Warby Parker — Third Quarter 2026 Earnings Summary

Warby Parker reported third-quarter 2026 net revenue of $244.7 million, representing a 10.4% year-over-year increase, while generating $5.6 million in net income. The company expanded its active customer base by 3.0% to 2.74 million and achieved a gross margin of 54.4%, driven by operational efficiencies and reduced tariffs. Management narrowed its full-year 2026 revenue guidance to $966–$976 million and reaffirmed Adjusted EBITDA guidance of $117–$119 million, anticipating modest contributions from the upcoming Intelligent Eyewear launch.