WARBY PARKER CL.A -,0001 Aktie

Blacksheep, led by CEO Pierre Wizman, is entering the U.S. market offering prescription glasses starting at $3.98 and selling designer frames for $1 with low-cost lenses, claiming on-demand production and minimal margins by cutting out middlemen. Wizman accuses incumbents of massive markups and vows to disrupt Luxottica’s dominance and Warby Parker’s pricing, while Warby Parker defends its value-driven, feature-rich products. Industry peers express skepticism about the feasibility and quality of such low-priced eyewear and note manufacturing and material costs as key differentiators. » Altro su forbes.com

At the annual meeting shareholders elected Dave Gilboa, Youngme Moon and Ronald Williams to the board (term to 2029), ratified Ernst & Young LLP as independent auditors for 2026 and approved, in a non-binding advisory vote, the compensation of the named executive officers. About 95.97% of the voting power was represented. Warby Parker also reported Q1 results with EPS of $0.03 (below expectations) and revenue of $242.45 million (slightly above expectations), and announced an "Intelligent Eyewear" collaboration with Google and Samsung. » Altro su de.investing.com

Warby Parker reported Q1 2026 EPS of $0.03 versus $0.15 expected, while revenue of $242.45 million topped expectations of $239.82 million by 1.1%. Retail sales grew 13.6% year‑over‑year, while e‑commerce declined after the discontinuation of the Home-Try-On program. Adjusted gross margin and profitability are under pressure; adjusted EBITDA was $29.6 million (margin 12.2%). The company reaffirmed its full-year revenue guidance of $959–976 million and plans to invest in the planned launch of AI glasses in partnership with Google and Samsung. » Altro su de.investing.com