Store ExpansionThe analyst is most encouraged on store growth and sales momentum, highlighting a potential for expansion from 300 stores to 900 in the U.S.
Strategic PartnershipsWRBY is uniquely positioned to benefit from wearable A.I. given its direct-to-consumer expertise combined with Google's partnership.
Tariff MitigationWRBY’s tariff mitigation strategy appears to be working as the company diversifies its global supplier mix, selectively raises prices, and closely manages operating expenses, which mgmt. suggests have yielded positive results.