Warby Parker demonstrated strong performance in key areas such as revenue growth, profitability, and customer acquisition despite challenges posed by tariffs and economic uncertainty. The company's strategic initiatives, including store expansion and supply chain diversification, position it well for future growth, although external factors like tariffs and consumer sentiment remain concerns.

Company Guidance -

Q3 2025

During the Warby Parker First Quarter 2025 Earnings Call, the company reported a 12% year-over-year revenue growth and an adjusted EBITDA margin of 13.1%, marking a nearly 200 basis point expansion from the previous year. They achieved their first quarter of positive GAAP net income as a public company. Warby Parker's strategic priorities focus on customer experience and acquisition, as evidenced by seven consecutive quarters of accelerating active customer growth. They plan to continue investing in marketing, aiming for marketing expenses to be in the low-teens as a percent of revenue. The company is also adjusting to tariff impacts by diversifying their supply chain and implementing selective price increases, with a goal to reduce their China sourcing from 20% to less than 10% of COGS by the end of the year. Additionally, Warby Parker is expanding its omnichannel model, planning to open 45 new stores in 2025, including shop-in-shops with Target. For the full year, they project net revenue of $869 million to $886 million, with an adjusted EBITDA margin of 10.5% to 11%.

Revenue Growth

Warby Parker achieved a 12% year-over-year revenue growth, reflecting a consistent 2-year stack growth. Q1 2025 revenue was $223.8 million, up 11.9% year-over-year.

Adjusted EBITDA Margin Expansion

The company reported an adjusted EBITDA margin of 13.1%, marking nearly 200 basis points of year-over-year expansion.

Positive GAAP Net Income

Warby Parker achieved its first quarter of positive GAAP net income as a public company.

Active Customer Growth

The company delivered seven consecutive quarters of accelerating active customer growth, ending Q1 with 2.57 million active customers, an 8.7% year-over-year increase.

Store Expansion

Warby Parker opened 11 new stores in Q1, the highest number ever for a first quarter, with plans to open 45 new stores in 2025.

E-commerce Growth

E-commerce revenue increased 5.5% year-over-year, achieving its highest quarterly growth since 2021.

Contact Lens and Eye Care Growth

Contact lens revenue grew 25.1% and eye care grew approximately 40% year-over-year.

Warby Parker (WRBY) Earnings, Revenues Date & History

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WRBY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.07 / -	0.07	―	―	―
Aug 07, 2025	2025 (Q2)	0.07 / 0.09	0.087	0.00% (0.00)
May 08, 2025	2025 (Q1)	0.11 / 0.15	0.11	38.18% (+0.04)
Feb 27, 2025	2024 (Q4)	0.03 / 0.03	-0.01	380.00% (+0.04)
Nov 07, 2024	2024 (Q3)	0.05 / 0.07	0.01	600.00% (+0.06)
Aug 08, 2024	2024 (Q2)	0.05 / 0.09	0.04	117.50% (+0.05)
May 09, 2024	2024 (Q1)	0.07 / 0.11	0.06	83.33% (+0.05)
Feb 28, 2024	2023 (Q4)	<0.01 / -0.01	0	―
Nov 08, 2023	2023 (Q3)	<0.01 / 0.01	0.01	0.00% (0.00)
Aug 09, 2023	2023 (Q2)	0.02 / 0.04	-0.01	500.00% (+0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WRBY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$16.16	$16.62	+2.85%
Feb 27, 2025	$23.76	$24.31	+2.31%
Nov 07, 2024	$18.97	$19.31	+1.79%
Aug 08, 2024	$14.06	$14.04	-0.14%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.