Warby Parker, Inc. (WRBY)
NYSEHealth CareSpecialty RetailSnapshot 2026-10-29
$24.59+0.65%
Close 2026-10-29 · 1-day change
NYSEHealth CareSpecialty RetailSnapshot 2026-10-29
Research Workspace
Put WRBY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Supplies is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve 10% to 12% revenue growth in 2026: Revenue growth: 9.81%.
View ThesisRevenue growth is slowing — up about 11% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 82% growth a year, above the roughly 20% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 33% in its worst 12-month stretch.
View RiskWarby Parker’s Intelligent Eyewear launch must support growth beyond its current pace. Revenue grew 9.8% year over year in Q2 FY2026, while reported EPS missed consensus. Shares trade at 3.4× sales versus a 2.7× peer median and 3.6× historical multiple. The market prices in more growth than our forecast, leaving the peer premium exposed if growth disappoints. Revenue growth of 9.81% is below the 10% to 12% 2026 pillar. Our model puts the next-quarter miss probability near 30%. Peer multiples imply a price about 82% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. WRBY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering WRBY (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for WRBY in the last 4 months.
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Compare WRBY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WRBY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Supplies — fair value, gap to price, and forward P/E.
Compare the value case
Put WRBY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Launch Intelligent Eyewear product line
Intelligent Eyewear aligns with product launch objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $24.59
The last 12 months of price, then the range of analyst 12-month targets from today’s $24.59.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Launch Intelligent Eyewear product line
AI integration supports Intelligent Eyewear product line launch.
Threatens: Launch Intelligent Eyewear product line
Underwhelming launch may hinder Intelligent Eyewear product line.
Advances: Launch Intelligent Eyewear product line
Eyewear launch aligns with management's product objectives.
Advances: Launch Intelligent Eyewear product line
Intelligent Eyewear launch aligns with management's product objectives.
Advances: Achieve 10% to 12% revenue growth in 2026
Strong revenue growth supports 10-12% growth objective.
Threatens: Achieve 10% to 12% revenue growth in 2026
Missed revenue estimates indicate potential growth issues.
Insider selling raises concerns about confidence in the company.
