Warby Parker’s shares surged 34.1% following Q1 results that beat expectations on revenue growth and margin resilience, alongside promising execution in scaling omnichannel initiatives and growing eye exams despite challenging seasonal headwinds.

• Revenue reached $242 million, up 8.3% year-over-year, exceeding company guidance amid difficult weather conditions and softer category traffic.
• Adjusted EBITDA margin improved to 12.2%, reflecting disciplined cost management and operational leverage.
• Opened 14 net new retail stores in Q1, with plans for 50 store openings in 2026, including entry into a new market (Baton Rouge, LA).
• Eye exams—the fastest growing segment—rose 30% year-over-year as demand rebounded post-winter, with exam services now in nearly 90% of stores.
• Management reaffirmed full-year guidance and highlighted ongoing investment in AI glasses, expected to launch later this year, though no revenue contribution is included in 2026 outlook.