Warby Parker Q1 revenue $242.4M (+8.3% YoY), net income $3.2M; reaffirms FY2026 guidance

Warby Parker Inc.

2026-Q1 EPS reported $0.03 revenue$242,447,000

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.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Warby Parker Inc. updated its the first quarter ended March 31, 2026 guidance (reaffirmed).

Period: the first quarter ended March 31, 2026
Guidance: reaffirmed
Result: reported results

Exact text from the filing

On May 7, 2026, Warby Parker Inc. (the “ Company ”) issued a press release announcing the Company’s financial results for the first quarter ended March 31, 2026.

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Source: SEC EDGAR

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