Every material Form 8-K Warby Parker filed with the SEC in 2025, 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 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Warby Parker filing is on SEC EDGAR ↗. 8-K briefs of other companies →