Warby Parker's earnings call reflects strong financial performance and strategic growth initiatives, such as its partnership with Google and expansion in retail presence. However, the company faces challenges with tariff impacts and the transition of phasing out the home try-on program. Additionally, the departure of their CFO adds a layer of uncertainty.

Company Guidance -

Q3 2025

In the Warby Parker Second Quarter 2025 Earnings Conference Call, the company provided updated guidance and highlighted several key metrics and strategic initiatives. Warby Parker reported a 14% year-over-year revenue growth and expanded adjusted EBITDA margin by 130 basis points, exceeding the high end of their guidance. The company experienced its eighth consecutive quarter of accelerating customer growth, ending Q2 with 2.6 million active customers, a 9% increase on a trailing 12-month basis, and an average revenue per customer up 4.6%. Retail revenue grew 19% year-over-year, and the company opened 11 new stores, reaching a total of 300 locations. Warby Parker also announced a significant milestone of distributing over 20 million pairs of glasses through its Buy Pair, Give a Pair program. The company raised its full-year guidance, projecting net revenue between $880 million and $888 million and adjusted EBITDA between $98 million and $101 million. Looking forward, Warby Parker plans to sunset its home try-on program by the end of the year and continue leveraging AI-driven digital tools and its partnership with Google to develop AI-powered eyewear, marking a transformative step in expanding its total addressable market beyond traditional glasses.

Revenue Growth

Warby Parker reported a 14% year-over-year revenue growth in Q2 2025, surpassing guidance expectations.

Eighth Quarter of Customer Growth

The company achieved its eighth consecutive quarter of accelerating active customer growth, ending Q2 with 2.6 million active customers, an increase of 9% on a trailing 12-month basis.

Store Expansion

Warby Parker opened its 300th store in Downtown Manhattan and several shop-in-shops in Target locations, marking significant retail expansion.

AI Partnership with Google

The company announced a long-term partnership with Google to develop AI-powered intelligent eyewear, potentially expanding their total addressable market significantly.

Insurance Business Growth

Warby Parker reported strong growth within its insurance business, with insurance customers spending more and returning more frequently.

Strong Adjusted EBITDA

Adjusted EBITDA in Q2 was $25 million, representing an adjusted EBITDA margin of 11.7%, up from 10.4% in the year-ago period.

Warby Parker (WRBY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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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)	0.09 / -	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
Aug 07, 2025	$24.30	$23.48	-3.37%
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%

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.