earnings
confidence high
sentiment positive
materiality 0.75
Warby Parker Q3 revenue $221.7M (+15% YoY); net income $5.9M, Adj EBITDA $25.7M
Warby Parker Inc.
2025-Q3 EPS reported
$0.06
revenue$659,937,000
- 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.