Warby Parker Inc.

NYSE:WRBY 株式レポート

時価総額：US$3.5b

Warby Parker 配当と自社株買い

配当金 基準チェック /06

Warby Parker配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.5%

バイバック利回り

総株主利回り0.5%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha • Jul 29

Warby Parker: I Don't See A Path To An Upgrade

Summary Warby Parker remains a speculative 'hold' due to high valuation despite robust revenue growth and expansion plans. WRBY's growth is driven by aggressive store openings, rising active customers, and higher revenue per customer, though margin pressure persists. Upcoming AI glasses launch, backed by Alphabet's $150M partnership, is a key potential upside but carries execution risk. Second quarter fiscal 2026 results and AI glasses progress are critical catalysts; failure to deliver could trigger a downgrade. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 23

WRBY: Full Service Shift And Intelligent Eyewear Plans Will Shape Future Trajectory

Analysts have raised Warby Parker’s fair value estimate from $18.00 to $24.00 per share, citing higher expected revenue growth, a lower discount rate, and Street research that highlights potential upside from the company’s push into full service optical retail and its upcoming intelligent eyewear launches. Analyst Commentary Street research on Warby Parker reflects a mix of optimism around the company’s move into full service optical retail and caution around execution on intelligent eyewear and future profitability targets.
ナラティブ更新 • Jul 09

WRBY: Full Service Optical Expansion And AI Eyewear Will Drive Upside

Analysts have lifted their fair value estimate for Warby Parker from $32.00 to $35.00, citing higher expected revenue growth, a modestly lower discount rate, and updated assumptions for profit margins and future P/E multiples. These changes follow recent research that highlights the company’s progress toward a full service optical model and its upcoming intelligent eyewear launch.
ナラティブ更新 • Jun 24

WRBY: Fall AI Eyewear Rollout And Index Addition Will Support Premium Multiple

Analysts have left their Warby Parker fair value estimate effectively unchanged at about $29.92, reflecting only minor tweaks to revenue growth, profit margin, and future P/E assumptions after mixed reactions to the company's intelligent eyewear launch details and timing. Analyst Commentary Street research around Warby Parker's intelligent eyewear launch is split, with some analysts focusing on long term growth potential and others highlighting near term execution risks.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: WRBYの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: WRBYの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Warby Parker 配当利回り対市場
WRBY 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (WRBY)n/a
市場下位25% (US)1.3%
市場トップ25% (US)4.0%
業界平均 (Specialty Retail)2.1%
アナリスト予想 (WRBY) (最長3年)0%

注目すべき配当: WRBYは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: WRBYは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: WRBYの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: WRBYが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/04 20:29
終値2026/08/03 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Warby Parker Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Mark AltschwagerBaird
Robert OhmesBofA Global Research
Janine Hoffman StichterBTIG