NYSE$WRBY

Warby Parker Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Warby Parker's Q2 2024 earnings were announced, with revenue increasing and the company raising its full-year outlook.

Warby Parker reported a 13.3% increase in net revenue to $188.2 million for Q2 2024. The company raised its full-year outlook, driven by active customer growth and increased average revenue per customer. They also opened 11 net new stores, ending the quarter with 256 stores.

  • Net revenue increased by 13.3% year-over-year to $188.2 million.
  • Gross margin increased by 1.4 points to 56.0%.
  • GAAP net loss improved to $6.8 million.
  • Opened 11 net new stores, bringing the total to 256 stores.

Headline financials

Total Revenue

$188M

Previous: $166M+13.3%
EPS

-$0.06

Previous: $0.04-250.0%
Gross margin

56.0%

No prior period
Adjusted EBITDA

$19.6M

No prior period
Adjusted EBITDA margin

10.4%

No prior period
Capital Expenditures

-$32.1M

Previous: -$24.6M-30.4%
Free Cash Flow

-$38.9M

Previous: -$40.5M+4.2%
Net Income

-$6.76M

Previous: -$15.9M+57.5%
Operating Income

-$8.96M

Previous: -$18.2M+50.9%
Gross Profit

$105M

Previous: $90.6M+16.3%
Stock-Based Comp

$13.8M

Previous: $18M-23.2%

Revenue & EPS history

Warby Parker · Revenue · Quarterly

$188M

Q2 2024+13.3%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Warby Parker is raising its guidance for the full year 2024.

Tailwinds

  • Net revenue of $757 to $762 million, representing growth of approximately 13% to 14% versus full year 2023.
  • Adjusted EBITDA of $72.5 million at the midpoint of our revenue range, which equates to an Adjusted EBITDA Margin of 9.5%.
  • On track to open 40 new stores this year.
  • Demonstrates ability to deliver on growth.
  • Demonstrates ability to deliver incremental profitability.

Headwinds

  • Based on management's expectations as of the date of the press release, which are subject to change.
  • Subject to risks and uncertainties.
  • Guidance is forward-looking.
  • May not achieve profitability.
  • Growth in e-commerce channel may not be achieved.

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 2024

Historical avgQ2 2024

+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

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