Highest-materiality recent filing
Warby Parker Q1 revenue $242.4M (+8.3% YoY), net income $3.2M; reaffirms FY2026 guidance
Revenue $242.4M (+8.3% YoY); active customers 2.69M (+4.8%); ARPU $331 (+6.9%).
Warby Parker reports first full year of positive net income; authorizes $100M buyback
FY2025 revenue $871.9M (+13% YoY); net income $1.6M vs prior year loss of $20.4M.
Warby Parker names Adrian Mitchell CFO, effective Feb 10, 2026
Mitchell joins from Macy's, where he was COO and CFO until June 2025; he succeeds interim CFO Dave Gilboa.
Warby Parker and Google announce first lightweight AI glasses partnership, launch expected 2026
Warby Parker and Google revealed a partnership to develop lightweight AI glasses, with launch targeted for 2026.
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%).
Warby Parker Q2 revenue up 14% to $214.5M, raises FY guidance; CFO Miller to step down
Q2 net revenue $214.5M, +13.9% YoY; net loss improved to $1.8M.
Warby Parker stockholders elect three directors, ratify EY, approve say-on-pay
Elected three Class I directors: Joel Cutler, Jeffrey Raider, Bradley Singer with FOR votes 237.8M, 206.9M, 240.5M respectively.
Warby Parker partners with Google for AI glasses; Google commits up to $150M
Warby Parker partners with Google to develop AI-powered glasses for all-day wear on Android XR.
Warby Parker Q1 revenue up 12% to $224M; first GAAP profitable quarter as public company
Net revenue $223.8M (+12% YoY); Active Customers 2.57M (+8.7%); Average Revenue per Customer $310 (+4.8%).
Warby Parker Q4 revenue +17.8% to $191M; FY2024 revenue $771M (+15.2%); guides FY2025 $878-893M
Q4 net revenue $190.6M (+17.8% YoY); gross margin 54.1% vs 53.8%; GAAP net loss improved $12.2M to $6.9M.
Warby Parker Q3 revenue up 13.3% to $192.4M; raises FY 2024 outlook
Net revenue $192.4M (+13.3% YoY); Active Customers 2.43M (+5.6%); ARPU $305 (+7.5%).
Director Gabrielle Sulzberger resigns from Warby Parker board
Resignation effective October 18, 2024, due to personal commitments, no disagreement with company.
Warby Parker Q2 revenue +13.3% to $188.2M; net loss narrows; raises FY guidance
Revenue $188.2M (+13.3% YoY); Active Customers up 4.5% to 2.39M; ARPU +8.8% to $302.
Warby Parker appoints Bradley Singer to Board of Directors, effective immediately
Board size increased from 9 to 10 directors; Singer fills new vacancy as Class I director.
Elected Neil Blumenthal, Andrew Hunt, and Gabrielle Sulzberger as Class III directors with overwhelming FOR votes.
Warby Parker Q1 revenue up 16.3% to $200M; raises FY2024 revenue guidance to $753-$761M
Net revenue $200.0M (+16.3% YoY); GAAP net loss improved to $2.7M from $10.8M a year ago.
Warby Parker reports FY 2023 revenue $669.8M (+12% YoY); expands Versant in-network to >34M lives
FY 2023 net revenue $669.8M (+12% YoY); Q4 revenue $161.9M (+10.5% YoY).
Warby Parker secures $120M revolving credit facility, replaces prior Comerica deal
Revolving facility up to $120M, expandable to $175M via accordion; matures February 2029.
On October 1, 2024, Gabrielle Sulzberger notified the board of directors (the “ Board ”) of Warby Parker Inc. (the “ Company ”) of her intention to resign as a member of the Board, effective on October 18, 2024
appointed Bradley Singer to fill the newly created vacancy as a Class I director, effective immediately.
Max materiality 0.85 · Median 0.75 · Most common event earnings