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Warby Parker's profit & tariff strategy

Warby Parker reported its first profitable quarter since going public, driven by revenue growth and strategic supply chain adjustments. At the same time, the company is actively working to offset the impact of rising tariffs and continues to expand both physical retail and partnerships. Here's what you need to know:

  • Warby Parker reported a $3.5 million net profit in Q1 2025, up from a $2.7 million loss in the same period last year.

  • Q1 net revenue rose nearly 12% YoY to $223.8 million, while the active customer count increased 8.7% to 2.57 million.

  • The company is actively shifting frame and lens production out of China, aiming to reduce China-sourced goods from 20% to under 10% by year-end to avoid high tariffs.

  • Warby Parker implemented targeted price hikes on specific lenses and accessories in late April to help offset tariff costs, with an estimated low single-digit price increase across products.

  • The brand opened 11 new stores, reaching 287 locations, and will launch five shop-in-shops at Target later this year, offering eye exams and staffed by Warby Parker employees.

 

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Warby Parker: Growth and Success

Warby Parker has transformed the eyewear industry by cutting out the middleman, offering stylish, high-quality glasses at affordable prices through a direct-to-consumer model. With a Charm Growth Score of 72.73 and a Charm Success Score of 88.84, the brand’s success is evident, especially with Facebook being its fastest-growing channel.

Their impactful "Buy a Pair, Give a Pair" program has also donated over 15 million pairs of glasses worldwide, reinforcing their mission to make eyewear accessible to all.

Screenshot 2025-05-21 at 1.59.33 PM

 

Warby Parker’s growth by channel shows exceptional performance on Facebook and Instagram, ranking in the 99.3 and 93.2 percentiles, respectively. TikTok also shows strong traction at 76.4 percentile.

 

Screenshot 2025-05-21 at 2.00.29 PM

The Instagram follower growth chart reveals a steady upward trend from March 2024 to March 2025, rising from around 577K to nearly 597K followers. Notably, the pace of growth accelerated between November and January 2024. This consistent increase supports the high engagement and performance seen on Instagram.

 

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