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WRWRBY

Warby Parker Inc.

$WRBY·$3.3B·Specialty Retail·Consumer Cyclical
$25.00-1.1%YTD+34.2%1Y-4.7%
Mentions · last 7 days
2026-08-19: 4 posts2026-08-20: 1 posts2026-08-21: 1 posts2026-08-22: 1 posts11+10%
Price updated 15h ago·X counts updated 7d ago
WRWRBY
$WRBYWarby Parker Inc.
$25.00-1.07%11 posts+10%
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 numbersCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Warby Parker printing single-digit growth with 27% EPS beats — the tape is high, the co-founder just exercised options.

Warby Parker sells prescription eyeglasses, sunglasses, and contact lenses direct-to-consumer via its own retail stores plus online — a category disruptor that grew fast and now has to prove it can compound at a mature scale.

  • Q1 revenue grew 8.3% year-on-year to $242M and Q2 EPS came in at $0.13 vs $0.10 consensus (28% beat) — the fourth straight beat, though the growth rate has moderated from the 12%+ range earlier.
  • Trades at ~2,083x trailing GAAP earnings (a distorted number driven by tiny denominators); forward 2026 consensus EPS $0.47 works out to ~58x — still expensive for single-digit growth, so the multiple prices in continued mix improvement.
  • On Aug 12 co-founder Neil Blumenthal exercised 400,000 options at $1.92 (netting ~$766K on the exercise-and-hold structure) — routine equity comp settlement, but from the founder-CEO it's worth logging.
  • Sits at the 78th percentile of its 52-week range and is +34% year-to-date — the tape has recovered, though only modestly above the flat 12-month print (+3.4%); the growth-vs-multiple tension is the setup.

What restarts the move upward is Nov 5 Q3 confirming revenue growth re-accelerating past 10% alongside specific commentary on store-productivity metrics. What sustains the cooling is another quarter of ~8% growth with the multiple compressing toward peer-group averages; at 58x forward EPS the equity has limited absorption for any bad news.

What to watch: Nov 5 Q3 earnings — revenue growth trajectory (need to see step to double digits) and gross margin. Watch for additional Blumenthal or Gilboa Form 4 activity.

On the calendar: 2026-11-05 — Q3 earnings

beta missing

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
Free, forever. No credit card.

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 Specialty Retail sits in its cycle right now — and what that implies for $WRBY.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

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; limited read-through from medical - instruments & supplies macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+1.9%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
Q2 2026Aug 6, 2026$0.13$0.10+27.8%
Q1 2026May 7, 2026$0.12$0.11+9.1%
Q4 2025Feb 26, 2026$0.02$0.05-62.3%
Q3 2025Nov 6, 2025$0.11$0.09+22.2%
Next earningsThu, Nov 5·consensus EPS $0.09

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.0.6×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.63%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.-7.1%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.+1.4%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 today1.7% 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.β1.935-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 (10 awards · 9 exempts · 8 conversions · 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.

+ 12 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

PLTR, WRBY, and CHWY: Three Consumer and AI Plays to Watchyoutube.com·13d agoWarby Parker Q2 Earnings Call Highlightsdefenseworld.net·18d agoWarby Parker Q2 Earnings Call Highlightsmarketbeat.com·20d agoHere's What Key Metrics Tell Us About Warby Parker (WRBY) Q2 Earningszacks.com·23d agoWarby Parker Inc. (WRBY) Q2 2026 Earnings Call Transcriptseekingalpha.com·23d 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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