Warby Parker第三季度营收增10.4%至2.45亿美元：门店达364家，首个智能眼镜系列11月12日开启预订
总部位于 New York 的眼镜品牌 Warby Parker Inc.（纽约证券交易所：WRBY）11月5日公布截至9月30日的2026年第三季度业绩：净营收2.447亿美元，同比增长10.4%。
当季毛利润1.332亿美元，毛利率54.4%，上年同期为54.1%；净利润560万美元；调整后 EBITDA 为2,860万美元，利润率11.7%。过去十二个月活跃客户增长3.0%至274万，人均营收增长6.7%至342美元。公司当季净新开12家门店，季末门店总数达364家；季末持有现金及现金等价物2.879亿美元。
产品方面，公司宣布首个智能眼镜（Intelligent Eyewear）系列将于11月12日开启预订，预计在假日季交付客户订单。
全年指引方面，公司把2026年全年净营收指引收窄至9.66亿至9.76亿美元，同比增长约11%至12%，调整后 EBITDA 指引维持1.17亿至1.19亿美元，全年计划新开50家门店。
联合创始人兼联席首席执行官 Dave Gilboa 表示，团队迫不及待想让客户亲身体验智能眼镜产品。联合创始人兼联席首席执行官 Neil Blumenthal 表示，公司正推出 Warby Parker Care、扩大零售版图并发布首个智能眼镜系列。首席财务官 Adrian Mitchell 表示，第三季度实现两位数营收增长，调整后 EBITDA 超过指引。（来源：Warby Parker）
Warby Parker Q3 Revenue Rises 10.4% to $244.7 Million: 364 Stores, First Intelligent Eyewear Opens for Pre-Order November 12
Warby Parker Inc. (NYSE: WRBY), headquartered in New York City, reported results on November 5 for the third quarter ended September 30, 2026. Net revenue was $244.7 million, up 10.4% year over year.
Gross profit was $133.2 million, for a gross margin of 54.4%, compared with 54.1% a year earlier. Net income was $5.6 million, and adjusted EBITDA was $28.6 million, a margin of 11.7%. Active customers rose 3.0% to 2.74 million on a trailing twelve-month basis, and average revenue per customer rose 6.7% to $342. The company opened 12 net new stores in the quarter, ending with 364 stores, and held $287.9 million in cash and equivalents.
On the product side, the company said its first Intelligent Eyewear collection will open for pre-orders on November 12, with customer deliveries expected during the holiday season.
For full-year 2026, Warby Parker narrowed its net revenue guidance to $966 million to $976 million, growth of about 11% to 12%, reaffirmed adjusted EBITDA guidance of $117 million to $119 million, and plans 50 new store openings for the year.
Co-founder and co-CEO Dave Gilboa said the team cannot wait for customers to experience the Intelligent Eyewear products firsthand. Co-founder and co-CEO Neil Blumenthal cited the rollout of Warby Parker Care, retail expansion and the new collection. CFO Adrian Mitchell said third-quarter revenue grew double digits and adjusted EBITDA exceeded guidance. (Source: Warby Parker)
来源：Warby Parker
发布：GSM·美国（发布链接）
图片来源：图：现代眼镜店内的镜架陈列。CC BY 2.0，经 Wikimedia Commons。 / Photo: Eyeglass frames on display in a modern shop. CC BY 2.0, via Wikimedia Commons.
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