Warby Parker Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Warby Parker de 71.2% y 17.7% por año respectivamente. Se prevé que el BPA crezca en un 72.9% al año. Se espera que la rentabilidad financiera sea de 17.4% en 3 años.
Información clave
71.2%
Tasa de crecimiento de los beneficios
72.93%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Specialty Retail | 10.1% |
| Tasa de crecimiento de los ingresos | 17.7% |
| Rentabilidad financiera futura | 17.42% |
| Cobertura de analistas | Good |
| Última actualización | 19 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • May 13
Warby Parker: Sales Slowdown And Margin Deleverage
Summary Warby Parker stock has surged despite slowing sales and margin contraction, driven by AI smartglasses hype with Google. I reiterate a "Sell" rating, citing sentiment-driven valuation and vulnerability to correction if the smartglasses launch disappoints. WRBY maintains just a 1.3% market share and targets 10%-12% y/y growth in FY26 but must accelerate performance in Q2-Q4 to achieve this. High multiples are difficult to justify as the current outlook excludes uncertain smart glass contributions, and profitability is fading. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 22
WRBY: Future AI Eyewear And Store Expansion Will Support Higher Premium Multiple
Narrative Update Analysts raised Warby Parker price targets by $6 at Citi to $24 and by $4 at TD Cowen to $30, citing updated models after Q4 results and an increased focus on potential AI glasses sales and higher margin categories. Analyst Commentary Recent research updates show analysts reassessing Warby Parker's long term growth path, especially around future AI glasses and higher margin product categories.Actualización de narrativa • Apr 07
WRBY: AI-Driven Product Expansion Will Support Higher Premium Multiple
Narrative Update on Warby Parker The analyst price target framework for Warby Parker now reflects a $6 increase in one firm's target to $24 and a $4 increase in another firm's target to $30. Analysts point to Q4 updates, the planned Warby Parker/Google AI glasses expected in the second half of 2026, unit growth potential toward a 900 store goal, and a greater mix of higher margin categories such as progressives as key drivers behind their revised assumptions.Actualización de narrativa • Mar 24
WRBY: Store Expansion And AI Glasses Roadmap Will Support Higher Premium Multiple
Narrative Update The analyst price target for Warby Parker has moved modestly higher to $29.17. Analysts cite updated models after Q4 results, a clearer long term growth roadmap, and potential contributions from planned AI glasses partnerships with Google as key supports for this shift.Actualización de narrativa • Mar 09
WRBY: Store Expansion Roadmap Will Support Higher Future Premium Multiple
Analysts have lifted their fair value estimate for Warby Parker from $27.25 to about $28.67, citing updated models that reflect the company’s growth roadmap in store expansion, new categories such as A.I. glasses, and higher margin products including progressives. Analyst Commentary Recent research updates point to a more constructive stance on Warby Parker, with bullish analysts lifting fair value and price targets after incorporating the company’s latest roadmap into their models.Actualización de narrativa • Feb 22
WRBY: New Financial Leadership Will Support Premium Multiple And Fair Value
Analysts have kept Warby Parker's fair value estimate steady at $27.25, with small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E reflecting fine tuning of their models rather than a directional shift in the outlook. What's in the News Adrian Mitchell has been appointed Chief Financial Officer of Warby Parker, effective February 10, 2026, succeeding interim CFO Dave Gilboa, who continues as Co Chief Executive Officer (company filing).Actualización de narrativa • Feb 07
WRBY: Fine Tuned Model Assumptions Will Test Premium Multiple And Fair Value
Analysts have maintained their fair value estimate for Warby Parker at $27.25. The slight adjustments in inputs such as discount rate and future P/E reflect fine tuning of their models rather than a change in their overall conviction.Actualización de narrativa • Jan 24
WRBY: Margin Discipline And 2025 Outlook Will Test Premium Earnings Multiple
Analysts now peg Warby Parker's fair value at about $27.25 per share, a roughly $0.40 upward adjustment that reflects updated assumptions on discount rate and future P/E, even as recent price target cuts highlight concerns around slowing revenue trends and premium valuation risk. Analyst Commentary Recent Street research paints a mixed picture, with all three firms trimming their price targets but differing on how they view Warby Parker's execution and long term growth potential.Actualización de narrativa • Jan 09
WRBY: Margin Progress And 2025 Guidance Balance Premium Multiple Risks
Analysts have raised our Warby Parker fair value estimate from US$22.45 to US$26.83, reflecting higher assumed revenue growth and profit margins, even as recent Street price targets have been cut to US$19 to account for softer near term trends and questions around future P/E support. Analyst Commentary Bullish Takeaways Some bullish analysts highlight that Q3 adjusted EBITDA came in stronger than expected, which they view as evidence that Warby Parker can manage profitability even when revenue trends are softer.Artículo de análisis • Jan 07
Warby Parker Inc. (NYSE:WRBY) Looks Just Right With A 38% Price Jump
Warby Parker Inc. ( NYSE:WRBY ) shareholders would be excited to see that the share price has had a great month...Actualización de narrativa • Dec 06
WRBY: Margin Expansion And 2025 Profitability Progress Will Drive Renewed Bullish Conviction
Analysts have nudged their blended price target for Warby Parker modestly higher, from approximately $22.17 to $22.45 per share. Stronger margin and growth assumptions have offset recent target cuts tied to slowing revenue trends and heightened uncertainty around the pace of top line expansion.Actualización de narrativa • Nov 22
WRBY: Renewed Partnerships Will Support Improved Engagement And 2025 Outlook
Analysts have reduced their average price target for Warby Parker from approximately $25.08 to $22.17. They cite slower revenue growth trends and ongoing concerns about near-term topline outlook and retail risks.Actualización de narrativa • Nov 06
WRBY: Recent Partnerships Will Drive 2025 Revenue Expansion And Market Confidence
Analysts have modestly lowered their fair value estimate for Warby Parker to $25.08 from $26.23. This change reflects slightly softer expectations for revenue growth and profit margins, despite recent upward price target revisions by several major firms.Artículo de análisis • Oct 30
With A 28% Price Drop For Warby Parker Inc. (NYSE:WRBY) You'll Still Get What You Pay For
Warby Parker Inc. ( NYSE:WRBY ) shareholders won't be pleased to see that the share price has had a very rough month...Actualización de narrativa • Aug 06
Google Partnership And Retail Expansion Will Unlock New Market Opportunities
Warby Parker’s consensus price target has risen as analysts project a higher future P/E multiple despite an increased discount rate, implying a new fair value of $23.85. What's in the News Warby Parker announced a strategic partnership with Google to develop AI-powered, all-day wearable glasses, integrating Warby Parker's design with Google's technology, with an initial product line planned to launch after 2025.Nueva narrativa • May 27
Retail Expansion And AI Personalization Will Redefine Vision Care
Expanding retail presence, product diversification, and proprietary technology investments bolster omnichannel growth, recurring revenue streams, and operational efficiency to elevate margins.Artículo de análisis • May 13
Market Participants Recognise Warby Parker Inc.'s (NYSE:WRBY) Revenues Pushing Shares 28% Higher
Those holding Warby Parker Inc. ( NYSE:WRBY ) shares would be relieved that the share price has rebounded 28% in the...Artículo de análisis • Mar 19
Warby Parker Inc. (NYSE:WRBY) Shares Slammed 31% But Getting In Cheap Might Be Difficult Regardless
Warby Parker Inc. ( NYSE:WRBY ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • Mar 07
Warby Parker: Target Partnership Aims Further Store Potential
Summary Warby Parker's Q4 results met expectations as revenues continued to scale and profitability is slowly improving. The company targets continued growth in 2025 with new own store openings, as well as through the new small-scale partnership with Target. Operating leverage remains too slow, as Warby Parker still reports GAAP losses. Trump's tariff on China adds some further short-term margin pressure. Despite good growth prospects, WRBY stock remains too expensive. I estimate -39% downside to a fair value of $13.15. Read the full article on Seeking AlphaArtículo de análisis • Mar 01
An Intrinsic Calculation For Warby Parker Inc. (NYSE:WRBY) Suggests It's 23% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Warby Parker fair value estimate is US$32.19 Current share...Seeking Alpha • Nov 28
Warby Parker's Operating Leverage Is Too Slow
Summary Warby Parker continued rapid growth in Q3, suggesting a continued runway of retail network expansion. The growth is coupled with an insufficient margin level despite normalizing SBC, and operating leverage is coming in quite slowly. The market has valued the WRBY stock for too ambitious earnings growth, and I estimate a -50% downside into an $11.46 fair value. Read the full article on Seeking AlphaArtículo de análisis • Nov 10
Warby Parker Inc. (NYSE:WRBY) Released Earnings Last Week And Analysts Lifted Their Price Target To US$20.38
Shareholders of Warby Parker Inc. ( NYSE:WRBY ) will be pleased this week, given that the stock price is up 12% to...Artículo de análisis • Oct 22
After Leaping 27% Warby Parker Inc. (NYSE:WRBY) Shares Are Not Flying Under The Radar
Warby Parker Inc. ( NYSE:WRBY ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,561 | 123 | 105 | N/A | 4 |
| 12/31/2027 | 1,140 | 54 | 55 | 140 | 13 |
| 12/31/2026 | 980 | 29 | 55 | 121 | 13 |
| 3/31/2026 | 891 | 1 | 39 | 106 | N/A |
| 12/31/2025 | 872 | 2 | 44 | 111 | N/A |
| 9/30/2025 | 851 | 1 | 38 | 107 | N/A |
| 6/30/2025 | 821 | -9 | 52 | 117 | N/A |
| 3/31/2025 | 795 | -14 | 42 | 108 | N/A |
| 12/31/2024 | 771 | -20 | 35 | 99 | N/A |
| 9/30/2024 | 743 | -33 | 33 | 92 | N/A |
| 6/30/2024 | 720 | -46 | 24 | 85 | N/A |
| 3/31/2024 | 698 | -55 | 17 | 72 | N/A |
| 12/31/2023 | 670 | -63 | 7 | 61 | N/A |
| 9/30/2023 | 654 | -64 | 17 | 71 | N/A |
| 6/30/2023 | 633 | -71 | -1 | 52 | N/A |
| 3/31/2023 | 617 | -87 | -27 | 29 | N/A |
| 12/31/2022 | 598 | -110 | -50 | 10 | N/A |
| 9/30/2022 | 585 | -136 | -106 | -45 | N/A |
| 6/30/2022 | 573 | -203 | -101 | -42 | N/A |
| 3/31/2022 | 555 | -190 | -95 | -39 | N/A |
| 12/31/2021 | 541 | -157 | -81 | -32 | N/A |
| 9/30/2021 | 521 | -116 | -20 | 19 | N/A |
| 6/30/2021 | 487 | -66 | 2 | 32 | N/A |
| 3/31/2021 | 444 | -53 | 9 | 32 | N/A |
| 12/31/2020 | 394 | -56 | 13 | 33 | N/A |
| 12/31/2019 | 370 | -58 | N/A | 21 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (71.2% al año) de WRBY es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (71.2% al año) de WRBY crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de WRBY crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (17.7% al año) de WRBY crezcan más rápidamente que los del mercado US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 17.7% al año) de WRBY crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de WRBY sea baja dentro de 3 años (17.4%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 00:49 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Warby Parker Inc. está cubierta por 16 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Altschwager | Baird |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |