WRBY · Warby Parker Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Warby Parker delivered Q2 revenue of $235.5M (+9.8% YoY) and Adjusted EBITDA of $32.9M (14% margin), boosted by an $11.8M tariff refund that funded pre-launch investments for Intelligent Eyewear; the company reaffirmed full-year 2026 guidance and is set to unveil its AI-powered eyewear collection in the coming weeks with holiday-season deliveries.
- + Q2 revenue grew 9.8% to $235.5M and Adjusted EBITDA grew 230 bps to a 14% margin, including the tariff refund.
- + In-network insurance lives grew from ~32M to over 35M with >20% YoY in-network growth; out-of-network penetration has surpassed in-network.
- + Company opened 15 net new stores in Q2 (29 H1) toward its 50-store 2026 goal, ending with 352 stores across 43 states.
- + Intelligent Eyewear collection is on track for unveiling in weeks, with deliveries for the holiday season and ~9 hours of battery life.
- + Full-year 2026 guidance reaffirmed: revenue $959–$976M (~10–12% YoY) and Adjusted EBITDA $117–$119M with 130 bps margin expansion.
- − E-commerce revenue was flat YoY (down 0.3%) due to the sunset of the Home Try-On program, creating a multi-quarter headwind.
- − Adjusted SG&A grew 170 bps YoY to 50.6% of revenue on retail compensation and Intelligent Eyewear tech investments.
- − Category-wide traffic remains soft, and trailing-12-month active customer growth of 4.1% was below the company's expectations.
- − Q3 guidance implies Adjusted EBITDA margin compression to ~11% (vs. 14% in Q2), reflecting the $8.4M of additional investments in the quarter.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Instruments & Supplies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WRBY
this stock
Warby Parker Inc.
|
$3.30B | +27.5% | +13.0% | 426.5 | 14.3% |
|
ISRG
Intuitive Surgical Inc
|
$143.14B | -28.2% | +20.5% | 46.5 | 2.3% |
|
BDX
Becton Dickinson & Co
|
$49.57B | — | +8.2% | — | 4.2% |
|
MDLN
Medline Inc.
|
$45.62B | -17.4% | +11.5% | — | 3.1% |
|
RMD
Resmed Inc
|
$32.02B | -8.2% | +13.4% | 21.3 | 9.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WRBY | +19.0% | +14.8% | +32.7% | +12.9% | +27.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +19.6% | +14.7% | +20.5% | +13.5% | +15.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.