Every material Form 8-K Warby Parker has filed with the SEC since February 23, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Warby Parker reported third-quarter 2026 revenue of $244.7 million, up 10.4% year over year, and Adjusted EBITDA of $28.6 million, up from $25.7 million. GAAP net income was $5.6 million, slightly below the prior-year $5.9 million, and the company narrowed its full-year 2026 revenue guidance while reaffirming its Adjusted EBITDA guidance.
Q3 2026 net revenue $244.7 million, up 10.4% from the prior year
Q3 net income $5.6 million, down $0.3 million; diluted EPS $0.04 versus $0.05
Warby Parker reported second-quarter 2026 net revenue of $235.5 million, up 9.8% from a year earlier, and swung to net income of $4.6 million from a net loss of $1.8 million. The company said results included an $11.8 million benefit from tariff refunds, and it reaffirmed full-year 2026 guidance for net revenue of $959 million to $976 million and adjusted EBITDA of $117 million to $119 million.
Net revenue rose to $235.5 million from $214.5 million, an increase of 9.8%.
Net income was $4.6 million, or $0.04 per diluted share, versus a net loss of $1.8 million, or $0.01 per share, a year earlier.
Adjusted EBITDA was $32.9 million, including an $11.8 million benefit from IEEPA tariff refunds.
Full-year 2026 guidance was reaffirmed, not raised or cut: net revenue of $959 million to $976 million and adjusted EBITDA of $117 million to $119 million.
Warby Parker reported first quarter 2026 results, with net revenue up 8.3% to $242.4 million, which the company said exceeded its guidance. Net income fell $0.3 million to $3.2 million, while Adjusted EBITDA rose $0.4 million to $29.6 million. The company reaffirmed its full-year 2026 guidance for net revenue of $959 million to $976 million and Adjusted EBITDA of $117 million to $119 million.
Net revenue rose $18.7 million, or 8.3%, to $242.4 million; gross margin fell to 54.0% from 56.3%.
Net income decreased $0.3 million to $3.2 million; diluted EPS was $0.03, unchanged from the prior year.
Adjusted EBITDA increased to $29.6 million, with margin down 90 basis points to 12.2%.
Full-year 2026 guidance was reaffirmed, not raised, and includes 50 new store openings.
Warby Parker reported fourth-quarter and full-year 2025 results, with full-year net revenue up 13.0% to $871.9 million and net income of $1.6 million, its first full year of positive net income. The company also authorized a $100 million share repurchase program and gave 2026 guidance of $959 million to $976 million in net revenue and $117 million to $119 million in Adjusted EBITDA.
Full-year 2025 net revenue rose $100.6 million, or 13.0%, to $871.9 million; fourth-quarter revenue rose 11.2% to $212.0 million.
Full-year 2025 net income was $1.6 million, compared with a net loss of $20.4 million in 2024; fourth-quarter net loss narrowed to $6.0 million.
Gross margin fell to 54.0% for the year from 55.3%, which the company attributed mainly to tariff costs on glasses.
The Board authorized repurchases of up to $100.0 million of Class A common stock with no fixed expiration date.
Warby Parker's board appointed Adrian Mitchell as Chief Financial Officer, effective February 10, 2026, taking over as principal financial and principal accounting officer from Dave Gilboa, who had held those roles on an interim basis. Gilboa will continue as Co-Chief Executive Officer. Mitchell previously served as Chief Operating Officer and Chief Financial Officer of Macy's, Inc. until June 2025.
Effective date is February 10, 2026; Mitchell succeeds Dave Gilboa as principal financial officer and principal accounting officer.
Offer letter dated January 31, 2026 sets an annual base salary of $530,000 and a target bonus of 65% of base salary.
Equity package includes an annualized award of $2.7 million, prorated for the rest of 2026, and a one-time sign-on award of restricted stock units valued at $1 million.
Mitchell previously held CFO and COO roles at Macy's, Inc. and served as CEO of Arhaus from 2016 to 2017.
Warby Parker reported third-quarter 2025 net revenue of $221.7 million, up 15.2% from a year earlier, and net income of $5.9 million, compared with a net loss of $4.1 million in the prior-year quarter. The company also updated its full-year 2025 guidance, setting net revenue at $871 million to $874 million and Adjusted EBITDA at $98 million to $101 million, which gives shareholders a clearer view of expected results for the year.
Net revenue increased $29.2 million, or 15.2%, to $221.7 million from $192.4 million in the third quarter of 2024.
Net income was $5.9 million, versus a net loss of $4.1 million a year earlier.
Gross margin fell to 54.1% from 54.5%, which the company attributed mainly to tariffs on glasses.
Full-year 2025 guidance: net revenue of $871 million to $874 million and Adjusted EBITDA of $98 million to $101 million.
Warby Parker reported second-quarter 2025 net revenue up 13.9% to $214.5 million and a net loss of $1.8 million, narrowed from $6.8 million a year earlier, and raised its full-year 2025 guidance. The company also said CFO Steve Miller will resign effective October 1, 2025, with co-CEO Dave Gilboa serving as interim principal financial officer until a successor is appointed.
Net revenue of $214.5 million, up 13.9% year over year; Active Customers of 2.60 million, up 9.0%
Net loss of $1.8 million vs. $6.8 million a year earlier; gross margin fell to 53.0% from 56.0%
2025 guidance raised to net revenue of $880 million to $888 million and Adjusted EBITDA of $98 million to $101 million
Steve Miller resigns as CFO effective October 1, 2025; Dave Gilboa to serve as interim principal financial and accounting officer
Warby Parker reported first-quarter 2025 net revenue of $223.8 million, up 11.9% from a year earlier, and GAAP net income of $3.5 million, its first quarter of positive net income as a public company. The company also revised its full-year 2025 guidance to net revenue of $869 million to $886 million and Adjusted EBITDA of $91 million to $97 million; the filing does not state the prior guidance figures.
Net revenue rose $23.8 million, or 11.9%, to $223.8 million; Active Customers rose 8.7% to 2.57 million.
GAAP net income was $3.5 million, compared with a net loss of $2.7 million in the first quarter of 2024.
Adjusted EBITDA rose to $29.2 million, with a margin of 13.1%, up 1.9 points.
2025 guidance: net revenue of $869 million to $886 million and Adjusted EBITDA of $91 million to $97 million, assuming the company largely mitigates tariffs at current rates.
Warby Parker reported fourth quarter and full year 2024 results on February 27, 2025, with net revenue up 17.8% in the quarter and 15.2% for the year. The company also gave 2025 guidance of $878 million to $893 million in net revenue, but still posted a full year 2024 GAAP net loss of $20.4 million.
Full year 2024 net revenue rose $101.6 million, or 15.2%, to $771.3 million; fourth quarter net revenue rose 17.8% to $190.6 million.
Full year 2024 GAAP net loss narrowed $42.8 million to $20.4 million; fourth quarter GAAP net loss was $6.9 million.
Full year 2024 Adjusted EBITDA rose $20.8 million to $73.1 million, a 9.5% margin.
2025 guidance: net revenue of $878 million to $893 million and Adjusted EBITDA of about $97 million at the revenue midpoint, with 45 planned new stores.
Warby Parker reported third-quarter 2024 net revenue of $192.4 million, up 13.3% year over year, and a GAAP net loss of $4.1 million, down from $17.4 million a year earlier. The company raised its full-year 2024 net revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals stronger expected growth and profitability for the year.
Q3 net revenue was $192.4 million, up 13.3% from the prior year period
GAAP net loss narrowed to $4.1 million from $17.4 million; Adjusted EBITDA rose to $17.3 million, a 9.0% margin
2024 net revenue guidance raised to $765 million to $768 million, growth of about 14% to 15%
2024 Adjusted EBITDA guidance of about $73 million at the revenue midpoint, on a 9.5% margin; 40 new stores planned for the year
Warby Parker director Gabrielle Sulzberger notified the board on October 1, 2024 that she will resign effective October 18, 2024, citing her focus on other personal and professional commitments rather than any disagreement with the company. The board also cut its size from ten to nine directors and reclassified director Teresa Briggs to a different board class to balance membership, a routine governance step with no stated financial effect.
Gabrielle Sulzberger's resignation takes effect October 18, 2024; the filing states it is not due to any disagreement with the company.
Board size reduced from ten directors to nine, effective upon her resignation.
Teresa Briggs moved from Class I (term expiring 2025 meeting) to Class III (term expiring 2027 meeting); the filing says her board service continues uninterrupted for all purposes.
Warby Parker reported second-quarter 2024 net revenue of $188.2 million, up 13.3% from the prior year, and a GAAP net loss of $6.8 million, down from $15.9 million a year earlier. The company raised its full-year 2024 net revenue guidance to $757 million to $762 million, which matters to shareholders because it signals faster expected growth while the company still reports a GAAP net loss.
Q2 net revenue of $188.2 million, up 13.3% from $166.1 million in the prior year period
GAAP net loss of $6.8 million, compared with $15.9 million in the prior year period
Full-year 2024 net revenue guidance raised to $757 million to $762 million, growth of about 13% to 14%
Adjusted EBITDA of $19.6 million, with Adjusted EBITDA Margin of 10.4%
On August 1, 2024, Warby Parker expanded its board from nine to ten directors and appointed Bradley Singer to fill the new seat, effective immediately. The board determined he is independent under NYSE and SEC rules and expects him to join the Audit and Compensation Committees.
Bradley Singer appointed Class I director effective August 1, 2024, serving until the 2025 annual meeting
Board increased in size from nine to ten directors to create the vacancy
Singer to join Audit and Compensation Committees and receive non-employee director compensation
Board determined Singer is independent under NYSE and SEC standards
Warby Parker reported first quarter 2024 net revenue of $200.0 million, up 16.3% from the prior year, and a GAAP net loss of $2.7 million, narrowed from $10.8 million a year earlier. The company raised its full-year 2024 guidance to net revenue of $753 to $761 million, which matters to shareholders because it signals stronger sales growth and a smaller loss than the company previously expected.
Net revenue rose $28.0 million, or 16.3%, to $200.0 million for the quarter ended March 31, 2024.
GAAP net loss was $2.7 million, compared with $10.8 million in the first quarter of 2023.
Adjusted EBITDA was $22.4 million, a margin of 11.2%, compared with $17.7 million and 10.3% a year earlier.
For full-year 2024, guidance calls for net revenue of $753 to $761 million and adjusted EBITDA of $70.0 million at the revenue midpoint.
Warby Parker reported fourth quarter and full year 2023 results on February 28, 2024. Full year net revenue rose 12.0% to $669.8 million, and the GAAP net loss narrowed to $63.2 million from $110.4 million in 2022. The company also guided to 2024 net revenue of $748 million to $758 million, about 12% to 13% growth, and adjusted EBITDA of about $67 million at the revenue midpoint.
Full year 2023 net revenue increased 12.0% to $669.8 million; fourth quarter net revenue rose 10.5% to $161.9 million.
Full year GAAP net loss was $63.2 million, versus $110.4 million in 2022; fourth quarter GAAP net loss was $19.0 million.
2024 outlook: net revenue of $748 million to $758 million and adjusted EBITDA of $67 million at the revenue midpoint, with 40 new store openings planned.
Gross margin fell to 54.5% from 57.0% in 2022, which the company attributed mainly to growth in lower-margin contact lenses.
Warby Parker and a subsidiary entered a credit agreement on February 21, 2024, providing a $120 million revolving credit facility maturing February 21, 2029, with no borrowings at closing. The company terminated its prior credit agreement from September 30, 2022, and cash collateralized $4.3 million of letters of credit. The filing describes the new facility as available for working capital and general corporate purposes, with a maximum senior net leverage covenant of 3.00:1.00 that applies only while borrowings exceed $30 million.
Revolving credit facility of up to $120 million, with an uncommitted accordion feature to $175 million
Facility matures February 21, 2029; no borrowings outstanding at closing
Borrowings are secured by first-lien interests in substantially all assets; interest at adjusted SOFR plus 1.65% to 1.90%, or prime-based rates
Prior credit agreement with Comerica Bank terminated; $4.3 million of letters of credit cash collateralized
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