Warby Parker, Inc. Class A (WRBY)

In the past six months, Warby Parker's stock has experienced some fluctuations. As of April 10, 2026, the stock price had decreased by 18.00% in the past month and 11.74% over the last six months, but increased by 37.93% over the last 12 months. Key events impacting the stock include the announcement of their fourth quarter and full-year 2025 financial results on February 26, 2026, where the company reported double-digit revenue growth for each quarter of 2025, a meaningful expansion of adjusted EBITDA, and its first full year of positive net income. For the full year 2025, revenue grew by 13.0%, and active customer growth was 7.0%. Warby Parker also authorized a $100 million share repurchase program in 2025. Despite these positive financial results, a Seeking Alpha article from February 28, 2026, downgraded the stock to "Sell," citing an unattractive valuation and slowing growth, even with the company's plans for AI glasses and continued retail expansion.

Warby Parker's Q4 customer growth was "atypical seasonality" for the company and most direct-to-consumer brands, as the fourth quarter typically includes the core holiday period. This suggests that demand for Warby Parker's products and services may generally experience a boost during the holiday season.

Warby Parker, Inc. is an American eyewear brand and retailer based in New York City, operating in the Retail Trade sector, specifically in Specialty Stores and the Healthcare/Medical industry. The company functions as a direct-to-consumer lifestyle brand, integrating design, technology, healthcare, and social enterprise. Warby Parker's major products include prescription glasses, non-prescription optical glasses, sunglasses, and contact lenses, and they also offer eye exams and eyewear accessories. While initially an online-only retailer, approximately two-thirds of its revenue now comes from its physical retail stores.

Warby Parker's geographic footprint primarily spans the United States and Canada. As of the end of 2025, the company operated 323 retail stores, with 271 in the U.S. and 5 in Canada, and plans to open 50 new stores in 2026. Warby Parker also has a global impact through its "Buy a Pair, Give a Pair" program, which has distributed over 20 million pairs of glasses to people in need across more than 80 countries globally by 2024.

Warby Parker maintains a strong brand reputation, largely built on its mission-driven approach and commitment to social enterprise. A cornerstone of its reputation is the "Buy a Pair, Give a Pair" program, which by 2024 had distributed over 20 million pairs of glasses to individuals in need globally. In 2024, Warby Parker distributed half a million free solar eclipse glasses across the U.S. and Canada. The company also deepened its commitment to eye care by expanding eye exams, contact lens offerings, and progressive lenses, as well as broadening insurance partnerships to reach over 30 million people. Furthermore, Warby Parker partnered with Google in 2025 to develop AI glasses, showcasing its innovative spirit. The company's focus on customer experience, including its past "Home-Try-On" program and current virtual try-on tools, has also contributed to its positive standing.

Warby Parker Inc. is predominantly owned by institutional shareholders, who hold approximately 87.53% of the stock. Major institutional owners include Fmr LLC, Vanguard Group Inc, JPMorgan Chase & Co, BlackRock, Inc., and Durable Capital Partners LP. Durable Capital Partners LP is also noted as the largest individual Warby Parker shareholder, owning 30.19% of the company's shares. Insiders hold about 68.82% of the stock, while retail investors hold a smaller percentage.