WARBY PARKER $WRBY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $235.5M (Est. $238M) 🔴; +9.8% YoY 🔹 EPS: $0.04 (Est. $0.11) 🔴 🔹 Net Income: $4.6M (Est. $14.4M) 🔴 Affirms FY26 Guide: 🔹 Revenue: $959M-$976M (Est. $980M) 🔴 🔹 Adjusted EBITDA: $117M-$119M 🔹 Adjusted EBITDA Margin: 12.2% 🔹 New Store Openings: 50 🔹 Tariff Refund Benefit: $14.4M Other Q2 Metrics: 🔹 Active Customers: 2.71M; +4.1% YoY 🔹 Average Revenue per Customer: $336; +6.6% YoY 🔹 Adjusted EBITDA Margin: 14.0%; +230 bps YoY 🔹 Free Cash Flow: $6.8M (Est. $14.9M) 🔴 Comments: 🔸 “In just a few weeks, we'll unveil our first Intelligent Eyewear collection, marking the beginning of an exciting new chapter for Warby Parker and a whole new way for consumers to see and experience the world.” 🔸 “We're doing so while maintaining a prudent outlook that excludes Intelligent Eyewear revenue contributions expected later this year.”