---
schema_version: "secwatch.filing_event.v1"
accession: "0001504776-26-000009"
form_type: "8-K"
ticker: "WRBY"
cik: "0001504776"
company_name: "Warby Parker Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:36:55.910991+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001504776-26-000009
- form_type: 8-K
- ticker: WRBY
- cik: 0001504776
- company_name: Warby Parker Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1504776/000150477626000009/0001504776-26-000009-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1504776/000150477626000009/wrby-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001504776-26-000009
- JSON: https://secwatch.observer/filing/0001504776-26-000009.json
- Plain text: https://secwatch.observer/filing/0001504776-26-000009.txt

## Source-grounded claims
- claim_id: c03e5a158ea4e691dd1378f87e3851d2bdde82df
  claim: Warby Parker Inc. updated its the first quarter ended March 31, 2026 guidance (reaffirmed).
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1504776/000150477626000009/0001504776-26-000009-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.