The Sankey diagram below clearly presents WRBY's revenue sources and cost distribution.

Key Indicators

Warby Parker (WRBY) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Warby Parker (WRBY)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

Warby Parker (WRBY)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Warby Parker (WRBY)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Warby Parker (WRBY) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend

Track Warby Parker (WRBY) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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