{"filings":[{"id":2087960,"accession_number":"0001504776-26-000015","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2026-08-06T10:46:12+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q2 revenue up 9.8% to $235.5M; net income $4.6M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $235.5M (+9.8% YoY); net income $4.6M vs. -$1.8M prior year.","Adjusted EBITDA $32.9M (14.0% margin), including $11.8M tariff refund benefit.","Active customers 2.71M (+4.1%); average revenue per customer $336 (+6.6%).","FY 2026 guidance reaffirmed: revenue $959-976M, Adj. EBITDA $117-119M, 50 new stores.","Intelligent Eyewear launch with Google Gemini and Samsung imminent; no revenue in guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1029196,"accession_number":"0001504776-26-000013","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2026-06-12T20:53:48+00:00","items":["5.07"],"status":"ready","headline":"Warby Parker shareholders elect three Class II directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dave Gilboa, Youngme Moon, and Ronald Williams re-elected as Class II directors at June 8, 2026 annual meeting.","Appointment of Ernst & Young LLP as independent auditor for FY2026 ratified with 253.4M votes for.","Advisory vote on named executive officer compensation approved with 227.8M votes for.","Approximately 95.97% of combined voting power was represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93254,"accession_number":"0001504776-26-000009","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q1 revenue $242.4M (+8.3% YoY), net income $3.2M; reaffirms FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $242.4M (+8.3% YoY); active customers 2.69M (+4.8%); ARPU $331 (+6.9%).","Net income $3.2M; adjusted EBITDA $29.6M (12.2% margin); free cash flow $8.4M.","Gross margin 54.0% (down 230 bps YoY) due to tariffs, occupancy, doctor costs; partially offset by price increases and lens mix.","Reaffirmed FY2026 guidance: revenue $959-976M (~10-12% growth), adjusted EBITDA $117-119M, 50 new stores.","Opened 14 net new stores in Q1; total 337 stores; 25M pairs distributed via Buy a Pair, Give a Pair."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":242447000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104728,"accession_number":"0001504776-26-000003","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Warby Parker reports first full year of positive net income; authorizes $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 revenue $871.9M (+13% YoY); net income $1.6M vs prior year loss of $20.4M.","Q4 revenue $212.0M (+11.2%); net loss improved to $6.0M from $6.9M.","Adjusted EBITDA $95.2M (+30.2%); margin 10.9% (+140 bps); third consecutive year of positive FCF.","Board authorized $100M share repurchase program; no fixed expiration.","FY2026 guidance: revenue $959-976M (10-12% growth); Adj EBITDA $117-119M; 50 new store openings."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":871905000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104727,"accession_number":"0001104659-26-012081","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Warby Parker names Adrian Mitchell CFO, effective Feb 10, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mitchell joins from Macy's, where he was COO and CFO until June 2025; he succeeds interim CFO Dave Gilboa.","Annual base salary of $530,000; target bonus of 65% of base settled in RSUs.","Equity includes prorated annual award valued at $2.7M (50% RSUs/50% PSUs) and $1M sign-on RSUs.","Mitchell has 25+ years of experience at Macy's, Crate & Barrel, and McKinsey; current Stanley Black & Decker board member.","Appointment strengthens leadership as Warby Parker expands retail and launches first AI glasses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121013,"accession_number":"0001104659-25-119209","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Warby Parker and Google announce first lightweight AI glasses partnership, launch expected 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Warby Parker and Google revealed a partnership to develop lightweight AI glasses, with launch targeted for 2026.","Product details were announced at The Android Show | XR Edition on December 8, 2025.","The new glasses aim to combine Warby Parker's eyewear design with Google's AI technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121012,"accession_number":"0001504776-25-000030","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q3 revenue $221.7M (+15% YoY); net income $5.9M, Adj EBITDA $25.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $221.7M (+15.2% YoY); Active Customers 2.66M (+9.3% TTM); ARPU $320 (+4.8%).","Net income $5.9M, improved $9.9M YoY from prior-year loss.","Adjusted EBITDA $25.7M (+$8.4M YoY); margin 11.6% (+260 bps).","Full-year 2025 guidance: revenue $871-$874M (~13% growth); Adj EBITDA $98-$101M (margin ~11.5%).","Opened 15 net new stores in Q3; total 313; on track for 45 new stores in FY including 5 Target shop-in-shops."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":659937000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137629,"accession_number":"0001504776-25-000024","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Warby Parker Q2 revenue up 14% to $214.5M, raises FY guidance; CFO Miller to step down","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net revenue $214.5M, +13.9% YoY; net loss improved to $1.8M.","Adjusted EBITDA $25.0M, margin 11.7%; FY2025 revenue guidance raised to $880-888M.","Active customers +9% to 2.60M; average revenue per customer $316 (+4.6%).","CFO Steve Miller resigning Oct 1; Co-CEO Dave Gilboa to serve as interim principal financial officer.","Gross margin fell to 53.0% due to inventory write-downs for sunsetting Home-Try-On program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":438257000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154990,"accession_number":"0001104659-25-059495","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Warby Parker stockholders elect three directors, ratify EY, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected three Class I directors: Joel Cutler, Jeffrey Raider, Bradley Singer with FOR votes 237.8M, 206.9M, 240.5M respectively.","Ratified Ernst & Young LLP as independent auditor for FY2025: 256.85M FOR, 0.48M AGAINST, 0.10M abstained, no broker non-votes.","Advisory approval of named executive officer compensation: 237.18M FOR, 3.64M AGAINST, 0.19M abstained, 16.41M broker non-votes.","Total voting power represented: 94.11% of combined Class A and Class B shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154989,"accession_number":"0000950142-25-001434","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Warby Parker partners with Google for AI glasses; Google commits up to $150M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Warby Parker partners with Google to develop AI-powered glasses for all-day wear on Android XR.","Google commits up to $75M for product development and commercialization costs.","Google commits up to $75M equity investment in Warby Parker, at Warby's option, subject to milestones.","First line of intelligent eyewear planned to launch after 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154988,"accession_number":"0001504776-25-000016","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q1 revenue up 12% to $224M; first GAAP profitable quarter as public company","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $223.8M (+12% YoY); Active Customers 2.57M (+8.7%); Average Revenue per Customer $310 (+4.8%).","GAAP net income $3.5M (first positive quarter as public company); Adjusted EBITDA $29.2M (13.1% margin).","Opened 11 net new stores in Q1, ending with 287; 45 new stores planned for FY2025 including 5 Target shop-in-shops.","Full year 2025 guidance: revenue $869-886M (13-15% growth); Adjusted EBITDA $91-97M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":223782000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173505,"accession_number":"0001504776-25-000007","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q4 revenue +17.8% to $191M; FY2024 revenue $771M (+15.2%); guides FY2025 $878-893M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $190.6M (+17.8% YoY); gross margin 54.1% vs 53.8%; GAAP net loss improved $12.2M to $6.9M.","FY2024 net revenue $771.3M (+15.2%); active customers 2.51M (+7.8%); ARPU $307 (+6.8%).","FY2024 Adjusted EBITDA $73.1M (9.5% margin, +1.7 pts); GAAP net loss $20.4M improved $42.8M YoY.","Partnership with Target for five Warby Parker shop-in-shops in 2025; total 45 new stores planned.","FY2025 guidance: net revenue $878-$893M (14-16% growth); Adjusted EBITDA ~$97M (11% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":771315000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190493,"accession_number":"0001504776-24-000022","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q3 revenue up 13.3% to $192.4M; raises FY 2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $192.4M (+13.3% YoY); Active Customers 2.43M (+5.6%); ARPU $305 (+7.5%).","GAAP net loss improved to $4.1M from $17.4M a year ago; Adjusted EBITDA $17.3M (9.0% margin, +2.5 pts).","Opened 13 net new stores in Q3, ending with 269; on track for 40 new stores in FY 2024.","Raised FY 2024 revenue guidance to $765-768M (14-15% growth) and Adjusted EBITDA ~$73M (9.5% margin).","Free cash flow $13.1M; cash and equivalents $251.0M at quarter-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":580672000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190492,"accession_number":"0001104659-24-106310","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-10-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Gabrielle Sulzberger resigns from Warby Parker board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Resignation effective October 18, 2024, due to personal commitments, no disagreement with company.","Board size decreased from 10 to 9 directors effective at resignation time.","Teresa Briggs reclassified from Class I (term expiring 2025) to Class III (term expiring 2027) to rebalance classes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206985,"accession_number":"0001504776-24-000016","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q2 revenue +13.3% to $188.2M; net loss narrows; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $188.2M (+13.3% YoY); Active Customers up 4.5% to 2.39M; ARPU +8.8% to $302.","Gross margin improved 1.4 pts to 56.0%; GAAP net loss narrowed to $6.8M from $16.0M.","Adjusted EBITDA $19.6M (10.4% margin, +1.9 pts); Free Cash Flow $14.0M.","Raised FY2024 guidance: revenue $757-762M (13-14% growth); Adj EBITDA ~$72.5M midpt.","Opened 11 net new stores in Q2; total 256 stores; on track for 40 new stores in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":388225000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206984,"accession_number":"0001104659-24-084919","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Warby Parker appoints Bradley Singer to Board of Directors, effective immediately","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 9 to 10 directors; Singer fills new vacancy as Class I director.","Singer will serve until 2025 annual meeting; independence determination made.","Expected to join Audit and Compensation committees of the Board.","Will participate in standard non-employee director compensation program.","No family relationships or material transactions with the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224284,"accession_number":"0001104659-24-070919","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Warby Parker stockholders elect directors, ratify auditor, approve exec compensation at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Neil Blumenthal, Andrew Hunt, and Gabrielle Sulzberger as Class III directors with overwhelming FOR votes.","Ratified Ernst & Young LLP as independent auditor for FY2024 with 284,203,798 FOR votes, 46,786 AGAINST, 54,728 abstain.","Advisory vote on named executive officer compensation approved with 274,202,643 FOR, 332,080 AGAINST, 67,032 abstain.","86,964,062 Class A and 19,734,125 Class B shares present, representing ~95.91% of combined voting power."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224283,"accession_number":"0001504776-24-000009","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q1 revenue up 16.3% to $200M; 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expands Versant in-network to >34M lives","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY 2023 net revenue $669.8M (+12% YoY); Q4 revenue $161.9M (+10.5% YoY).","FY GAAP net loss improved to $63.2M from $110.4M; adjusted EBITDA $52.4M (7.8% margin) vs $27.2M (4.5%).","Expanded Versant Health relationship adds 15M lives, nearly doubling in-network access to >34M; benefits expected later 2024.","FY 2024 guidance: revenue $748-758M (~12-13% growth); adjusted EBITDA ~$67M (8.9% margin); 40 new stores.","Ended 2023 with $216.9M cash; new undrawn $120M revolving credit facility with JPMorgan/Citibank."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":669765000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243622,"accession_number":"0001104659-24-027029","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2024-02-23T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Warby Parker secures $120M revolving credit facility, replaces prior Comerica deal","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving facility up to $120M, expandable to $175M via accordion; 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raises FY 2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $169.8M (+14.2% YoY); GAAP net loss $17.4M, improved $6.4M YoY.","Adjusted EBITDA $11.0M (6.5% margin), down $0.9M YoY; raised FY revenue outlook to $666-669M.","Average Revenue per Customer $284 (+10%); Active Customers 2.30M (+1.8%).","Opened 11 new stores in Q3 (227 total); on track for 40 new stores in 2023.","Over 15M glasses distributed through Buy a Pair, Give a Pair program."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":507910000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278293,"accession_number":"0001504776-23-000015","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q2 revenue $166.1M (+11% YoY), raises FY2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $166.1M (+11% YoY); GAAP net loss improved $16.2M to $15.9M.","Adjusted EBITDA $14.2M (8.5% margin), up from $6.0M (4.0%) YoY.","Raised FY2023 revenue guidance to $655–664M (9.5–11% growth); adj. EBITDA ~$52M.","Opened 13 stores in Q2, ending with 217; on track for 40 new stores in 2023.","Active customers 2.28M (+1.2%); avg revenue per customer $277 (+9.2%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":338061000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296417,"accession_number":"0001104659-23-071219","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2023-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Warby Parker stockholders elect three directors, ratify EY as auditor, support one-year say-on-pay frequency","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dave Gilboa, Youngme Moon, Ronald Williams elected as Class II directors for terms expiring 2026.","Ratification of Ernst & Young as independent auditor for FY2023 approved with ~281M votes for.","Non-binding advisory vote favors one-year frequency for future say-on-pay votes; board adopts annual frequency.","Combined voting power represented at meeting was approximately 95.79%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296416,"accession_number":"0001504776-23-000010","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q1 revenue up 12.2% to $172M, net loss narrows to $10.8M, EBITDA margin 10.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net revenue $172.0M (+12.2% YoY); GAAP net loss improved to $10.8M from $34.1M.","Adjusted EBITDA $17.7M (10.3% margin) vs $0.7M (0.5%) last year; increased $17.0M.","Active Customers 2.29M (+2.5%); Average Revenue per Customer $270 (+8.4%).","Gross margin 55.1% (down from 58.5%) due to higher store costs, optometrists, and contact lens mix.","FY 2023 guidance maintained: revenue $645–$660M (8–10% growth); adj. EBITDA ~$51.5M; 40 new stores."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":171968000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316892,"accession_number":"0001504776-23-000003","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q4 adj. EBITDA turns positive; FY23 revenue guidance $645-660M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $146.5M (+10.2% YoY); GAAP net loss $20.3M vs $46.0M loss in Q4 2021.","Q4 adjusted EBITDA $8.6M (5.8% margin) vs -$6.4M loss in Q4 2021; FY22 adj. EBITDA $27.2M.","Active customers 2.28M (+3.6% YoY); avg revenue per customer $263 (+6.9% YoY).","FY23 guidance: revenue $645-660M (+8-10%); adj. EBITDA ~$51.5M (~7.9% margin); 40 new stores.","Ended 2022 with $208.6M cash, 200 stores; contact lens revenue 7.2% of business (up from 4.3%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":598112000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335142,"accession_number":"0001504776-22-000022","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2022-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q3 revenue $148.8M (+8.3% YoY); net loss $23.8M; Adj. EBITDA $11.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $148.8M (+8.3% YoY); active customers 2.26M (+5.1% YoY); avg revenue per customer $258 (+6.8% YoY).","GAAP net loss $23.8M, improved from $91M loss in Q3 2021; SG&A down $63.6M due to lower stock comp.","Adjusted EBITDA $11.9M (8.0% margin); margin up 400 bps sequentially from Q2 2022.","Contact lens revenue grew nearly 50% YoY; opened 13 new stores, total 190.","Full year 2022 guidance: net revenue $590-596M, Adj. EBITDA $25-27M, 40 new stores."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":451619000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335141,"accession_number":"0001104659-22-105901","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2022-10-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Warby Parker enters $100M revolving credit facility with Comerica Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Credit agreement provides $100M revolving facility maturing September 30, 2027.","Uncommitted accordion feature allows expansion up to $175M, subject to conditions.","Approximately $4.1M drawn at closing in letters of credit.","Interest at base rate or BSBY rate plus applicable margin (0.50-0.80% or 1.50-1.80%).","Financial maintenance covenant (max 3.00:1.00 senior net leverage) effective when borrowings exceed $60M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352580,"accession_number":"0001504776-22-000016","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q2 revenue +13.7% to $149.6M; net loss widens to $32.2M; guidance revised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $149.6M, +13.7% YoY; active customers 2.26M (+8.7%); average revenue per customer $254 (+8.2%).","GAAP net loss $32.2M, up from $10.3M a year ago; adjusted EBITDA $5.9M, down $4.9M YoY; margin 4.0%.","Gross margin 57.7%, down 160 bps due to contact lens penetration, store occupancy, and optometrist costs.","Full-year 2022 guidance: revenue $584-595M (8-10% growth), adjusted EBITDA margin ~3.8-4.4% ($22-26M), 40 new stores.","Cash $211.6M; contact lens revenue more than doubled; NPS 80."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":302842000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370151,"accession_number":"0001104659-22-070556","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2022-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Warby Parker stockholders elect three Class I directors, ratify EY as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Teresa Briggs, Joel Cutler, Jeffrey Raider elected as Class I directors until 2025.","Briggs received 269,872,100 votes for; Cutler 269,869,799; Raider 250,453,607.","Ratification of Ernst & Young as auditor for FY 2022 passed with 284,095,315 votes for.","Approximately 97.37% of combined voting power was represented at the meeting.","No other proposals or material changes were disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370150,"accession_number":"0001504776-22-000012","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2022-05-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q1 revenue up 10.3% to $153.2M; net loss widens to $34.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $153.2M (+10.3% YoY); active customers 2.23M (+18%); average revenue per customer $249 (+11.2%).","GAAP net loss $34.1M vs $3.0M loss in Q1 2021; adjusted EBITDA $0.8M (0.5% margin) vs $9.3M (6.7% margin) YoY.","Gross margin 58.5% vs 60.3% due to higher contact lens penetration; Omicron impact estimated at $15M lost sales.","Opened 8 stores in Q1, ending with 169; FY2022 guidance reaffirmed: revenue $650-660M, adj. EBITDA margin 5.6-6.6%.","SG&A rose $42.6M to $123.4M, driven by $25.9M increase in stock-based compensation and related taxes."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":153218000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389255,"accession_number":"0001504776-22-000005","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2022-03-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q4/FY2021 revenue up 37% to $540.8M; 2022 guidance 20-22% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2021 revenue $540.8M (+37.4% YoY); Q4 revenue $132.9M (+17.8% YoY), hurt by Omicron.","Active customers 2.20M (+21.5% YoY); average revenue per customer $246 (+13.0%).","GAAP net loss $144.3M for FY2021; adjusted EBITDA $24.9M (margin 4.6%, +270bps YoY).","Q4 GAAP net loss $45.9M; adjusted EBITDA $(6.4)M; SG&A up on stock-based comp and marketing.","2022 outlook: revenue $650-660M, adj EBITDA margin 5.6-6.6%, 40 new stores."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407160,"accession_number":"0001628280-21-022956","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2021-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Warby Parker Q3 revenue up 32% to $137.4M; raises FY2021 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue increased 32% to $137.4M; active customers up 23% to 2.15M.","Net loss $91.1M including $65M stock-based comp and $23.9M direct listing costs.","Adjusted EBITDA rose 106% to $11.2M; adjusted EBITDA margin 8.1%.","Raises FY2021 revenue outlook to $539.5-$542.0M (37-38% growth).","Opened 9 new stores in Q3; total stores 154; expects 35 for full year."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":407906000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":426171,"accession_number":"0001628280-21-019231","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2021-09-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Warby Parker reports 111.5M shares outstanding; Class A trading begins Sept 29","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total outstanding shares: 111.5M, consisting of 92.5M Class A and 19.0M Class B common stock.","Class A common stock expected to begin trading on NYSE tomorrow, September 29, 2021 under symbol WRBY.","Each share of Class B common stock is convertible at any time into one share of Class A common stock.","Registration statement on Form S-1 declared effective September 17, 2021; resale prospectus available on SEC EDGAR."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":426170,"accession_number":"0001628280-21-018909","cik":1504776,"company_name":"Warby Parker Inc.","ticker":"WRBY","form_type":"8-K","filed_at":"2021-09-21T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Warby Parker issues Q3/FY21/FY22 guidance; expects 25%+ revenue growth in FY22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2021 revenue guidance $131M-$133M (26-28% YoY); Adj. EBITDA margin ~4-5%.","FY2021 revenue guidance $532M-$537M (35-36% YoY); Adj. EBITDA margin ~4-5%.","FY2022 revenue growth at least 25% vs FY2021; margin improvement of 1-2 ppt.","H1 2021 actual: revenue $270.5M (+53% vs 2020); Adj. EBITDA $20.1M; active customers 2.1M.","As of Sept 21, 2021: 111.4M shares outstanding; fully diluted 124.5M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3130470000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}