Filing Flows › Warby Parker (WRBY) › Guidance & outlook
Warby Parker (WRBY) guidance and outlook
Warby Parker (WRBY) raised its guidance on Nov 5, 2026: Revenue $966M–$976M for FY2026; Revenue +11% to +12% for FY2026; EBITDA $117M–$119M for FY2026; EBITDA margin 12.2% for FY2026. Warby Parker's 10-Q filed Nov 5, 2026 makes 10 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $966M–$976M | raised |
| Revenue | FY2026 | +11% to +12% | raised |
| EBITDA | FY2026 | $117M–$119M | reaffirmed |
| EBITDA margin | FY2026 | 12.2% | reaffirmed |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- • We aim to provide customers with the highest-quality product possible by designing glasses at our headquarters in New York City, using custom materials, and selling direct to the customer.
- The Company is working closely with Google on the development of intelligent eyewear and intends to launch a series of products over time.
- In addition to the measures presented in our condensed consolidated financial statements, we use the following key business metrics and certain non-GAAP financial measures to evaluate our business, measure our performance, develop financial forecasts, and make strategic decisions.
- Our results of operations have been and will continue to be affected by the timing and number of retail stores that we operate.
- We expect our cost of goods sold to fluctuate as a percentage of net revenue primarily due to product mix, customer preferences and resulting demand, the cost and management of inventory, tariffs, shipping costs, laboratory utilization, and the scaling of our eye exam and contacts businesses.
- We expect SG&A to increase in absolute dollars over time and to fluctuate as a percentage of revenue due to the anticipated growth of our business, intentional investments in marketing, and changing prices of goods and services caused by inflation and other macroeconomic factors.
- We expect our interest and other income costs to fluctuate based on our future bank balances, credit line utilization, and the interest rate environment.
- We expect our provision to fluctuate based on changes in our operations, our income before taxes, and tax laws or regulations.
- The Company may also, from time to time, enter into Rule 10b5-1 plans to facilitate repurchases of its shares under this authorization.
- To the extent that there are differences between our estimates and actual results, our future financial statement presentation, financial condition, results of operations and cash flows will be affected.
Warby Parker's latest quarter
Warby Parker, Q3 2026: revenue $245M (+10% year over year), operating margin 1.5%, net earnings $5.6M, operating cash flow $24.7M. The chart follows the revenue to costs, profit and cash.
Questions
Did Warby Parker raise or lower its guidance?
Warby Parker (WRBY) raised its guidance on Nov 5, 2026: Revenue $966M–$976M for FY2026; Revenue +11% to +12% for FY2026; EBITDA $117M–$119M for FY2026; EBITDA margin 12.2% for FY2026.
What does Warby Parker expect?
• We aim to provide customers with the highest-quality product possible by designing glasses at our headquarters in New York City, using custom materials, and selling direct to the customer. The Company is working closely with Google on the development of intelligent eyewear and intends to launch a series of products over time. In addition to the measures presented in our condensed consolidated financial statements, we use the following key business metrics and certain non-GAAP financial measures to evaluate our business, measure our performance, develop financial forecasts, and make strategic
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.