What Happened?
Shares of eyewear retailer Warby Parker (NYSE:WRBY) jumped 10.4% in the afternoon session after the market continued to react to the company's partnership with Google on AI-powered smart glasses. According to Barrons, the collaboration with Google centers on developing smart glasses powered by artificial intelligence and has already driven sharp price swings after an initial run-up. Beyond the smart-eyewear narrative, Barron noted that longer-term fundamentals remain supported by steady revenue growth and solid gross margins. Volatility around the AI glasses story can keep shares moving as investors reassess how much of the partnership is already priced in.
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What Is The Market Telling Us
Warby Parker's shares are extremely volatile and have had 57 moves greater than 5% over the last year. But moves this big are rare even for Warby Parker and indicate this news significantly impacted the market's perception of the business.
The biggest move we wrote about over the last year was 5 months ago when the stock gained 27.7% on the news that the company reported first-quarter revenue that beat Wall Street's expectations, even as its earnings per share and full-year guidance fell short. The company's sales for the quarter grew 8.3% year-over-year to $242.4 million, and its adjusted EBITDA also came in ahead of expectations. This positive performance seemed to outweigh some weaker points in the financial release. Specifically, Warby Parker's GAAP profit of $0.03 per share missed analysts' consensus estimates, and its full-year revenue guidance of $967.5 million at the midpoint came in below what analysts had been anticipating. Despite the mixed results, investors reacted with enthusiasm, focusing on the strong sales growth, which was supported by the opening of new stores, increasing the total to 337.
Warby Parker is up 21.4% since the beginning of the year, but at $27.43 per share, it is still trading 9.6% below its 52-week high of $30.34 from June 2026. Despite the year-to-date gain, investors who bought $1,000 worth of Warby Parker's shares 5 years ago would now be looking at only $503.78.
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