Warby Parker マネジメント
マネジメント 基準チェック /34
Warby Parkerの CEO はNeil Blumenthalで、 Jan2010年に任命され、 の在任期間は 16.42年です。 の年間総報酬は$ 9.00Mで、 6.4%給与と93.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の6.17%を直接所有しており、その価値は$ 221.36M 。経営陣と取締役会の平均在任期間はそれぞれ16.4年と14.4年です。
主要情報
Neil Blumenthal
最高経営責任者
US$9.0m
報酬総額
| CEO給与比率 | 6.39% |
| CEO在任期間 | 16.4yrs |
| CEOの所有権 | 6.2% |
| 経営陣の平均在職期間 | 16.4yrs |
| 取締役会の平均在任期間 | 14.4yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.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分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$56m |
報酬と市場: Neilの 総報酬 ($USD 9.00M ) は、 US市場 ($USD 6.87M ) の同規模の企業の平均を上回っています。
報酬と収益: Neilの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Neil Blumenthal (45 yo)
16.4yrs
在職期間
US$9,000,180
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 16.4yrs | US$9.00m | 6.17% $ 221.4m | |
| Co-Founder | 17.1yrs | US$9.00m | 5.19% $ 186.2m | |
| Co-Founder & Independent Director | 17.1yrs | US$355.46k | 1.58% $ 56.8m | |
| Co-Founder & Independent Director | 17.1yrs | US$341.60k | 2.14% $ 76.9m | |
| CFO & Principal Accounting Officer | less than a year | データなし | データなし | |
| Senior VP & CTO | 6.4yrs | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Senior VP | no data | データなし | データなし | |
| Senior VP & Chief People Officer | no data | データなし | データなし | |
| SVP and Chief Retail & Customer Experience Officer | 8.4yrs | データなし | データなし | |
| SVP and Chief Product & Supply Chain Officer | no data | データなし | データなし | |
| VP of Finance Planning & Analysis | no data | データなし | データなし |
16.4yrs
平均在職期間
45yo
平均年齢
経験豊富な経営陣: WRBYの経営陣は経験豊富で経験豊富です（平均在職期間は16.4年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 17.1yrs | US$9.00m | 6.17% $ 221.4m | |
| Co-Founder | 17.1yrs | US$9.00m | 5.19% $ 186.2m | |
| Co-Founder & Independent Director | 17.1yrs | US$355.46k | 1.58% $ 56.8m | |
| Co-Founder & Independent Director | 17.1yrs | US$341.60k | 2.14% $ 76.9m | |
| Independent Lead Director | 4.8yrs | US$385.09k | 0.024% $ 864.4k | |
| Independent Director | 1.8yrs | US$355.46k | 0.081% $ 2.9m | |
| Independent Director | 14.4yrs | データなし | 0.11% $ 4.0m | |
| Independent Director | 8.3yrs | US$341.60k | 0.021% $ 762.1k | |
| Independent Director | 7yrs | US$361.60k | 0.057% $ 2.0m |
14.4yrs
平均在職期間
62yo
平均年齢
経験豊富なボード: WRBYの 取締役会 は経験豊富で 経験豊富 です ( 14.4年の平均在任期間)。
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 | 2026/06/28 14:46 |
| 終値 | 2026/06/26 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. 13 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。16
| アナリスト | 機関 |
|---|---|
| Mark Altschwager | Baird |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |