Warby Parker Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 3/6
Warby Parker yıllık ortalama 42% oranında kazançlarını artırırken, Specialty Retail sektöründe kazançlar declining at 4.7% annual. Gelirler growing yılda ortalama 12.5% oranında artmaktadır. Warby Parker'in özkaynak karlılığı 0.4% ve net marjı 0.2%'dir.
Anahtar bilgiler
41.99%
Kazanç büyüme oranı
52.13%
EPS büyüme oranı
| Specialty Retail Sektör Büyümesi | 26.64% |
| Gelir büyüme oranı | 12.55% |
| Özkaynak getirisi | 0.36% |
| Net Marj | 0.15% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Warby Parker nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 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 |
Kaliteli Kazançlar: WRBY yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: WRBY geçmişte karlı hale geldi.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: WRBY son 5 yılda karlı hale geldi ve kazançlarını yıllık 42% oranında artırdı.
Büyüme Hızlandırma: WRBY son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.
Kazançlar vs. Sektör: WRBY son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Specialty Retail sektörüyle ( -0.7% ) karşılaştırılmasını zorlaştırıyor.
Özkaynak Getirisi
Yüksek ROE: WRBY 'nin Özsermaye Getirisi ( 0.4% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/01 09:11 |
| Gün Sonu Hisse Fiyatı | 2026/05/29 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Warby Parker Inc. 16 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mark Altschwager | Baird |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |