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WRBY logo

Warby Parker Inc. Stock Price

NYSE:WRBY Community·US$3.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 22 Fair Values set on narratives written by author
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WRBY Share Price Performance

US$24.34
-2.80 (-10.32%)
​
US$29.92
Fair Value
US$24.34
-2.80 (-10.32%)
18.6% undervalued intrinsic discount
US$29.92
Fair Value
Price US$24.34
AnalystConsensusTarget US$29.92
AnalystLowTarget US$24.00
AnalystHighTarget US$35.00
Wed, 24 Jun 26
Fair ValueUS$29.92
Share Pricen/a

WRBY Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$29.92 18.6% undervalued intrinsic discount

Google Partnership And Retail Expansion Will Unlock New Market Opportunities

0users have liked this narrative
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10users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$24 1.4% overvalued intrinsic discount

AI Eyewear Risks And Store Saturation Will Limit Long Term Margin Expansion

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$35 30.5% undervalued intrinsic discount

AI Eyewear And Retail Expansion Will Transform Long Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
WRBY logo
Warby Parker
1.4% overvalued intrinsic discount

AI Eyewear Risks And Store Saturation Will Limit Long Term Margin Expansion

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 23 Jul
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WRBY logo
Warby Parker
30.5% undervalued intrinsic discount

AI Eyewear And Retail Expansion Will Transform Long Term Earnings Power

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Jul
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WRBY logo
Warby Parker
18.6% undervalued intrinsic discount

Google Partnership And Retail Expansion Will Unlock New Market Opportunities

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 24 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
WRBY logo

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

Fair Value: US$24 1.4% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
WRBY logo

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

Fair Value: US$35 30.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
WRBY logo

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

Fair Value: US$29.92 18.6% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

Warby Parker Inc. Key Details

US$911.6m

Revenue

US$427.4m

Cost of Revenue

US$484.2m

Gross Profit

US$476.5m

Other Expenses

US$7.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.063
53.12%
0.85%
0%
View Full Analysis

About WRBY

Founded
2009
Employees
3156
CEO
Neil Blumenthal
WebsiteView website
www.warbyparker.com

Warby Parker Inc. sells eyewear products through its retail and e-commerce platform in the United States and Canada. The company offers eyeglasses and sunglasses; and single-vision, progressive, light-responsive, polarized, blue-light-filtering, tinted, non-prescription, and contact lenses. It also provides accessories, such as cases, pouches, lenses kit with anti-fog spray, travel cases, lenses cloth, anti-fog lens spray, and sun clip-ons through its stores, website, and mobile apps. In addition, the company offers eye exams and vision tests, as well as optical services. Warby Parker Inc. was incorporated in 2009 and is headquartered in New York, New York.

Recent WRBY News & Updates

Seeking Alpha • Sep 10

Warby Parker: Rich Multiples On Thin Profitability

Summary Warby Parker remains a sell due to overvaluation, weak growth, and excessive optimism around its upcoming smart glasses launch. WRBY trades at 22.5x EV/FY26 adjusted EBITDA, with current fundamentals unable to justify this premium multiple absent a major smart glasses success. Q2 revenue grew 10% y/y but missed expectations; active customer growth slowed to 4.1%, and organic EBITDA margins declined when excluding a one-time tariff refund. Heavy marketing spend and uncertain smart glasses traction make WRBY especially vulnerable in a higher-yield, risk-off market environment. Read the full article on Seeking Alpha

Recent updates

No updates

Warby Parker Inc. Competitors

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Genuine Parts

Symbol: NYSE:GPC
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Symbol: NasdaqGS:TSCO
Market cap: US$17.6b
BURL logo

Burlington Stores

Symbol: NYSE:BURL
Market cap: US$14.6b
W logo

Wayfair

Symbol: NYSE:W
Market cap: US$14.4b
View more competitors

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