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Warby Parker (WRBY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2026, Warby Parker Inc. (WRBY - Free Report) reported revenue of $244.74 million, up 10.4% over the same period last year. EPS came in at $0.11, compared to $0.11 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $244.7 million, representing a surprise of +0.02%. The company delivered an EPS surprise of +22.22%, with the consensus EPS estimate being $0.09.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Warby Parker performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Active Customers: 2.74 million compared to the 2.77 million average estimate based on four analysts.
  • Average Revenue per Customer: $342.00 versus the four-analyst average estimate of $336.30.
  • Store Count at the end of the period: 364 versus 364 estimated by three analysts on average.
  • Total Revenue- Retail: $183.01 million compared to the $183.11 million average estimate based on three analysts. The reported number represents a change of +12.4% year over year.
  • Total Revenue- E-commerce: $61.72 million versus the three-analyst average estimate of $61.41 million. The reported number represents a year-over-year change of +4.8%.

View all Key Company Metrics for Warby Parker here>>>

Shares of Warby Parker have returned +4.5% over the past month versus the Zacks S&P 500 composite's -5.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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