Inferra AI / Company / WRBY
Warby Parker Inc.
WRBY · Health Care
Last earnings Aug 6, 2026
Key results
Average revenuequarter
4.6%
Active Customers increased 9.0% to 2.60 million on a trailing 12-month basis, and Average Revenue per Customer increased 4.6% year over year to $316.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Free cash flowquarter
$23.9 million
Free Cash Flow (1) of $23.9 million.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Active Customers increased 9.0% to 2.60 million on a trailing 12-month basis, and Average Revenue per Customer increased 4.6% to $316.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Gross marginquarter
53.0%
Gross margin was 53.0% compared to 56.0% in the prior year.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
gross margin was driven by $2.5 million of one-time inventory write-downs primarily related to the decision to sunset our Home-Try On program at the end of this year, as well as sales growth of contact lenses, increased store occupancy and doctor headcount, and tariff related costs
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Adjusted gross marginquarter
54.3%
Adjusted Gross Margin (1) was 54.3%, compared to 56.1% in the prior year.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q2 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Aug 7, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Average revenue | 4.6% | — | — |
| Free cash flow | $23.9 million | — | — |
| Gross margin | 53.0% | — | 56.0% |
| Adjusted gross margin | 54.3% | — | 56.1% |
Guidance · company-stated
Direction: Raised
“htm EX-99.1 Document Warby Parker Announces Second Quarter 2025 Results Net revenue increased 14% year over year to $214 million Raises outlook Active Customers increased 9% on a trailing 12-month basis NEW YORK, August 7, 2025.”
“2025 Outlook For the full year 2025, Warby Parker is raising its guidance as follows Net revenue of $880 million to $888 million, representing growth of approximately 14% to 15%.”
Classified from the release's primary full-year outlook statement.
Margin
Cash flow & capex
Capital allocation
Share Repurchase Program In February 2026, the Company s Board of Directors authorized a share repurchase program to purchase up to $ 100.0 million of the Company s Class A common stock (the Share Repurchase Program ).
Repurchases under the Share Repurchase Program may be made in the open market, in privately negotiated transactions, or otherwise, with the amount and timing of repurchases to be determined at the Company s discretion, depending on market conditions and corporate needs.
Event summary
Warby Parker Announces Second Quarter 2025 Results Net revenue increased 14% year over year to $214 million Raises outlook Active Customers increased 9% on a trailing 12-month basis
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “htm EX-99.1 Document Warby Parker Announces Second Quarter 2025 Results Net revenue increased 14% year over year to $214 million Raises outlook Active Customers increased 9% on a trailing 12-month basis NEW YORK, August 7, 2025.”
Revenue: “2025 Outlook For the full year 2025, Warby Parker is raising its guidance as follows Net revenue of $880 million to $888 million, representing growth of approximately 14% to 15%.”
Revenue — Raised (“increased”)
“htm EX-99.1 Document Warby Parker Announces Second Quarter 2025 Results Net revenue increased 14% year over year to $214 million Raises outlook Active Customers increased 9% on a trailing 12-month basis NEW YORK, August 7, 2025.”
Revenue — Raised (“raising”)
“2025 Outlook For the full year 2025, Warby Parker is raising its guidance as follows Net revenue of $880 million to $888 million, representing growth of approximately 14% to 15%.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Share Repurchase Program In February 2026, the Company s Board of Directors authorized a share repurchase program to purchase up to $ 100.0 million of the Company s Class A common stock (the Share Repurchase Program ).
SEC original ↗Warby Parker Inc. — 10-Q Quarterly report10-QAug 6, 2026
Repurchases under the Share Repurchase Program may be made in the open market, in privately negotiated transactions, or otherwise, with the amount and timing of repurchases to be determined at the Company s discretion, depending on market conditions and corporate needs.
SEC original ↗Warby Parker Inc. — 10-Q Quarterly report10-QAug 6, 2026
Open market repurchases will be structured to occur in accordance with applicable federal securities laws, including within the pricing and volume requirements of 14 Table of Contents Warby Parker Inc.
SEC original ↗Warby Parker Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company may also, from time to time, enter into Rule 10b5-1 plans to facilitate repurchases of its shares under this authorization.
SEC original ↗Warby Parker Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Share Repurchase Program does not have a fixed expiration date, does not obligate the Company to acquire any particular amount of Class A common stock, and may be modified, suspended, or terminated at any time at the discretion of the Company s Board of Directors.
SEC original ↗Warby Parker Inc. — 10-Q Quarterly report10-QAug 6, 2026
During the three and six months ended June 30, 2026, the Company did not purchase any shares under the Share Repurchase Program.
SEC original ↗Warby Parker Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
(NYSE WRBY) ( Warby Parker or the Company ), a direct-to-consumer lifestyle brand focused on vision for all, today announced financial results for the second quarter ended June 30, 2025.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
We look forward to sharing more about our AI glasses initiative with Google.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
When Steve joined Warby Parker fourteen years ago as our first CFO, he brought financial rigor, strategic vision, and an unwavering commitment to creating impact both inside and outside of the organization, says Gilboa.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
We re proud to deliver our eighth consecutive quarter of accelerating active customer growth alongside 130 basis points of year over year Adjusted EBITDA margin expansion.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
These statements may relate to, but are not limited to, expectations of future operating results or financial performance, including expectations regarding achieving profitability and growth in our e-commerce channel, delivering stakeholder value, growing market share, and our guidance for the quarter ending September 30, 2025 and year ending December 31, 2025 expectations regarding the number of new store openings during the year ending December 31, 2025 management s plans, priorities, initiatives and strategies expectations regarding growth of our business and expectations regarding our ability to mitigate the impacts of existing or new tariffs.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Risks & headwinds
The decrease in gross margin was driven by $2.5 million of one-time inventory write-downs primarily related to the decision to sunset our Home-Try On program at the end of this year, as well as sales growth of contact lenses, increased store occupancy and doctor headcount, and tariff related costs, partially offset by the benefit from selective price increases and increased 1 penetration of our higher priced frames and lenses.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
These statements may relate to, but are not limited to, expectations of future operating results or financial performance, including expectations regarding achieving profitability and growth in our e-commerce channel, delivering stakeholder value, growing market share, and our guidance for the quarter ending September 30, 2025 and year ending December 31, 2025 expectations regarding the number of new store openings during the year ending December 31, 2025 management s plans, priorities, initiatives and strategies expectations regarding growth of our business and expectations regarding our ability to mitigate the impacts of existing or new tariffs.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quanti ed.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this press release may not occur and actual results could differ materially from those anticipated or implied in the forward-looking statements.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
These risks and uncertainties include our ability to manage our future growth effectively our expectations regarding cost of goods sold, gross margin, channel mix, customer mix, and selling, general, and administrative expenses increases in component 3 and shipping costs and changes in supply chain changes to U.
SEC original ↗Warby Parker Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KWRBY
Aug 6, 2026
- 10-QWRBY
Aug 6, 2026
- Q1 2026
- 8-KWRBY
Jun 12, 2026
- 8-KWRBY
May 7, 2026
- 10-QWRBY
May 7, 2026
- Q4 2025
- 8-KWRBY
Feb 26, 2026
- 10-KWRBY
Feb 26, 2026
- 8-KWRBY
Feb 9, 2026
- Q3 2025
- 8-KWRBY
Dec 8, 2025
- 8-KWRBY
Nov 6, 2025
- 10-QWRBY
Nov 6, 2025
- Q2 2025
- 10-QWRBY
Aug 8, 2025
- 8-KWRBY
Aug 7, 2025
- Q1 2025
- 8-KWRBY
Jun 16, 2025
- 8-KWRBY
May 20, 2025
- 8-KWRBY
May 8, 2025
- 10-QWRBY
May 8, 2025
- Q4 2024
- 8-KWRBY
Feb 27, 2025
- 10-KWRBY
Feb 27, 2025
- Q3 2024
- 8-KWRBY
Nov 7, 2024
- 10-QWRBY
Nov 7, 2024
- 8-KWRBY
Oct 4, 2024
- Q2 2024
- 8-KWRBY
Aug 8, 2024
- 10-QWRBY
Aug 8, 2024
- 8-KWRBY
Aug 1, 2024
- Q1 2024
- 8-KWRBY
Jun 12, 2024
- 8-KWRBY
May 9, 2024
- 10-QWRBY
May 9, 2024
- Q4 2023
- 10-KWRBY
Feb 29, 2024
- 8-KWRBY
Feb 28, 2024
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Warby Parker Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Warby Parker Inc. are held in this edition of the library.
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