Recent 8-K filings for WRBY

• August 6, 2026, 6:46 AM ET earnings materiality 0.65 positive item 2.02item 9.01

  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.

• May 7, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  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%).

• February 26, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01

  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.

• February 9, 2026, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  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.

• December 8, 2025, 6:59 PM ET other material materiality 0.60 positive item 7.01

  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.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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%).

• August 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 5.02item 9.01

  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.

• May 20, 2025, 7:59 PM ET other material materiality 0.85 positive item 3.02item 8.01item 9.01

  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.

• May 8, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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%).

• February 27, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• November 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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%).

• August 8, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• May 9, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• February 28, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  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).

• November 8, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• August 9, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• May 9, 2023, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• February 28, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  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.

• November 10, 2022, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  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).

• August 11, 2022, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  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%).

• May 16, 2022, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  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%).

• March 17, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• November 12, 2021, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• September 21, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  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%.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

20 positive 1 negative 13 neutral

source · WRBY on sec.gov