NYSE$WRBY

Warby Parker Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Warby Parker reported Q2 2025 net revenue of $214.5 million with a net loss of $1.8 million.

Warby Parker Inc. delivered 13.9% year-over-year revenue growth in Q2 2025 driven by higher average revenue per customer and active customer expansion. Gross margin declined 300 basis points to 53.0% due to channel mix, inventory charges, and new store costs, while Adjusted EBITDA margin improved to 11.7%. The company continued retail expansion and announced a strategic AI-powered glasses partnership with Google.

  • Net revenue rose 13.9% to $214.5 million, with Active Customers up 9% and Average Revenue per Customer increasing to $316.
  • Gross margin fell to 53.0% from 56.0% primarily due to contact lens mix, store occupancy, and $2.5 million inventory write-downs.
  • Net loss narrowed to $1.8 million from $6.8 million as operating leverage improved and stock-based compensation declined.
  • Adjusted EBITDA increased 27.7% to $25.0 million, expanding margin 130 basis points to 11.7%.

Headline financials

Total Revenue

$214M

Previous: $188M+13.9%
EPS (adj)

-$0.01

Previous: -$0.06+83.3%
Gross margin

53.0%

Previous: 56.0%-5.4%
Adjusted EBITDA

$25M

Previous: $19.6M+27.7%
Adjusted EBITDA margin

11.7%

Previous: 10.4%+12.5%
Capital Expenditures

-$32.4M

Previous: -$32.1M-1.1%
Net Income

-$1.75M

Previous: -$6.76M+74.1%
Operating Income

-$4.53M

Previous: -$8.96M+49.5%
Gross Profit

$114M

Previous: $105M+7.8%
Cash & Equivalents

$286M

No prior period

Revenue & EPS history

Warby Parker · Revenue · Quarterly

$214M

Q2 2025+13.9%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Warby Parker · $214M total across 2 segments · Q2 2025

  • Eyewear
    $202M
  • Vision care
    $13M

Forward guidance

No quantitative forward guidance provided for Q3 or full year 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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%
Q1 2021+9.5%+11.2%-12.9%
Q4 2020+9.5%+11.2%-12.9%
Q3 2021+9.5%+11.2%-12.9%
Q3 2020+9.5%+11.2%-12.9%
Q2 2020
Q1 2020

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