secwatch.observer — SEC 8-K summary ====================================== Issuer: Warby Parker Inc. (WRBY) CIK: 0001504776 Form: 8-K Filed at: 2025-11-06T23:59:59+00:00 Accession: 0001504776-25-000030 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Warby Parker Q3 revenue $221.7M (+15% YoY); net income $5.9M, Adj EBITDA $25.7M ------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1504776/000150477625000030/0001504776-25-000030-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1504776/000150477625000030/wrby-20251106.htm HTML page: https://secwatch.observer/filing/0001504776-25-000030 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer