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WRBY

Warby Parker Inc.

WRBY

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $3.0B

$24.35

+4.55%

P/E

431.74

Mkt Cap

$3.0B

52-Wk Range

$14.96–$31.00

52-Week Range

$14.96 - $31.00

P/E

431.74

Fwd P/E

55.73

Beta

1.91

Div Yield

0.00%

Avg Vol

3.1M

Shares Out

122.4M

Mkt Cap

$3.0B

Price action

Price chart

Down 9.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Vertically integrated supply chain reducing costs and enabling competitive pricing
  • Strong direct-to-consumer brand with high customer loyalty and repeat purchase rates
  • Omnichannel retail presence combining e-commerce, mobile apps, and physical stores
  • In-house eye exam capabilities reducing dependence on third-party optometrists
  • Proprietary technology platform for virtual try-on and prescription management

Bear Case

2 risks

  • Above-average volatility (beta 1.9).
  • High premium - requires strong execution

Growth

Stable outlook

Expansion of retail store footprint in underserved markets across North America

Value

High premium - requires strong execution

Momentum

Stable

+3.6% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.13 vs $0.10 consensus (+27.8% surprise). Revenue of $235.5M vs $238.0M expected (-1.0%).

EPS beat +27.8%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+27.8%

Revenue trend · last 8Q

+18%

+12%

+14%

+15%

+11%

+8%

+10%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$192.4M

$190.6M

$223.8M

$214.5M

$221.7M

$212.0M

$242.4M

$235.5M

Margins · last 8Q

Gross

57.9%

Operating

1.3%

Profit

2.0%

Wall Street consensus

4 analysts · 25% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

25%

Hold

3

75%

Sell

0%

Median Price Target

Latest: BTIG · Aug 14, 2026

vs Industry

How WRBY stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.