Warby Parker Gestion
Gestion contrôle des critères 4/4
Le PDG Warby Parker est Neil Blumenthal, nommé en Jan2010, a un mandat de 16.42 ans. La rémunération annuelle totale est $ 9.00M, composée du salaire de 6.4% et des bonus 93.6%, y compris les actions et options de la société. détient directement 6.14% des actions de la société, d'une valeur de $ 181.87M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 16.4 ans et 14.4 ans.
Informations clés
Neil Blumenthal
Directeur général
US$9.0m
Rémunération totale
| Pourcentage du salaire du PDG | 6.39% |
| Durée du mandat du directeur général | 16.4yrs |
| Propriété du PDG | 6.1% |
| Durée moyenne d'occupation des postes de direction | 16.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 14.4yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 05
WRBY: Fall AI Eyewear Launch Will Support Higher Long Term Premium Multiple
Warby Parker's analyst fair value estimate has nudged up by about $0.75 as analysts factor in updated assumptions around AI glasses timing, profitability and future P/E, despite recent concerns about limited product details and launch clarity. Analyst Commentary Street research around Warby Parker's AI glasses launch is split, with some analysts focused on long term earnings potential and others more focused on near term execution risks and limited product detail.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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1m |
| Dec 31 2025 | US$9m | US$575k | US$2m |
| Sep 30 2025 | n/a | n/a | US$717k |
| Jun 30 2025 | n/a | n/a | -US$9m |
| Mar 31 2025 | n/a | n/a | -US$14m |
| Dec 31 2024 | US$1m | US$555k | -US$20m |
| Sep 30 2024 | n/a | n/a | -US$33m |
| Jun 30 2024 | n/a | n/a | -US$46m |
| Mar 31 2024 | n/a | n/a | -US$55m |
| Dec 31 2023 | US$907k | US$525k | -US$63m |
| Sep 30 2023 | n/a | n/a | -US$64m |
| Jun 30 2023 | n/a | n/a | -US$71m |
| Mar 31 2023 | n/a | n/a | -US$87m |
| Dec 31 2022 | US$700k | US$500k | -US$110m |
| Sep 30 2022 | n/a | n/a | -US$136m |
| Jun 30 2022 | n/a | n/a | -US$203m |
| Mar 31 2022 | n/a | n/a | -US$190m |
| Dec 31 2021 | US$104m | US$450k | -US$157m |
| Sep 30 2021 | n/a | n/a | -US$116m |
| Jun 30 2021 | n/a | n/a | -US$66m |
| Mar 31 2021 | n/a | n/a | -US$53m |
| Dec 31 2020 | US$736k | US$425k | -US$56m |
Rémunération vs marché: La rémunération totale de Neil ($USD 9.00M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 6.94M ).
Rémunération et revenus: La rémunération de Neil a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Neil Blumenthal (45 yo)
16.4yrs
Titularisation
US$9,000,180
Compensation
Mr. Neil Harris Blumenthal is serves as a Investor of Alchemy Ventures. Mr. Neil Harris Blumenthal is Co-Founder and Co-Chief Executive Officer of Warby Parker Inc. (formerly, JAND, Inc.) since 2010 and se...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 16.4yrs | US$9.00m | 6.14% $ 181.9m | |
| Co-Founder | 17.1yrs | US$9.00m | 5.16% $ 152.9m | |
| Co-Founder & Independent Director | 17.1yrs | US$355.46k | 1.57% $ 46.5m | |
| Co-Founder & Independent Director | 17.1yrs | US$341.60k | 2.13% $ 63.2m | |
| CFO & Principal Accounting Officer | less than a year | pas de données | pas de données | |
| Senior VP & CTO | 6.4yrs | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | no data | pas de données | pas de données | |
| Senior VP & Chief People Officer | no data | pas de données | pas de données | |
| SVP and Chief Retail & Customer Experience Officer | 8.4yrs | pas de données | pas de données | |
| SVP and Chief Product & Supply Chain Officer | no data | pas de données | pas de données | |
| VP of Finance Planning & Analysis | no data | pas de données | pas de données |
16.4yrs
Durée moyenne de l'emploi
45yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de WRBY est chevronnée et expérimentée (16.4 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 17.1yrs | US$9.00m | 6.14% $ 181.9m | |
| Co-Founder | 17.1yrs | US$9.00m | 5.16% $ 152.9m | |
| Co-Founder & Independent Director | 17.1yrs | US$355.46k | 1.57% $ 46.5m | |
| Co-Founder & Independent Director | 17.1yrs | US$341.60k | 2.13% $ 63.2m | |
| Independent Lead Director | 4.8yrs | US$385.09k | 0.0075% $ 221.4k | |
| Independent Director | 1.8yrs | US$355.46k | 0.081% $ 2.4m | |
| Independent Director | 14.4yrs | pas de données | 0.11% $ 3.3m | |
| Independent Director | 8.3yrs | US$341.60k | 0.022% $ 652.7k | |
| Independent Director | 7yrs | US$361.60k | 0.050% $ 1.5m |
14.4yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la WRBY est chevronné et expérimenté ( 14.4 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/05 22:06 |
| Cours de l'action en fin de journée | 2026/06/05 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Warby Parker Inc. est couverte par 16 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mark Altschwager | Baird |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |