NYSE$WRBY

Warby Parker Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Warby Parker reported double-digit revenue growth and adjusted EBITDA margin expansion.

Warby Parker's Q2 2023 results showed an 11.0% increase in net revenue to $166.1 million and an improvement in GAAP net loss by $16.2 million to $15.9 million. The company is raising its full year guidance due to better than anticipated results.

  • Net revenue increased 11.0% year over year to $166.1 million.
  • GAAP net loss improved $16.2 million to $15.9 million.
  • Adjusted EBITDA increased $8.2 million to $14.2 million; adjusted EBITDA margin improved 4.5 points to 8.5%.
  • Opened 13 new stores during the quarter, ending Q2 with 217 stores.

Headline financials

Total Revenue

$166M

Previous: $150M+11.0%
EPS (adj)

$0.04

Previous: -$0.01+500.0%
Capital Expenditures

-$24.6M

Previous: -$31.9M+22.8%
Free Cash Flow

-$40.5M

Previous: -$64M+36.7%
Net Income

-$15.9M

Previous: -$32.2M+50.5%
Operating Income

-$18.2M

Previous: -$32.1M+43.2%
Gross Profit

$90.6M

Previous: $86.3M+5.0%
Cash & Equivalents

$213M

Previous: $212M+0.5%
Total Assets

$562M

Previous: $544M+3.3%
Stock-Based Comp

$18M

Previous: $26.8M-32.7%

Revenue & EPS history

Warby Parker · Revenue · Quarterly

$166M

Q2 2023+11%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Warby Parker is revising full year 2023 guidance with net revenue of $655 to $664 million, representing growth of 9.5% to 11.0% versus full year 2022, and adjusted EBITDA of approximately $52 million, or adjusted EBITDA margin of 7.9%. They are on track for 40 new store openings this year.

Tailwinds

  • Net revenue of $655 to $664 million, representing growth of 9.5% to 11.0% versus full year 2022.
  • Adjusted EBITDA of approximately $52 million.
  • Adjusted EBITDA margin of 7.9%.
  • On track for 40 new store openings this year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+4.7%

Avg return

Earnings day

+7.9%

Avg return

5 days after

-1.7%

Avg return

30 days after

70%

16 / 23 earnings

Positive

+24.9%

Q3 2022

Best reaction

-29.0%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+23.1%+21.5%+3.1%
Q4 2025+17.2%+26.2%-6.6%
Q3 2025-11.1%-8.8%-1.5%
Q1 2025+3.0%+14.4%+33.5%
Q4 2024+2.3%-2.3%-21.4%
Q3 2024+2.8%+11.9%+25.4%
Q2 2024-6.4%-7.5%-6.8%
Q1 2024+18.9%+25.2%+33.7%
Q4 2023-15.5%-17.0%-9.5%
Q3 2023-29.0%-26.9%-25.3%
Q2 2023-6.3%-11.3%-17.2%
Q1 2023-4.3%-6.5%-0.7%
Q4 2022-6.2%-4.5%-20.5%
Q3 2022+24.9%+42.1%+24.7%
Q2 2022+21.4%+26.4%+12.6%
Q1 2022+0.2%-8.7%-19.5%
Q4 2019+10.1%+22.6%+1.7%
Q2 2021+10.1%+22.6%+1.7%
Q4 2021+15.8%+17.5%+5.1%
Q3 2020+9.5%+11.2%-12.9%
Q1 2021+9.5%+11.2%-12.9%
Q3 2021+9.5%+11.2%-12.9%
Q4 2020+9.5%+11.2%-12.9%
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro