Warby Parker Q3 Revenue Rises 10.4% to $244.7 Million: 364 Stores, First Intelligent Eyewear Opens for Pre-Order November 12
Warby Parker Inc. (NYSE: WRBY), headquartered in New York City, reported results on November 5 for the third quarter ended September 30, 2026. Net revenue was $244.7 million, up 10.4% year over year.
Gross profit was $133.2 million, for a gross margin of 54.4%, compared with 54.1% a year earlier. Net income was $5.6 million, and adjusted EBITDA was $28.6 million, a margin of 11.7%. Active customers rose 3.0% to 2.74 million on a trailing twelve-month basis, and average revenue per customer rose 6.7% to $342. The company opened 12 net new stores in the quarter, ending with 364 stores, and held $287.9 million in cash and equivalents.
On the product side, the company said its first Intelligent Eyewear collection will open for pre-orders on November 12, with customer deliveries expected during the holiday season.
For full-year 2026, Warby Parker narrowed its net revenue guidance to $966 million to $976 million, growth of about 11% to 12%, reaffirmed adjusted EBITDA guidance of $117 million to $119 million, and plans 50 new store openings for the year.
Co-founder and co-CEO Dave Gilboa said the team cannot wait for customers to experience the Intelligent Eyewear products firsthand. Co-founder and co-CEO Neil Blumenthal cited the rollout of Warby Parker Care, retail expansion and the new collection. CFO Adrian Mitchell said third-quarter revenue grew double digits and adjusted EBITDA exceeded guidance. (Source: Warby Parker)
Source: Warby Parker
Published by GSM · USA (original Chinese edition)
Photo: 图：现代眼镜店内的镜架陈列。CC BY 2.0，经 Wikimedia Commons。 / Photo: Eyeglass frames on display in a modern shop. CC BY 2.0, via Wikimedia Commons.
