Every material Form 8-K Warby Parker filed with the SEC in 2026, 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.
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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 →