Warby Parker (WRBY)
Designer and omnichannel retailer of eyewear, contact lenses, eye exams, and vision tests.
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Sells in-house-designed glasses and sunglasses, third-party contact lenses, eye exams, and prescription-renewal vision tests through stores and digital channels. Revenue is reported in one holistic vision care segment, with owned optical labs, external manufacturing partners, and licensed eye-care professionals supporting delivery.
Designs prescription eyeglasses and sunglasses in-house, sells third-party contact lenses, and provides eye exams and prescription-renewal vision tests. Products and services reach customers through more than 300 stores across the United States and Canada, alongside e-commerce and mobile apps.
Combines frame design, owned optical laboratories, external manufacturing partners, and direct customer data across store and digital journeys. Virtual Try-On and Virtual Vision Test support selection and prescription renewal, while Intelligent Eyewear under development with Google and Samsung extends its design and prescription work into AI-enabled glasses.
Reports these activities as one holistic vision care segment. The model relies on third-party frame and lens factories, a concentrated contact-lens supplier base, and licensed eye-care professionals operating under medical-device, optometry, privacy, and healthcare rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Deutsche Bank | Target | Target: — | Target: $29 |
| Aug 7, 2026 | UBS | Reiterate | Rating: —Target: $27 | Target: $28 |
| Aug 5, 2026 | Roth Capital | Reiterate | Rating: —Target: $24 | Target: $28 |
| May 22, 2026 | China Renaissance Securities (US) Inc. | Target | Target: — | Target: $30 |
| May 8, 2026 | Telsey Advisory | Target | Target: $32 | Target: $33 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $292.7M · Total debt $251.0M · Total assets $772.3M · Shareholders' equity $392.0M
- Revenue
- $235.5M
- Operating income
- $3.2M
- Net income
- $4.6M
No dividends on record.
| Institutions | ≈ 100.62% | 124.38M shares | |
|---|---|---|---|
| 330 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 23.62% | 29.19M shares | |
| 12 holders · as of Sep 4, 2026 | |||
| Adds to | 124.24% | ||
123.61M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 124.24%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 12.60% | 15.58M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 12.39% | 15.31M A | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 8.99% | 11.11M A | as of Jun 30, 2026 |
GilboaInsider | 7.55% | 9.33M | filed Feb 14, 2022 |
David A. GilboaInsider | 6.30% | 7.79M | filed May 15, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 6, 2026 | David Abraham Gilboa | director, officer: Co-Chief Executive Officer | −54,347 | $29.84 |
| Jul 6, 2026 | Neil Harris Blumenthal | director, officer: Co-Chief Executive Officer | −9,200 | $29.99 |
| Jul 1, 2026 | Jeffrey Jacob Raider | director | −22,500 | $29.72 |
| Jul 1, 2026 | David Abraham Gilboa | director, officer: Co-Chief Executive Officer | −242,221 | $29.69 |
| Jul 1, 2026 | Neil Harris Blumenthal | director, officer: Co-Chief Executive Officer | −217,667 | $29.61 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Warby Parker | $23.16 | −0.39% | $2.85B | 350.2 | 52.4 | 3.1 | +9.8% |
| National Vision | $16.23 | −1.33% | $1.32B | 26.9 | 15.0 | 0.6 | +2.6% |
| CooperCompanies | $55.26 | +2.11% | $10.56B | 18.5 | 12.1 | 2.5 | +0.6% |
| Alcon | $65.69 | +1.26% | $31.64B | 49.9 | 17.3 | 2.9 | +7.5% |
| Bausch + Lomb | $17.34 | +3.21% | $6.00B | — | 17.4 | 1.1 | +9.1% |
| Meta | $739.81 | −0.19% | $1.89T | 27.9 | 24.3 | 8.3 | +28.0% |
| Median | 27.4 | 17.3 | 2.5 | +7.5% |