Warby Parker Partners with Google for AI Glasses
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2025
0mins
Should l Buy WRBY?
Warby Parker Inc. shares surged by 5.94%, reaching a 20-day high following the announcement of a partnership with Google to develop AI-powered smart glasses.
The collaboration involves a commitment of up to $150 million, positioning Warby Parker as a key player in the emerging AI eyewear market. This partnership is expected to enhance product offerings and drive future growth.
As the demand for innovative eyewear solutions increases, this strategic alliance could significantly impact Warby Parker's market position and profitability in the coming years.
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Analyst Views on WRBY
Wall Street analysts forecast WRBY stock price to fall
12 Analyst Rating
8 Buy
4 Hold
0 Sell
Moderate Buy
Current: 29.550
Low
18.00
Averages
26.36
High
35.00
Current: 29.550
Low
18.00
Averages
26.36
High
35.00
About WRBY
Warby Parker Inc. is a lifestyle brand that operates at the intersection of design, technology, healthcare, and social enterprise. The Company offers holistic vision care by selling eyewear products and providing optical services directly to consumers through its retail stores and e-commerce platform. It sells a range of prescription and non-prescription eyewear, including glasses, sunglasses, and contact lenses. Its customers can customize their prescription lenses with a variety of options, including single-vision, progressive, light-responsive, blue-light-filtering, and non-prescription lenses. It also offers in-house technologies like Virtual Vision Test and Virtual Try-On to enhance the overall customer experience. It sells its own brand of contacts, Scout by Warby Parker, and third-party contact lenses; this allows it to provide customers with a vision care offering. Its Website and mobile app make it easy for its customers to browse, virtually try on, and purchase glasses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Warby Parker's Impressive Q1 Performance Boosts Investor Confidence
- Revenue Growth: Warby Parker's net revenue increased by 8.3% to $242.4 million in Q1, reflecting sustained consumer demand for its products and enhancing the company's position in the competitive eyewear market.
- Store Expansion: The company opened a net of 14 new stores during the quarter, bringing its total to 337 locations across the U.S. and Canada, which is expected to drive future sales growth and market penetration.
- Customer Engagement: Active customer count rose by 4.8% to 2.69 million, while average revenue per customer climbed 6.9% to $331, indicating significant success in boosting customer loyalty and spending capacity.
- Future Outlook: Warby Parker anticipates full-year revenue growth of 10% to 12% for 2026, projecting total revenue between $959 million and $976 million, alongside plans for 50 new store openings, demonstrating confidence in its strategic growth initiatives.
See More
Warby Parker Reports 8.3% Revenue Growth in Q1, Stock Surges 28%
- Revenue Growth: Warby Parker's net revenue increased by 8.3% to $242.4 million in Q1, demonstrating strong market performance despite a challenging macroeconomic environment, indicating brand resilience and sustained consumer demand.
- Store Expansion: The company opened 14 new stores during the quarter, bringing its total to 337 locations across the U.S. and Canada, a strategy that not only enhances market coverage but also improves customer shopping convenience.
- Customer Growth: Active customer count rose by 4.8% to 2.69 million, with average revenue per customer climbing 6.9% to $331, reflecting significant achievements in enhancing customer experience and loyalty.
- Future Outlook: Warby Parker anticipates a 10% to 12% revenue growth for 2026, reaching between $959 million and $976 million, and plans to launch AI-powered glasses developed in partnership with Google, further driving innovation and growth potential in the smart eyewear market.
See More
Warby Parker Exceeds Q1 2026 Earnings Guidance
- Significant Revenue Growth: Warby Parker reported Q1 revenue of $242.4 million, reflecting an 8.3% year-over-year increase that exceeded expectations, particularly driven by a 13.6% rise in retail revenue, laying a solid foundation for future market expansion.
- Clear Strategic Priorities: The company outlined three strategic priorities, including the launch of AI glasses and capturing vision insurance spend, which are expected to drive future revenue growth, although the current financial outlook does not include contributions from AI glasses.
- Steady Customer Base Growth: As of Q1, Warby Parker had 2.7 million active customers, up 4.8% year-over-year, with average revenue per customer increasing by 6.9%, indicating effective strategies in customer acquisition and retention.
- Strong Cash Flow Position: The company ended Q1 with $288 million in cash reserves and generated approximately $8 million in free cash flow, demonstrating robust financial health that supports future investments and expansions.
See More
Midday Stock Movements of Major Companies
- Planet Fitness Earnings Downgrade: Planet Fitness shares fell nearly 33% after the gym operator lowered its full-year earnings outlook, now projecting only a 4% year-over-year growth, down from a previous forecast of 9%-10%, which negatively impacts market confidence.
- Vital Farms Surprise Loss: Vital Farms, the egg producer, dropped 20% following a surprise loss of 3 cents per share in Q1, against analyst expectations of a 6-cent profit, and the company also cut its full-year earnings outlook, indicating increasing industry pressures.
- Datadog Exceeds Expectations: Datadog shares surged 28% after reporting Q1 earnings of 61 cents per share, surpassing the 51-cent consensus, with Q2 revenue guidance between $1.07 billion and $1.08 billion, reflecting strong market demand.
- AAON Revenue Surge: AAON, the air conditioning and heating equipment manufacturer, saw its shares soar 40% after Q1 earnings, EBITDA, and revenue all exceeded Wall Street estimates, raising its full-year revenue guidance by as much as 45%, showcasing robust growth potential.
See More
Warby Parker Q1 Earnings Beat Expectations Despite EPS Miss
- Revenue Growth: Warby Parker reported Q1 revenue of $242.45 million, reflecting an 8.3% year-over-year increase, exceeding market expectations by $2.97 million, indicating sustained growth potential in the competitive eyewear market.
- Customer Expansion: Active customer count grew by 4.8% to 2.69 million, with average revenue per customer at $331, up 6.9% year-over-year, demonstrating effective strategies in customer acquisition and retention.
- Cash Flow Performance: The company generated operating cash flow of $24.5 million and free cash flow of $8.4 million, ending the quarter with $288.2 million in cash and cash equivalents, enhancing financial stability and future investment capacity.
- 2026 Outlook: Warby Parker reaffirmed its 2026 net revenue guidance of $959 to $976 million, projecting a 10% to 12% year-over-year growth, alongside plans for 50 new store openings, reflecting a strong commitment to its expansion strategy.
See More
Warby Parker Launches Performance Eyewear Line
- Product Launch: Warby Parker has introduced its Sport eyewear line, designed to seamlessly blend everyday style with sport-specific functionality, starting at $195, thereby expanding the brand's influence in sports culture and catering to multi-dimensional lifestyles.
- Technological Innovation: The collection features Italian-made lightweight nylon frames with secure no-slip nose pads and concealed spring hinges for enhanced comfort and durability, while the new polarized lenses reduce horizontal glare by up to 55%, improving clarity and contrast for various environments.
- Market Positioning: Warby Parker Sport focuses on the needs of prescription eyewear users, emphasizing advanced optics and a comfortable fit, aiming to fill the gap between performance eyewear and everyday wear, which could enhance customer loyalty and market share.
- Social Responsibility: For every pair of glasses sold, Warby Parker donates a pair to someone in need, having distributed over 25 million glasses through its Buy a Pair, Give a Pair program, reflecting the brand's commitment to social responsibility.
See More
Warby Parker's Impressive Q1 Performance Boosts Investor Confidence
- Revenue Growth: Warby Parker's net revenue increased by 8.3% to $242.4 million in Q1, reflecting sustained consumer demand for its products and enhancing the company's position in the competitive eyewear market.
- Store Expansion: The company opened a net of 14 new stores during the quarter, bringing its total to 337 locations across the U.S. and Canada, which is expected to drive future sales growth and market penetration.
- Customer Engagement: Active customer count rose by 4.8% to 2.69 million, while average revenue per customer climbed 6.9% to $331, indicating significant success in boosting customer loyalty and spending capacity.
- Future Outlook: Warby Parker anticipates full-year revenue growth of 10% to 12% for 2026, projecting total revenue between $959 million and $976 million, alongside plans for 50 new store openings, demonstrating confidence in its strategic growth initiatives.
See More
Warby Parker Reports 8.3% Revenue Growth in Q1, Stock Surges 28%
- Revenue Growth: Warby Parker's net revenue increased by 8.3% to $242.4 million in Q1, demonstrating strong market performance despite a challenging macroeconomic environment, indicating brand resilience and sustained consumer demand.
- Store Expansion: The company opened 14 new stores during the quarter, bringing its total to 337 locations across the U.S. and Canada, a strategy that not only enhances market coverage but also improves customer shopping convenience.
- Customer Growth: Active customer count rose by 4.8% to 2.69 million, with average revenue per customer climbing 6.9% to $331, reflecting significant achievements in enhancing customer experience and loyalty.
- Future Outlook: Warby Parker anticipates a 10% to 12% revenue growth for 2026, reaching between $959 million and $976 million, and plans to launch AI-powered glasses developed in partnership with Google, further driving innovation and growth potential in the smart eyewear market.
See More
Warby Parker Exceeds Q1 2026 Earnings Guidance
- Significant Revenue Growth: Warby Parker reported Q1 revenue of $242.4 million, reflecting an 8.3% year-over-year increase that exceeded expectations, particularly driven by a 13.6% rise in retail revenue, laying a solid foundation for future market expansion.
- Clear Strategic Priorities: The company outlined three strategic priorities, including the launch of AI glasses and capturing vision insurance spend, which are expected to drive future revenue growth, although the current financial outlook does not include contributions from AI glasses.
- Steady Customer Base Growth: As of Q1, Warby Parker had 2.7 million active customers, up 4.8% year-over-year, with average revenue per customer increasing by 6.9%, indicating effective strategies in customer acquisition and retention.
- Strong Cash Flow Position: The company ended Q1 with $288 million in cash reserves and generated approximately $8 million in free cash flow, demonstrating robust financial health that supports future investments and expansions.
See More
Midday Stock Movements of Major Companies
- Planet Fitness Earnings Downgrade: Planet Fitness shares fell nearly 33% after the gym operator lowered its full-year earnings outlook, now projecting only a 4% year-over-year growth, down from a previous forecast of 9%-10%, which negatively impacts market confidence.
- Vital Farms Surprise Loss: Vital Farms, the egg producer, dropped 20% following a surprise loss of 3 cents per share in Q1, against analyst expectations of a 6-cent profit, and the company also cut its full-year earnings outlook, indicating increasing industry pressures.
- Datadog Exceeds Expectations: Datadog shares surged 28% after reporting Q1 earnings of 61 cents per share, surpassing the 51-cent consensus, with Q2 revenue guidance between $1.07 billion and $1.08 billion, reflecting strong market demand.
- AAON Revenue Surge: AAON, the air conditioning and heating equipment manufacturer, saw its shares soar 40% after Q1 earnings, EBITDA, and revenue all exceeded Wall Street estimates, raising its full-year revenue guidance by as much as 45%, showcasing robust growth potential.
See More
Warby Parker Q1 Earnings Beat Expectations Despite EPS Miss
- Revenue Growth: Warby Parker reported Q1 revenue of $242.45 million, reflecting an 8.3% year-over-year increase, exceeding market expectations by $2.97 million, indicating sustained growth potential in the competitive eyewear market.
- Customer Expansion: Active customer count grew by 4.8% to 2.69 million, with average revenue per customer at $331, up 6.9% year-over-year, demonstrating effective strategies in customer acquisition and retention.
- Cash Flow Performance: The company generated operating cash flow of $24.5 million and free cash flow of $8.4 million, ending the quarter with $288.2 million in cash and cash equivalents, enhancing financial stability and future investment capacity.
- 2026 Outlook: Warby Parker reaffirmed its 2026 net revenue guidance of $959 to $976 million, projecting a 10% to 12% year-over-year growth, alongside plans for 50 new store openings, reflecting a strong commitment to its expansion strategy.
See More
Warby Parker Launches Performance Eyewear Line
- Product Launch: Warby Parker has introduced its Sport eyewear line, designed to seamlessly blend everyday style with sport-specific functionality, starting at $195, thereby expanding the brand's influence in sports culture and catering to multi-dimensional lifestyles.
- Technological Innovation: The collection features Italian-made lightweight nylon frames with secure no-slip nose pads and concealed spring hinges for enhanced comfort and durability, while the new polarized lenses reduce horizontal glare by up to 55%, improving clarity and contrast for various environments.
- Market Positioning: Warby Parker Sport focuses on the needs of prescription eyewear users, emphasizing advanced optics and a comfortable fit, aiming to fill the gap between performance eyewear and everyday wear, which could enhance customer loyalty and market share.
- Social Responsibility: For every pair of glasses sold, Warby Parker donates a pair to someone in need, having distributed over 25 million glasses through its Buy a Pair, Give a Pair program, reflecting the brand's commitment to social responsibility.
See More
