Warby Parker

Q2 FY2026 EarningsQ2 FY26 results presented a mixed profile against consensus: revenue of $235.5M slightly missed the $238.0M expectation, while GAAP EPS of $0.04 beat the $0.04 mean (and matched the mid-point) despite a net income miss. The quarter was heavily impacted by a $11.8M IEEPA tariff refund, which artificially boosted gross margins to 57.9% vs. the 54.2% expected. While active customer growth slowed to 4.1% YoY, the company reaffirmed FY26 guidance, banking on the upcoming 'Intelligent Eyewear' launch to drive future momentum.