Warby Parker Management
Management criteria checks 4/4
Warby Parker's CEO is Neil Blumenthal, appointed in Jan 2010, has a tenure of 16.33 years. total yearly compensation is $9.00M, comprised of 6.4% salary and 93.6% bonuses, including company stock and options. directly owns 6.21% of the company’s shares, worth $167.20M. The average tenure of the management team and the board of directors is 16.3 years and 14.3 years respectively.
Key information
Neil Blumenthal
Chief executive officer
US$9.0m
Total compensation
| CEO salary percentage | 6.39% |
| CEO tenure | 16.3yrs |
| CEO ownership | 6.2% |
| Management average tenure | 16.3yrs |
| Board average tenure | 14.3yrs |
Recent management updates
Recent updates
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.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.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.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.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).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.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.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.Warby Parker Inc. (NYSE:WRBY) Looks Just Right With A 38% Price Jump
Jan 07
Warby Parker: Lock In Gains On The Google Spike (Downgrade)
Dec 17WRBY: 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.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.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.With A 28% Price Drop For Warby Parker Inc. (NYSE:WRBY) You'll Still Get What You Pay For
Oct 30Google 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.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.Market Participants Recognise Warby Parker Inc.'s (NYSE:WRBY) Revenues Pushing Shares 28% Higher
May 13Warby Parker Inc. (NYSE:WRBY) Shares Slammed 31% But Getting In Cheap Might Be Difficult Regardless
Mar 19Warby Parker: Target Partnership Aims Further Store Potential
Mar 07An Intrinsic Calculation For Warby Parker Inc. (NYSE:WRBY) Suggests It's 23% Undervalued
Mar 01Warby Parker's Operating Leverage Is Too Slow
Nov 28Warby Parker Inc. (NYSE:WRBY) Released Earnings Last Week And Analysts Lifted Their Price Target To US$20.38
Nov 10After Leaping 27% Warby Parker Inc. (NYSE:WRBY) Shares Are Not Flying Under The Radar
Oct 22At US$16.03, Is It Time To Put Warby Parker Inc. (NYSE:WRBY) On Your Watch List?
Sep 28Warby Parker: Not Enough Margin Of Safety To Make The Vision Worth Buying
Sep 09Investors Appear Satisfied With Warby Parker Inc.'s (NYSE:WRBY) Prospects
Sep 06Analyst Estimates: Here's What Brokers Think Of Warby Parker Inc. (NYSE:WRBY) After Its Second-Quarter Report
Aug 11CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$56m |
Compensation vs Market: Neil's total compensation ($USD9.00M) is about average for companies of similar size in the US market ($USD7.20M).
Compensation vs Earnings: Neil's compensation has been consistent with company performance over the past year.
CEO
Neil Blumenthal (44 yo)
16.3yrs
Tenure
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 16.3yrs | US$9.00m | 6.21% $ 167.2m | |
| Co-Founder | 17yrs | US$9.00m | 5.18% $ 139.4m | |
| Co-Founder & Independent Director | 17yrs | US$355.46k | 1.58% $ 42.4m | |
| Co-Founder & Independent Director | 17yrs | US$341.60k | 2.14% $ 57.6m | |
| CFO & Principal Accounting Officer | less than a year | no data | no data | |
| Senior VP & CTO | 6.3yrs | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Senior VP | no data | no data | no data | |
| Senior VP & Chief People Officer | no data | no data | no data | |
| SVP and Chief Retail & Customer Experience Officer | 8.3yrs | no data | no data | |
| SVP and Chief Product & Supply Chain Officer | no data | no data | no data | |
| VP of Finance Planning & Analysis | no data | no data | no data |
16.3yrs
Average Tenure
44yo
Average Age
Experienced Management: WRBY's management team is seasoned and experienced (16.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 17yrs | US$9.00m | 6.21% $ 167.2m | |
| Co-Founder | 17yrs | US$9.00m | 5.18% $ 139.4m | |
| Co-Founder & Independent Director | 17yrs | US$355.46k | 1.58% $ 42.4m | |
| Co-Founder & Independent Director | 17yrs | US$341.60k | 2.14% $ 57.6m | |
| Independent Lead Director | 4.8yrs | US$385.09k | 0.024% $ 650.0k | |
| Independent Director | 1.8yrs | US$355.46k | 0.10% $ 2.7m | |
| Independent Director | 14.3yrs | no data | 0.11% $ 3.0m | |
| Independent Director | 8.2yrs | US$341.60k | 0.022% $ 595.1k | |
| Independent Director | 6.9yrs | US$361.60k | 0.050% $ 1.3m |
14.3yrs
Average Tenure
61yo
Average Age
Experienced Board: WRBY's board of directors are seasoned and experienced ( 14.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 22:06 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Warby Parker Inc. is covered by 16 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mark Altschwager | Baird |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |