Warby Parker Inc. sells eyewear through its retail and e-commerce platforms in the United States and Canada. Its products include eyeglasses, sunglasses, and various lens types such as single-vision, progressive, light-responsive, polarized, blue-light-filtering, tinted, non-prescription, and contact lenses. The company also offers accessories including cases, pouches, lens kits, cleaning cloths, anti-fog sprays, and sun clip-ons via its stores, website, and mobile apps, along with eye exams, vision tests, and optical services. Incorporated in 2009, it is headquartered in New York, New York.
Warby Parker's AI glasses launch and profit swing drive the story
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Q1 beat and full-year guidance reaffirmed Warby Parker's Q1 2026 revenue rose 8.3% to $242.4 million, beating expectations, with net income of $3.2 million. The company reaffirmed full-year revenue guidance of $959–$976 million and plans 50 new stores. This supports the stock by showing steady growth and disciplined expansion.
This is a new earnings report that confirms the company's growth trajectory and store expansion plans.
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First intelligent eyewear line unveiled with Google and Samsung Warby Parker unveiled its first Intelligent Eyewear line, powered by Google's Gemini and Android XR, with Samsung. The frames offer real-time assistance and will launch this fall. This opens a new product category, potentially boosting future revenue and investor excitement.
This is a new product launch that expands Warby Parker's addressable market into smart wearables.
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Qualcomm and Samsung expand partnership to include Warby Parker Qualcomm and Samsung announced that Warby Parker will offer intelligent eyewear designs built on Snapdragon AR1 Gen 1, part of larger collections coming this fall. This confirms Warby Parker's entry into smart glasses and adds credibility through major tech partners.
This news validates Warby Parker's AI eyewear strategy and signals upcoming product availability.
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Q2 profit swing on tariff refund, but revenue miss Warby Parker swung to a $4.6 million Q2 profit, helped by an $11.8 million tariff refund, but revenue of $235.5 million missed the $238 million consensus. The stock fell 7% on the miss, though full-year guidance was reaffirmed. The tariff refund is a one-time boost, while the revenue miss raises demand concerns.
This is the latest earnings report, showing both a positive profit swing and a negative revenue miss, which directly moved the stock.
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Intelligent Eyewear collection officially launched Warby Parker announced the launch of its first Intelligent Eyewear collection with Google Gemini and Samsung, marking its entry into smart wearables. The product rolls out in fall 2026, and investors will watch for early demand signals like unit volumes and prescription attach rates.
This is the official launch of the AI glasses, a key new product that could drive future growth.
Q3 2026
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Warby Parker's AI glasses launch and profit swing drive the story
▲
Q1 beat and full-year guidance reaffirmed Warby Parker's Q1 2026 revenue rose 8.3% to $242.4 million, beating expectations, with net income of $3.2 million. The company reaffirmed full-year revenue guidance of $959–$976 million and plans 50 new stores. This supports the stock by showing steady growth and disciplined expansion.
This is a new earnings report that confirms the company's growth trajectory and store expansion plans.
▲
First intelligent eyewear line unveiled with Google and Samsung Warby Parker unveiled its first Intelligent Eyewear line, powered by Google's Gemini and Android XR, with Samsung. The frames offer real-time assistance and will launch this fall. This opens a new product category, potentially boosting future revenue and investor excitement.
This is a new product launch that expands Warby Parker's addressable market into smart wearables.
▲
Qualcomm and Samsung expand partnership to include Warby Parker Qualcomm and Samsung announced that Warby Parker will offer intelligent eyewear designs built on Snapdragon AR1 Gen 1, part of larger collections coming this fall. This confirms Warby Parker's entry into smart glasses and adds credibility through major tech partners.
This news validates Warby Parker's AI eyewear strategy and signals upcoming product availability.
◆
Q2 profit swing on tariff refund, but revenue miss Warby Parker swung to a $4.6 million Q2 profit, helped by an $11.8 million tariff refund, but revenue of $235.5 million missed the $238 million consensus. The stock fell 7% on the miss, though full-year guidance was reaffirmed. The tariff refund is a one-time boost, while the revenue miss raises demand concerns.
This is the latest earnings report, showing both a positive profit swing and a negative revenue miss, which directly moved the stock.
▲
Intelligent Eyewear collection officially launched Warby Parker announced the launch of its first Intelligent Eyewear collection with Google Gemini and Samsung, marking its entry into smart wearables. The product rolls out in fall 2026, and investors will watch for early demand signals like unit volumes and prescription attach rates.
This is the official launch of the AI glasses, a key new product that could drive future growth.
News & notes movingWRBY
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Warby Parker Shares Jump 10.4% on Google AI Smart Glasses Partnership
Warby Parker shares jumped 10.4% in the afternoon session as the market continued to react to the eyewear retailer's partnership with Google on AI-powered smart glasses. According to Barron's, the collaboration centers on developing smart glasses powered by artificial intelligence and has already driven sharp price swings after an initial run-up. Barron's noted that longer-term fundamentals remain supported by steady revenue growth and solid gross margins, though volatility around the AI glasses story can keep shares moving as investors reassess how much of the partnership is already priced in. The stock is up 21.4% since the beginning of the year, but at $27.43 per share it is still trading 9.6% below its 52-week high of $30.34 from June 2026. Warby Parker's shares are extremely volatile, with 57 moves greater than 5% over the last year.
Best Buy Q2 Earnings Preview: Revenue Growth Expected
Best Buy will announce its Q2 earnings on Thursday before market open, with analysts expecting revenue to grow 1.5% year on year, in line with the 1.6% increase recorded in the same quarter last year. The company beat revenue expectations last quarter with $8.94 billion, up 1.9% year on year, but its full-year EPS guidance slightly missed estimates. Analysts have generally reconfirmed their estimates over the last 30 days, and Best Buy has missed revenue estimates multiple times over the past two years. Peers Warby Parker and Sally Beauty have already reported Q2 results, with Warby Parker missing revenue expectations by 1% and Sally Beauty meeting them, leading to respective share price moves of -9.6% and +10.6%. Best Buy shares are down 3.1% over the last month, trading at $85.70, with an average analyst price target of $83.40.
Warby Parker reported second-quarter revenue of $235.5 million, missing analyst estimates of $237.8 million, while adjusted EPS of $0.15 beat expectations of $0.11. The company reconfirmed full-year revenue guidance of $967.5 million at the midpoint but set EBITDA guidance of $118 million, below analyst estimates of $121 million. Active customers rose to 2.71 million, up 110,000 year over year, and store count reached 352, up from 298 a year earlier. Management attributed softer store traffic to industry headwinds but highlighted strong conversion rates and record average order values. Analysts questioned executives about traffic softness, the upcoming Intelligent Eyewear launch, Target shop-in-shops, tariff refunds, and insurance penetration.
Warby Parker Reaffirms Full-Year Guidance Ahead of Intelligent Eyewear Launch
Warby Parker reported second quarter 2026 revenue of $235.5 million, up 9.8% year-over-year, and reaffirmed its full-year revenue and adjusted EBITDA guidance, which now includes a $14.4 million tariff refund benefit and additional investments ahead of its Intelligent Eyewear launch this fall. Adjusted EBITDA was $32.9 million, or a 14% margin, including an $11.8 million tariff refund benefit in the quarter. The company opened 15 net new stores in Q2, reaching 352 total locations, and saw eye exams grow over 30% year-over-year to approximately 7% of revenue. Active customers grew 4.1% over the trailing 12 months, while average revenue per customer increased 6.6%. Warby Parker reaffirmed full-year 2026 guidance of $959 million to $976 million in revenue and $117 million to $119 million in adjusted EBITDA, and guided third quarter revenue to $243 million to $246 million with adjusted EBITDA of $26 million to $28 million.
WRBY · Capital · Positive Reaffirmed full-year guidance and reported strong Q2 results with revenue up 9.8% and adjusted EBITDA including tariff refund benefit.
Warby Parker Q2 revenue rises 9.8% to $235.5 million, reaffirms full-year outlook
Warby Parker reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, driven by retail sales growth, eye exam expansion and higher average order values. Adjusted EBITDA totaled $32.9 million, a 14% margin, including an $11.8 million tariff refund benefit. The company reaffirmed its full-year revenue outlook of $959 million to $976 million and adjusted EBITDA of $117 million to $119 million, excluding any contribution from its planned Intelligent Eyewear collection. Co-CEO Neil Blumenthal said the full Intelligent Eyewear collection, developed with Samsung and Google using Gemini, will be unveiled in several weeks with customer deliveries on track for the holiday season. Warby Parker opened 15 net new stores in the quarter, reaching 352 locations, and said eye exams grew more than 30% year over year to about 7% of revenue.
Warby Parker Launches First Intelligent Eyewear Collection with Google Gemini and Samsung
Warby Parker announced the launch of its first Intelligent Eyewear collection in collaboration with Google Gemini and Samsung, marking its entry into smart wearables. The collection integrates with Google Gemini and Samsung technology platforms, extending the company's product range beyond traditional prescription and sun eyewear into connected devices. The launch comes as Warby Parker reported positive net income of US$4.64 million in its latest quarter and reaffirmed full-year 2026 revenue guidance of US$959 million to US$976 million. The product is expected to roll out in fall 2026, with investors watching for early demand signals such as unit volumes and attach rates to prescriptions.
Peloton, Sandisk, AppLovin lead premarket declines while Versant Media and DoorDash gain
Several stocks made significant premarket moves following earnings reports and guidance updates. Peloton Interactive sank nearly 14% after reporting a year-over-year decline in active paying subscribers of 8.8%, despite revenue topping expectations. Moderna rose 4% after the FDA approved its mRNA flu vaccine, mFlusiva, for adults 50 and older. Versant Media jumped 5% after raising its full-year outlook and beating top and bottom lines, now expecting 2026 revenue of $6.2 billion to $6.45 billion and adjusted EBITDA of $1.9 billion to $2.05 billion. Warby Parker shed 7% after second-quarter revenue of $235.5 million missed the LSEG consensus estimate of $238 million, though EBITDA topped expectations and full-year guidance was reaffirmed. IonQ rose 3.9% on better-than-expected second-quarter revenue and full-year revenue guidance of $280 million to $290 million, exceeding the FactSet consensus of $268.6 million. Sandisk slid 10% as first-quarter revenue guidance of $10.3 billion to $10.8 billion appeared to disappoint traders, with the LSEG consensus at $10.47 billion, despite fourth-quarter beats. Figma shed 14% after full-year adjusted operating income guidance of $125 million to $135 million came in soft versus the FactSet consensus of $133.2 million. DoorDash added 4% after quarterly revenue of $4.45 billion beat the LSEG consensus of $4.34 billion. Zillow slid more than 11% after expanding CFO Jeremy Hofmann's role to include COO, while also reporting adjusted EPS of 52 cents beating estimates of 45 cents and revenue of $772 million beating estimates of $758 million, a day after announcing about 500 layoffs. Western Digital slumped more than 15% as current-quarter projections underwhelmed, calling for adjusted earnings of $4 a share on revenue of $4.1 billion, versus consensus of $3.81 a share on $4.04 billion. Salesforce fell almost 5% after naming Miguel Milano as operating chief. Duolingo tumbled 7% after current-quarter revenue guidance of $302 million missed the FactSet consensus of $303.9 million. Bumble fell 5% after posting a second-quarter loss of 84 cents per share versus an expected profit of 25 cents, and issuing third-quarter adjusted EBITDA guidance of $56 million to $60 million below the $68.7 million consensus. AppLovin tanked nearly 20% after third-quarter adjusted EBITDA guidance of $1.71 billion to $1.74 billion missed the StreetAccount consensus of $1.75 billion.
Qualcomm and Samsung Expand Collaboration with Snapdragon Across New Galaxy Devices
Qualcomm and Samsung have expanded their collaboration, with Snapdragon platforms powering the new Galaxy lineup across smartphones, watches, and intelligent eyewear. The Snapdragon 8 Elite Gen 5 Mobile Platform for Galaxy will drive the Samsung Galaxy Z Fold8 Ultra, Z Fold8, and Z Flip8, while the Snapdragon Wear Elite Platform enables the Galaxy Watch9 and Galaxy Watch Ultra2, and the Snapdragon AR1 Gen 1 supports new intelligent eyewear. The partnership aims to deliver a unified AI experience with on-device processing and cross-device connectivity. Samsung and Qualcomm also announced that Gentle Monster and Warby Parker will offer additional intelligent eyewear designs built on Snapdragon AR1 Gen 1 as part of larger collections coming this fall.
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005930.KO · Technology · Positive Samsung launches new Galaxy devices powered by Qualcomm's latest Snapdragon platforms, enhancing its product lineup with AI capabilities.
QCOM · Demand · Positive Snapdragon platforms selected for Samsung's new Galaxy lineup across smartphones, watches, and eyewear, expanding Qualcomm's design wins.
WRBY · Demand · Positive Warby Parker will offer intelligent eyewear designs built on Snapdragon AR1 Gen 1, indicating new product adoption.
Gentle Monster (IICOMBINED Co., Ltd.) · Demand · Positive Gentle Monster will offer additional intelligent eyewear designs built on Snapdragon AR1 Gen 1, expanding its product range.
Dick's Sporting Goods leads Q1 specialty retail revenue growth but shares fall
Dick's Sporting Goods posted the fastest revenue growth among seven tracked specialty retailers in the first quarter, with sales surging 62.7% year on year to $5.16 billion, beating analyst estimates by 2.1%. Despite also delivering the highest full-year guidance raise in the group, Dick's shares have fallen 6.7% since the report. Bath and Body Works outperformed expectations with a 1.2% revenue beat and the highest guidance raise overall, sending its stock up 17.7%. Best Buy topped estimates by 1.3% on revenue of $8.94 billion and saw its stock jump 32.5%, while Sally Beauty posted the weakest results, missing EPS guidance significantly. Warby Parker exceeded revenue forecasts by 1.3% but issued the weakest full-year guidance update, though its stock still rose 21.9%.
A recent analysis flags Lowe's, Monro, and Warby Parker as consumer stocks with warning signs. Lowe's has seen sales decline 2.6% annually over three years and weak same-store sales, with a gross margin of 33.3%. Monro faces ongoing store closures and a 31.9% annual drop in earnings per share over three years. Warby Parker reports operating margin losses and negative returns on capital despite $890.6 million in revenue.
Warby Parker Co-CEO Sells $1.9 Million in Shares Under Pre-Arranged Plan
Warby Parker Co-CEO Neil Harris Blumenthal sold 63,040 Class A shares for approximately $1.9 million on May 19, 2026, according to an SEC filing. The shares were sold at a weighted average price of $30.03 through a pre-established Rule 10b5-1 trading plan, indicating a routine, non-discretionary transaction. Blumenthal retains nearly three million directly-held Class B shares and millions more indirectly through trusts, maintaining a substantial equity stake in the company he co-founded. The sale reduced his direct Class A holdings to 50,165 shares, worth about $1.28 million at the May 19 close, and reflects a liquidity event from derivative conversions rather than a shift in strategic alignment. Warby Parker's stock has risen on strong business performance and excitement over planned AI-powered eyeglasses, with first-quarter revenue up 8% year over year to $18.7 million and full-year 2026 sales growth forecast at 10% to 12%.
Warby Parker reported first-quarter 2026 revenue of $242.4 million, an 8.3% increase that exceeded expectations. The company grew its active customer base by 4.8% to 2.69 million and saw average revenue per customer rise 6.9% to $331. Net income reached $3.2 million and Adjusted EBITDA was $29.6 million, while the quarter ended with 337 retail stores. For the full year 2026, Warby Parker reaffirmed its guidance, projecting revenue between $959 million and $976 million and Adjusted EBITDA of $117 million to $119 million, and plans to open 50 new stores. The company is also preparing to launch what it describes as the world's first truly intelligent AI glasses.
Warby Parker Unveils First Intelligent Eyewear Line Powered by Gemini and Android XR
Warby Parker has unveiled its first line of Intelligent Eyewear, scheduled for release this fall. Developed in partnership with Google and Samsung, the frames integrate Gemini and Android XR to offer contextual, real-time assistance for managing tasks, navigating, and communicating. The debut style features a classic rounded silhouette made from ultra-lightweight, flexible nylon in a custom dark green finish, with a semi-translucent interior temple that subtly showcases the integrated technology. The upcoming collection will include multiple optical and sun styles supporting a wide range of prescriptions and lens preferences.
Spatial Computing / AR/VR › AI / AR Smart Glasses ▲Competition
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WRBY · Technology · Positive Warby Parker launches its first intelligent eyewear line, a new product category for the company.
GOOG · Technology · Positive Alphabet's Gemini platform is integrated into Warby Parker's new eyewear, showcasing its AI technology in a consumer product.
005930.KO · Technology · Positive Samsung's Android XR platform is used in the new eyewear, highlighting its XR technology partnership.
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