Warby Parker 과거 순이익 실적
과거 기준 점검 3/6
Warby Parker은 연평균 42%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 3.2% 감소했습니다. 매출은 연평균 12.5%의 비율로 증가했습니다. Warby Parker의 자기자본이익률은 0.4%이고 순이익률은 0.2%입니다.
핵심 정보
41.99%
순이익 성장률
52.13%
주당순이익(EPS) 성장률
| Specialty Retail 산업 성장률 | 26.64% |
| 매출 성장률 | 12.55% |
| 자기자본이익률 | 0.36% |
| 순이익률 | 0.15% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Warby Parker가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 891 | 1 | 481 | 0 |
| 31 Dec 25 | 872 | 2 | 475 | 0 |
| 30 Sep 25 | 851 | 1 | 472 | 0 |
| 30 Jun 25 | 821 | -9 | 465 | 0 |
| 31 Mar 25 | 795 | -14 | 460 | 0 |
| 31 Dec 24 | 771 | -20 | 456 | 0 |
| 30 Sep 24 | 743 | -33 | 436 | 0 |
| 30 Jun 24 | 720 | -46 | 437 | 0 |
| 31 Mar 24 | 698 | -55 | 433 | 0 |
| 31 Dec 23 | 670 | -63 | 434 | 0 |
| 30 Sep 23 | 654 | -64 | 409 | 0 |
| 30 Jun 23 | 633 | -71 | 409 | 0 |
| 31 Mar 23 | 617 | -87 | 420 | 0 |
| 31 Dec 22 | 598 | -110 | 438 | 0 |
| 30 Sep 22 | 585 | -136 | 454 | 0 |
| 30 Jun 22 | 573 | -203 | 491 | 0 |
| 31 Mar 22 | 555 | -190 | 460 | 0 |
| 31 Dec 21 | 541 | -157 | 427 | 0 |
| 30 Sep 21 | 521 | -116 | 380 | 0 |
| 30 Jun 21 | 487 | -66 | 342 | 0 |
| 31 Mar 21 | 444 | -53 | 312 | 0 |
| 31 Dec 20 | 394 | -56 | 283 | 0 |
| 31 Dec 19 | 370 | -58 | 221 | 0 |
양질의 수익: WRBY는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: WRBY는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: WRBY는 지난 5년 동안 흑자전환하며 연평균 42%의 수익 성장을 기록했습니다.
성장 가속화: WRBY는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: WRBY는 지난해 흑자전환하여 지난 해 수익 성장률을 Specialty Retail 업계(-2.3%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: WRBY의 자본 수익률(0.4%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 07:38 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Warby Parker Inc.는 16명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mark Altschwager | Baird |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |