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Warby Parker Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Strategic evolution and business model
Transitioned from online-only to omnichannel, now operating over 300 stores and employing hundreds of eye doctors.
Focused on convenience, offering eye exams, glasses, and contacts both online and offline.
Entering a new phase centered on AI, developing smart glasses with Google and Samsung, and integrating AI across operations.
AI is used for personalized recommendations, operational efficiency, and creative processes.
Maintains a direct-to-consumer model, leveraging real-time customer feedback for product development.
Market landscape and competitive differentiation
Operates in a $60B+ resilient category driven by healthcare needs and fashion.
Only scaled eyewear retailer with a true omnichannel offering; most competitors lack e-commerce or tech investment.
Value proposition includes stable pricing since 2010, exclusive designs, and strong brand partnerships.
Category has returned to normal post-COVID, with steady shopping behavior expected to continue.
Growth drivers and AI glasses opportunity
Partnership with Google and Samsung to launch AI glasses, expected to be a major new business and revenue driver.
AI glasses aim to become the native device for the AI era, offering advanced utility and integration with daily life.
Anticipates rapid business and category transformation from these products.
Google is funding $75M of initial AI glasses development costs.
Quantify AI glasses' impact on 2026 revenue growth.
Detail path to 20%+ adjusted EBITDA margin.
Net impact of HTO sunset on e-commerce growth?
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Next Warby Parker earnings date
Q4 202527 Feb, 2026
Next Warby Parker earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Warby Parker Inc. designs, manufactures, and sells eyewear products, including prescription glasses and sunglasses. The company operates through both online platforms and retail locations, providing vision services such as eye exams and contact lens offerings. It is headquartered in New York, New York, and its shares are listed on the NYSE.
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