Warby Parker Q2 Earnings Call Highlights

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MarketBeat

Sun, August 9, 2026 astatine 12:03 PM CDT 7 min read

Key Points

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Warby Parker's Q2 gross roseate 9.8% to $235.5 million, supported by retail growth, higher mean bid values and a 30%-plus summation successful oculus exams, contempt softer postulation and the extremity of Home Try-On. Adjusted EBITDA was $32.9 million, including an $11.8 cardinal tariff-refund benefit.
The institution is preparing to motorboat its Intelligent Eyewear collection with Samsung and Google aboriginal this fall, with lawsuit deliveries expected during the vacation season. Warby Parker plans to usage its much than 350 stores for demonstrations, pre-orders and lawsuit support.
Management reaffirmed full-year gross guidance of $959 cardinal to $976 million and adjusted EBITDA guidance of $117 cardinal to $119 million, portion informing that third-quarter results volition bespeak class headwinds and accrued pre-launch investment.

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Warby Parker (NYSE:WRBY) reported second-quarter gross of $235.5 million, up 9.8% from a twelvemonth earlier, arsenic retail income growth, oculus exam enlargement and higher mean bid values helped offset continued softness successful lawsuit postulation and the effects of ending its Home Try-On program.

Adjusted EBITDA totaled $32.9 million, oregon a 14% margin, including an $11.8 cardinal tariff refund payment related to inventory sold during the quarter. The institution said it is utilizing tariff refunds to money further technology, operational, supply-chain and selling investments up of the planned autumn motorboat of its Intelligent Eyewear collection.

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Warby Parker Stock Is A High-Probability Candidate For A Short-Squeeze

Co-Founder and Co-CEO Neil Blumenthal said the institution expects to unveil the afloat Intelligent Eyewear postulation successful respective weeks, including pricing, method specifications and merchandise experiences developed with its partners. Customer deliveries stay connected way for the vacation season.

Retail Growth, Eye Exams and New Products

Warby Parker opened 15 nett caller stores successful the 2nd quarter, including its 350th determination astatine Doral Marketplace adjacent Miami. The institution had opened 29 nett caller stores done the archetypal fractional of 2026 and said it remains connected gait toward its people of 50 openings for the afloat year.

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Warby Parker is One For the Watchlist

The retailer ended the 4th with 352 stores crossed 43 states and 2 Canadian provinces. Blumenthal said astir two-thirds of the U.S. colonisation present lives wrong 30 minutes of a Warby Parker store. The institution expects its store web to beryllium cardinal to the Intelligent Eyewear rollout, allowing customers to effort products, get prescriptions, person oculus exams and entree ongoing support.

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