Warby Parker Inc.
In the published model solve dated 2026-Q2, anchored at $29.31, Warby Parker Inc. (WRBY) is priced for today's economics sustained for ~11.2 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
- The base business is profitable and growing: Q1 2026 revenue rose 8.3 percent to 242.4 million dollars with adjusted EBITDA of 30 million dollars at a 12.2 percent margin, and full-year guidance of 959 to 976 million dollars implies 10 to 12 percent growth with 50 planned new stores. - The Google partnership is a funded option: a 75 million dollar reimbursement supports the intelligent-eyewear launch later in the year, with no AI-glasses revenue in guidance, but the same category pits Warby Pa
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289 institutional managers reported holding WRBY in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 43%. 62 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 14.4M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WRBY's share count grew 128.5% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at WRBY over the trailing three years: 2024: 2 buys totaling $966k. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
WRBY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -6.3% | +4.8% |
| 2023-11-09 | -28.9% | +37.1% |
| 2024-03-01 | -15.5% | -1.7% |
| 2024-05-10 | +18.9% | +9.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
WRBY's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-06-12 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-02-26 (items 2.02, 8.01, 9.01); 2026-02-09 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.