Gabrielle Sulzberger
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
Highest-materiality recent filing
Warby Parker Q2 revenue up 9.8% to $235.5M; net income $4.6M; reaffirms FY guidance
Net revenue $235.5M (+9.8% YoY); net income $4.6M vs. -$1.8M prior year.
Warby Parker shareholders elect three Class II directors, ratify auditor, approve say-on-pay
Dave Gilboa, Youngme Moon, and Ronald Williams re-elected as Class II directors at June 8, 2026 annual meeting.
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.
Warby Parker Q3 revenue up 14.2% to $169.8M; raises FY 2023 guidance
Net revenue $169.8M (+14.2% YoY); GAAP net loss $17.4M, improved $6.4M YoY.
Warby Parker Q2 revenue $166.1M (+11% YoY), raises FY2023 outlook
Net revenue $166.1M (+11% YoY); GAAP net loss improved $16.2M to $15.9M.
Dave Gilboa, Youngme Moon, Ronald Williams elected as Class II directors for terms expiring 2026.
Warby Parker Q1 revenue up 12.2% to $172M, net loss narrows to $10.8M, EBITDA margin 10.3%
Q1 net revenue $172.0M (+12.2% YoY); GAAP net loss improved to $10.8M from $34.1M.
Warby Parker Q4 adj. EBITDA turns positive; FY23 revenue guidance $645-660M
Q4 revenue $146.5M (+10.2% YoY); GAAP net loss $20.3M vs $46.0M loss in Q4 2021.
Warby Parker Q3 revenue $148.8M (+8.3% YoY); net loss $23.8M; Adj. EBITDA $11.9M
Revenue $148.8M (+8.3% YoY); active customers 2.26M (+5.1% YoY); avg revenue per customer $258 (+6.8% YoY).
Warby Parker enters $100M revolving credit facility with Comerica Bank
Credit agreement provides $100M revolving facility maturing September 30, 2027.
Warby Parker Q2 revenue +13.7% to $149.6M; net loss widens to $32.2M; guidance revised
Revenue $149.6M, +13.7% YoY; active customers 2.26M (+8.7%); average revenue per customer $254 (+8.2%).
Warby Parker stockholders elect three Class I directors, ratify EY as auditor
Teresa Briggs, Joel Cutler, Jeffrey Raider elected as Class I directors until 2025.
Warby Parker Q1 revenue up 10.3% to $153.2M; net loss widens to $34.1M
Revenue $153.2M (+10.3% YoY); active customers 2.23M (+18%); average revenue per customer $249 (+11.2%).
Warby Parker Q4/FY2021 revenue up 37% to $540.8M; 2022 guidance 20-22% growth
FY2021 revenue $540.8M (+37.4% YoY); Q4 revenue $132.9M (+17.8% YoY), hurt by Omicron.
Warby Parker Q3 revenue up 32% to $137.4M; raises FY2021 outlook
Revenue increased 32% to $137.4M; active customers up 23% to 2.15M.
Warby Parker reports 111.5M shares outstanding; Class A trading begins Sept 29
Total outstanding shares: 111.5M, consisting of 92.5M Class A and 19.0M Class B common stock.
Warby Parker issues Q3/FY21/FY22 guidance; expects 25%+ revenue growth in FY22
Q3 2021 revenue guidance $131M-$133M (26-28% YoY); Adj. EBITDA margin ~4-5%.
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 0.70 · Most common event earnings