Warby Parker Q2 revenue up 9.8% to $235.5M; net income $4.6M; reaffirms FY guidance

Warby Parker Inc.

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.

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