Warby Parker (WRBY) Experienced a Rollercoaster Ride in Q4. Here’s Why

2 hours ago 1

Soumya Eswaran

Thu, April 2, 2026 astatine 8:57 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted Warby Parker Inc. (NYSE:WRBY). Warby Parker Inc. (NYSE:WRBY) is simply a starring eyewear marque and retailer that offers eyeglasses and sunglasses; and single-vision, progressive, light-responsive, polarized, blue-light-filtering, tinted, non-prescription, and interaction lenses. On April 1, 2026, Warby Parker Inc. (NYSE:WRBY) closed astatine $21.41 per share. One-month instrumentality of Warby Parker Inc. (NYSE:WRBY) was -20.32%, and its shares gained 32.82% implicit the past 52 weeks. Warby Parker Inc. (NYSE:WRBY) has a marketplace capitalization of $2.62 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Warby Parker Inc. (NYSE:WRBY) successful its 4th fourth 2025 capitalist letter:

"Our preferences successful the Consumer-oriented sectors thin toward value-oriented oregon specialty retailers, franchise models, premium brands, oregon enactment services for different user companies. It was a rollercoaster thrust for shares successful Warby Parker Inc. (NYSE:WRBY), which ended the 4th down by -22%. The online eyewear retailer’s shares slid down sharply done October arsenic the marketplace was cautious up of November’s fiscal quarterly report, and we added to our position. Warby reported lower-than-expected sales, though amended margins led to higher earnings. After speaking with management, we judge Warby’s halfway operations were stable, and the prevailing banal terms undervalued the benefits from 2026’s Google’s astute glasses launch. Toward the extremity of the year, enthusiasm for astute glasses lifted Warby’s shares, and we trimmed the position."

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