Added to YB: 2026-01-23
Pitch date: 2025-11-18
WRBY [bullish]
Warby Parker Inc.
+42.28%
current return
Author Info
No bio for this author
Company Info
Warby Parker Inc. sells eyewear products through its retail and e-commerce platform in the United States and Canada.
Market Cap
$3.5B
Pitch Price
$17.22
Price Target
29.00 (+18%)
Dividend
N/A
EV/EBITDA
39.66
P/E
2.8K
EV/Sales
3.87
Sector
Specialty Retail
Category
growth
Warby Parker Inc. - $WRBY
WRBY: Eyewear retailer serving >$100k demo, improving comps despite weak younger cohort. Tax refund windfall 2026 should drive 35% increase. GM to inflect 75-100bps from tariff reset + fixed cost leverage. SG&A mismodeled, expect 500bps leverage 2026. Google $150M AI glasses partnership. 18x EV/EBITDA appropriate vs 16x current. $29 target, 75% upside on tax refunds, earnings beats, SG&A leverage.
Read full article (4 min)