Warby Parker Inc. (WRBY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to the Warby Parker Incorporated 4Q25 earnings conference call. My name is Harry and I will be coordinating your call today. All lines will remain in listen only mode during the presentation portion of the call and there will be an opportunity for Q&A after management's prepared remarks. You can enter the queue for questions by pressing star followed by one on your telephone keypad. If you change your mind, please press star followed by two to exit the queue. Please note that in the interest of taking as many of your questions as possible, the company respectfully asks that you limit yourself to one question and then one follow-up if needed. I will now hand the call over to Jacqueline Berkeley, Head of Investor Relations, to begin. Please go ahead. Thank you, and good morning, everyone. Here with me today are Neil Blumenthal and Dave Gilboa, our co-founders and co-CEOs, alongside Adrian Mitchell, Chief Financial Officer, and Josh Truppo, Vice President of Financial Planning and Analysis. Before we begin, we have a couple of reminders. Our earnings release and slide presentation are available on our website at investors.warbyparker.com. During this call and in our presentation, we will be making comments of a forward-looking nature. Actual results may differ materially from those expressed or implied as a result of the various risks and uncertainties. For more information about some of these risks, please review the company's SEC filings. including the section titled Risk Factors in the company's latest annual report on Form 10-K. These forward-looking statements are based on information as of February 26, 2026, and except as required by law, we assume no obligation to publish, update, or revise our forward-looking statements. Additionally, we will b...