Warby Parker Inc. (WRBY)

From the record

Warby Parker Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Warby Parker Inc.'s 7 filed years say what it did: revenue went from $370 million in fiscal 2019 to $872 million in fiscal 2025, up 15.3% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 1 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Warby Parker Inc.'s diluted share count grew about 2.9% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 38 sales (30 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Warby Parker Inc. earned about 0 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 65 cents per dollar of everything the company owns. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count grew 3.9% over the year (the filed statements).

From the record

Warby Parker Inc.'s standing among 8 graded names in its industry family: revenue of $872 million in fiscal 2025 ranks in the bottom 44% by size; a net margin of 0.2% ranks in the top 44%; revenue growth of 13.4% a year over the last 3 filed years ranks in the top 31% (its annual reports).

From the record

Warby Parker Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Blumenthal, Neil Harris (Co-Chief Executive Officer, as filed), filing under that title since 2021-09-21, 5.1 years (top 25% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 5.1 years (top 42%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (top 7%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Warby Parker Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $286 million against no long-term debt tagged leaves 39.7% of its assets as net cash, top 19% of its family; cash from operations less capital spending is 5% of revenue (top 31%); a gross margin of 54% (bottom 25%) (its annual report).

From the record

Warby Parker Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 13.4% a year over the last three filed years against 15.3% over all 7, slowing (bottom 31% of its family); the newest year grew 13.1% (top 19%); capital spending grew 3.7% a year (top 44%) (its annual reports). Warby Parker Inc. reported 4 product lines in fiscal 2025: Eyewear Products at $719 million (82%), Contacts Products at $97 million (11%), Services and Other at $56 million (6%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

Warby Parker Inc.'s newest year against its own record: revenue of $872 million in fiscal 2025 came in 0.4% below the $876 million its prior three years' pace pointed to (top 31% of its family); net income of $2 million against a prior three-year average of $65 million (top 19%); a net margin of 0.2% against -10.2% before (top 31%) (its annual reports).