warby parker is a transformative lifestyle brand with a lofty objective: to offer designer eyewear at a revolutionary price while leading the way for socially conscious businesses. by engaging directly with consumers, we’re able to offer ultra-high-quality, vintage-inspired frames for $95 including prescription lenses and shipping. we focus on the bigger picture, too: social innovation is woven into the dna of our company, and for every pair of glasses purchased, a pair is distributed to someone in need. because all work and no play makes a dull office, we fill our days with snacks, surprises, pneumatic tubes, and, when appropriate, costumes. as a team member at warby parker, you can also look forward to company outings, guest speakers, volunteering opportunities, and brain-stimulating activities. in 2015, fast company named us the #1 most innovative company. we’re also a certified b corporation, which means that we are held to the highest standards of social and environmental performa
Company profile
Ticker
WRBY
Exchange
Website
CEO
Neil Harris Blumenthal
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
JAND, Inc.
SEC CIK
Corporate docs
Subsidiaries
WPCA Holdings, Inc. ...
IRS number
800423634
WRBY stock data
Latest filings (excl ownership)
S-8
Registration of securities for employees
29 Feb 24
10-K
2023 FY
Annual report
28 Feb 24
8-K
Warby Parker Announces Fourth Quarter and Full Year 2023 Results
28 Feb 24
8-K
Entry into a Material Definitive Agreement
23 Feb 24
10-Q
2023 Q3
Quarterly report
8 Nov 23
8-K
Warby Parker Announces Third Quarter 2023 Results
8 Nov 23
10-Q
2023 Q2
Quarterly report
9 Aug 23
8-K
Warby Parker Announces Second Quarter 2023 Results
9 Aug 23
8-K
Submission of Matters to a Vote of Security Holders
14 Jun 23
10-Q
2023 Q1
Quarterly report
9 May 23
Transcripts
WRBY
Earnings call transcript
2023 Q4
28 Feb 24
WRBY
Earnings call transcript
2023 Q3
8 Nov 23
WRBY
Earnings call transcript
2023 Q2
9 Aug 23
WRBY
Earnings call transcript
2023 Q1
9 May 23
WRBY
Earnings call transcript
2022 Q4
28 Feb 23
WRBY
Earnings call transcript
2022 Q3
10 Nov 22
WRBY
Earnings call transcript
2022 Q2
11 Aug 22
WRBY
Earnings call transcript
2022 Q1
16 May 22
WRBY
Earnings call transcript
2021 Q4
17 Mar 22
WRBY
Earnings call transcript
2021 Q3
12 Nov 21
Latest ownership filings
4
Steven Clive Miller
13 Mar 24
144
Notice of proposed sale of securities
11 Mar 24
4
David Abraham Gilboa
8 Mar 24
4
Steven Clive Miller
8 Mar 24
4
Neil Harris Blumenthal
8 Mar 24
144
Notice of proposed sale of securities
8 Mar 24
144
Notice of proposed sale of securities
7 Mar 24
144
Notice of proposed sale of securities
6 Mar 24
144
Notice of proposed sale of securities
6 Mar 24
144
Notice of proposed sale of securities
6 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 215.97 mm | 215.97 mm | 215.97 mm | 215.97 mm | 215.97 mm | 215.97 mm |
Cash burn (monthly) | (no burn) | (no burn) | 6.59 mm | 6.01 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 44.72 mm | 40.80 mm | n/a | n/a |
Cash remaining | n/a | n/a | 171.25 mm | 175.17 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 26.0 | 29.1 | n/a | n/a |
Institutional ownership, Q3 2023
99.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 164 |
Opened positions | 17 |
Closed positions | 21 |
Increased positions | 64 |
Reduced positions | 47 |
13F shares | Current |
---|---|
Total value | 1.21 tn |
Total shares | 98.16 mm |
Total puts | 449.30 k |
Total calls | 101.40 k |
Total put/call ratio | 4.4 |
Largest owners | Shares | Value |
---|---|---|
D1 Capital Partners | 14.94 mm | $196.66 bn |
Durable Capital Partners | 9.64 mm | $126.89 bn |
FMR | 9.28 mm | $122.10 bn |
Vanguard | 7.85 mm | $103.31 bn |
BLK Blackrock | 6.95 mm | $91.45 bn |
Baillie Gifford & Co | 6.05 mm | $79.64 bn |
General Catalyst Group Management | 5.66 mm | $74.44 bn |
General Catalyst Group Management Holdings GP | 5.66 mm | $263.37 mm |
T. Rowe Price Investment Management | 5.09 mm | $66.97 bn |
T. Rowe Price | 2.40 mm | $31.59 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Mar 24 | Steven Clive Miller | Class A Common Stock | Sell | Dispose S | No | Yes | 11.98 | 24,225 | 290.22 k | 166,879 |
8 Mar 24 | David Abraham Gilboa | Class A Common Stock | Sell | Dispose S | No | Yes | 12.2 | 52,065 | 635.19 k | 12,306 |
8 Mar 24 | David Abraham Gilboa | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 52,065 | 0.00 | 64,371 |
8 Mar 24 | David Abraham Gilboa | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 52,065 | 0.00 | 6,615,635 |
7 Mar 24 | Neil Harris Blumenthal | Class A Common Stock | Sell | Dispose S | No | Yes | 12.4 | 50,000 | 620.00 k | 12,177 |
7 Mar 24 | Neil Harris Blumenthal | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 50,000 | 0.00 | 62,177 |
7 Mar 24 | Neil Harris Blumenthal | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 50,000 | 0.00 | 4,226,641 |
6 Mar 24 | Steven Clive Miller | Class A Common Stock | Sell | Dispose S | No | No | 11.88 | 8,708 | 103.45 k | 191,104 |
6 Mar 24 | Steven Clive Miller | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 21,159 | 0.00 | 199,812 |
6 Mar 24 | Steven Clive Miller | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 3,518 | 0.00 | 165,352 |
News
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
28 Feb 24
Telsey Advisory Group Reiterates Outperform on Warby Parker, Maintains $19 Price Target
28 Feb 24
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
28 Feb 24
Warby Parker Q4 2023 Adj EPS $(0.01) Misses $0.01 Estimate, Sales $161.90M Beat $160.83M Estimate
28 Feb 24
Earnings Scheduled For February 28, 2024
28 Feb 24