WRBY 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-06

• •we generated net revenue of $478.0 million and $438.3 million, respectively;

• •we generated gross profit of $267.5 million and $239.6 million, respectively, representing a gross margin of 56.0% and 54.7%, respectively;

• •we generated net income of $7.8 million and $1.7 million, respectively; and

• •we generated Adjusted EBITDA of $62.4 million and $54.2 million, respectively, representing an Adjusted EBITDA Margin of 13.1% and 12.4%, respectively.

• For definitions of Adjusted EBITDA and Adjusted EBITDA Margin, non-GAAP financial measures, and reconciliations to the most directly comparable GAAP measure, see the section titled “Key Business Metrics and Certain Non-GAAP Financial Measures.”

相对上期删除的文字 · 来源:10-Q · 2026-05-07

• For a definition of Adjusted EBITDA and Adjusted EBITDA Margin, a non-GAAP measure, and a reconciliation to the most directly comparable GAAP measure, see the section titled “Key Business Metrics and Certain Non-GAAP Financial Measures.”

• In the second quarter of 2025, we announced a partnership with Google to develop AI-enabled glasses intended for all-day wear. We are working closely with Google on the development of AI glasses and intend to launch a series of products over time. As part of this collaborative arrangement, Google ha…

• In February 2026, the U.S. Supreme Court issued a ruling striking down certain tariffs previously imposed under the International Emergency Economic Powers Act ("IEEPA"). The U.S. presidential administration subsequently invoked additional tariffs under other laws resulting in a rapidly changing tar…

• optical laboratories, however the complexity of the current trade environment makes it difficult to predict the net effect on our future financial results.

• We have expanded our retail store footprint over the past several years. During the three months ended March 31, 2026 and 2025, we opened 14 and 11 net new retail stores, respectively. As of March 31, 2026, 299 out of our 337 retail stores offered in-person eye exams, representing 88.7% of our fleet…

相对上期删除的文字 · 来源:10-Q · 2026-05-07

• On March 17, 2026, Neil Blumenthal, our Co-Chief Executive Officer and director, adopted a Rule 10b5-1 trading arrangement intended to satisfy the affirmative defense of Rule 10b5-1(c) providing for the sale of up to an aggregate of 1,500,000 shares of our Class A common stock. The trading arrangeme…

• On March 17, 2026, Dave Gilboa, our Co-Chief Executive Officer and director, adopted a Rule 10b5-1 trading arrangement intended to satisfy the affirmative defense of Rule 10b5-1(c) providing for the sale of up to an aggregate of 1,945,492 shares of our Class A common stock. The trading arrangement w…

• On March 17, 2026, Teresa Briggs, a director, adopted a Rule 10b5-1 trading arrangement intended to satisfy the affirmative defense of Rule 10b5-1(c) providing for the sale of up to an aggregate of 5,000 shares of our Class A common stock. The trading arrangement will expire on June 20, 2026 or earl…