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WRWRBY

Warby Parker Inc.

$WRBY·$3.6B·Medical - Instruments & Supplies·Healthcare
$27.59-1.1%YTD+23.7%1Y+20.5%
Mentions · last 7 days
2026-07-09: 6 posts2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 3 posts2026-07-13: 11 posts2026-07-14: 1 posts2026-07-15: 3 posts26+5%
Price updated 13h ago·X counts updated 2d ago
WRWRBY
$WRBYWarby Parker Inc.
$27.59-1.15%26 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WRBY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Warby Parker is up 22% over twelve months with 8.3% Q1 revenue growth and BofA's bullish call on the healthcare positioning.

Warby Parker sells prescription eyeglasses, sunglasses, and contact lenses direct-to-consumer via a mix of stores and e-commerce, $3.59B market cap, with Q2 2026 earnings due 2026-08-06.

  • Q1 revenue was $242M, up 8.3% year-over-year with sequential growth of 14.4% — the fifth consecutive quarter of positive year-over-year growth, and EPS $0.12 topped $0.11 consensus by 9.1%.
  • Gross margin 53.4%, operating margin -0.7% trailing (nearly breakeven), and free-cash-flow yield 1.4% — the operating economics are near GAAP breakeven with room for expansion.
  • Consensus models 2026 revenue $980M rising to $1.14B in 2027 and $1.56B in 2028, with EPS growing from $0.47 to $0.59 to $1.00 — mid-teens compounding.
  • On June 29, Benzinga noted 'Plenty More Than Meets The Eye' — sell-side thesis alignment.
  • On June 25, Motley Fool covered co-CEO Blumenthal's $1.9M share sale, June 14 flagged a director selling 10,000 shares.
  • On July 6, Blumenthal executed C-Conversion of 18,400 shares and S-Sale of 9,200 at $29.99 for $276K, Gilboa executed M-Exempt of 108,694 at $1.92.
  • The stock is up 22% over twelve months and 25% year-to-date, at 81% of the 52-week range and 5% above the 50-day.
  • Insider activity: 15 events, mostly M-Exempt and F-InKind conversions.

The setup is a DTC optical operator with steady growth, BofA bullish coverage, and healthcare-sector tailwind — August 6 tests operating-margin trajectory.

Agrees with X sentimentX posters describe Warby Parker as 'setting up beautifully — technically a healthcare stock,' noting BofA is out with a bullish call on WRBY with a PT roughly 10% above current trading level. Bear voices are essentially absent. That aligns with the June 29 Benzinga bullish call, the fundamental strong Q1 execution (8.3% revenue growth, 9.1% EPS beat), and the healthcare-sector re-classification thesis.

What to watch: August 6 Q2 earnings — revenue growth versus the +8.3% Q1 pace, contact-lens-and-exam-services revenue mix, gross-margin trajectory versus the 53.4% base, operating-margin trajectory toward positive, and full-year 2026 EPS guide versus the $0.47 consensus. Any commentary on the healthcare-sector reclassification impact and eyeglass frame ASP is a qualitative signal.

On the calendar: 2026-08-06 Q2 2026 earnings; revenue growth and operating-margin trajectory drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-04

Warby Parker is setting up beautifully — technically a healthcare stock. BofA is out with a bullish call on WRBY with a PT ~10% above the current trading level. Bear voices essentially absent.

Read the AI verdict + X sentiment for $WRBY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and sells prescription eyeglasses and sunglasses via owned retail stores and e-commerce; disrupting traditional optical retail with vertical integration.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $WRBY.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Medline's prime vendor model wins market share as hospitals simplify sourcing, while bioprocessing component suppliers (WST, RGEN, AVTR) recover from the..

What this means for $WRBY

Neutral — Designs and sells prescription eyeglasses and sunglasses via owned retail stores and e-commerce; disrupting traditional optical retail with vertical integration; end markets and revenue mix have limited overlap with the hospital supply simplification and prime vendor consolidation trend.

Industry benchmark

8-name peer basket
+8.0%YTD
+13.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
2083.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
53.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.12$0.11+9.1%
Q4 2025Feb 26, 2026$-0.04$0.05-180.0%
Q3 2025Nov 6, 2025$0.11$0.09+22.2%
Q2 2025Aug 7, 2025$0.08$0.080.0%
Next earningsThu, Aug 6·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$242.4M+8.3%54.0%0.7%$0.03$8.4M
Q4 FY25$212.0M+11.2%52.4%-3.2%$-0.05$8.1M
Q3 FY25$221.7M+15.2%54.1%1.6%$0.05$-1.5M
Q2 FY25$214.5M+13.9%53.0%-2.1%$-0.01$23.9M

Forward consensus

3-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$979.9M$966.6M – $1.0B$0.47$0.40 – $0.5810
FY27$1.1B$1.1B – $1.2B$0.59$0.48 – $0.6610
FY28$1.6B$1.6B – $1.6B$1.00$0.54 – $1.464

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 93.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Blumenthal Neil HarrisCEO9.2K sh$276KSellJul 6Gilboa David AbrahamCEO54.3K sh$1.6MSellJul 1Blumenthal Neil HarrisCEO217.7K sh$6.4MSellJul 1Gilboa David AbrahamCEO242.2K sh$7.2MSellJul 1Raider Jeffrey JacobDirector22.5K sh$669KSellJun 29Blumenthal Neil HarrisCEO36.3K sh$1.1MSellJun 16Teresa BriggsDirector5.0K sh$130KSellJun 12Youngme E MoonDirector10.0K sh$265KSellMay 19Blumenthal Neil HarrisCEO63.0K sh$1.9MSellMay 14Bradley E SingerDirector4.8K sh$140K
1–10 of 16
+ 33 other (11 awards · 8 conversions · 8 exempts · 6 inkinds) in window

See when $WRBY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Warby Parker held its 2026 Annual Meeting on June 8, 2026 with approximately 96% of combined voting power participating. Shareholders elected Dave Gilboa, Youngme Moon, and Ronald Williams as Class II directors through 2029, and ratified Ernst & Young LLP as independent auditor. Routine annual governance meeting with no material contested outcomes.

3New insider — initial holdingsFeb 123
8-KOfficer or director changeFeb 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 14 other (6 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Warby Parker to Announce Second Quarter 2026 Financial Results on August 6, 2026businesswire.com·1d agoWarby Parker Has 'Plenty More Than Meets The Eye', Analyst Saysbenzinga.com·18d agoWhat Does the Sale of Warby Parker Shares Worth $1.9 Million by the Co-CEO Mean for Investors?fool.com·22d agoA Warby Parker Director Sold 10,000 Company Shares. Here's a Deeper Look at the Transaction.fool.com·33d agoWarby Parker Announces Participation in Upcoming 2026 Baird Global Consumer, Technology & Services Conferencegurufocus.com·50d ago

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Voices on X · last 7 days

No standout posts about $WRBY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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