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Warby Parker (WRBY) investor relations material
Warby Parker Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 net revenue grew 15.2% year-over-year to $221.7M–$222M, with net income of $5.9M–$6M, and adjusted EBITDA up 50% to $25.7M–$26M (11.6% margin), marking the highest margin expansion in two years.
Active customers increased 9.3% to 2.66–2.7 million, with average revenue per customer rising to $320.
Opened 15 net new stores, ending Q3 with 313 locations, including the first five Target shop-in-shops.
Announced partnerships with Google and Samsung for AI-powered eyewear, with up to $150M in combined development and equity funding.
Record retail productivity and largest-ever quarter for new store openings, with strong performance in retail and eye care segments.
Financial highlights
Q3 net revenue: $221.7M–$222M, up 15.2% year-over-year; gross profit: $119.9M; adjusted gross margin: 54.1%–54.2%.
Adjusted EBITDA: $25.7M–$26M (11.6% margin), up from $17.3M (9%) last year.
SG&A expenses: $108M–$116.4M (48.7%–54.1% of revenue), with improved operating leverage.
Free cash flow for the first nine months was $35.6M; ended Q3 with $280.4M in cash and cash equivalents.
Average revenue per customer: $320, up 4.8% year-over-year.
Outlook and guidance
Full-year 2025 net revenue expected at $871M–$874M (~13% growth); adjusted EBITDA guidance: $98M–$101M (11.3%–11.6% margin, 180–210 bps expansion).
Q4 2025 net revenue guidance: $211M–$214M; adjusted EBITDA: $18M–$21M.
On track to open 45 new stores in 2025, including five Target shop-in-shops.
Full-year gross margin expected in the mid-50s; stock-based compensation 2–4% of net revenue.
Existing cash, credit facility, and operating cash flows expected to fund operations for at least the next 12 months.
Detail AI glasses product development
Impact of Home-Try On sunset on gross margin
Profitability of new store openings?
AI productivity gains: specific impact areas?
Consumer mix shift: impact on 2026 growth?
Store densification: benefits beyond sales?
What's the AI glasses rollout strategy?
How does mix shift impact future ASP trends?
What's the strategy for Target shop-in-shop expansion?
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Next Warby Parker earnings date
Q4 202527 Feb, 2026
Next Warby Parker earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Warby Parker Inc. designs, manufactures, and sells eyewear products, including prescription glasses and sunglasses. The company operates through both online platforms and retail locations, providing vision services such as eye exams and contact lens offerings. It is headquartered in New York, New York, and its shares are listed on the NYSE.
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